Alphabet tops $400 billion as AI spending surges
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SAN FRANCISCO — Alphabet Inc. reported record annual revenue topping $400 billion, driven by an 18% year-over-year quarterly rise to $113.8 billion and a 30% increase in quarterly profit to $34.5 billion. The company cited stronger search and advertising performance plus rapid growth in cloud and AI-related services, including YouTube ad gains and accelerated Gemini adoption and robust enterprise cloud demand. Executives said supply constraints persist even as they plan US$175–185 billion in capital expenditure for 2026 to expand AI computing capacity. Shares moved marginally lower in after-hours trading following the results. Based on 6 articles reviewed and supporting research.
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Timeline
- 1. 1998: Google founded by Larry Page and Sergey Brin.
- 2. 2025 Q4 (Oct–Dec): Company delivers strong search, ads and cloud performance.
- 3. Early February 2026: Alphabet reports Q4 results and annual revenue exceeding US$400 billion.
- 4. Early February 2026: Executives announce planned US$175–185 billion capex for 2026 to expand AI capacity.
- 5. Post-earnings: Gemini adoption accelerates; user metrics reported and shares move slightly after-hours.
Sources
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