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Google Cloud on Pulse

Cloud/Enterprise SaaS

The full thread of our Google Cloud coverage — a running record of every development we've tracked, with the VC take on each.

2
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Jul 23, 2026
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Coverage Timeline

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  1. Jul 23, 2026AIAlphabet Raises 2026 Capex Forecast to $205B$205B Capex Forecast→
  2. Jul 23, 2026BIG TECHGoogle Cloud Soars 82%, Yet Alphabet Stock Sinks on Capex$24.8B Cloud Revenue (+82%)→

All Coverage

AI· Jul 23, 2026

Alphabet Raises 2026 Capex Forecast to $205B

Illustration for: Alphabet Raises 2026 Capex Forecast to $205B
AI$205B Capex Forecast

Alphabet Raises 2026 Capex Forecast to $205B

Alphabet raised its 2026 capital spending forecast to as much as $205 billion, saying AI demand continues to outpace its own spending, as Google Cloud revenue grew 82% in the second quarter.

Jul 23, 2026
BIG TECH· Jul 22, 2026

Google Cloud Soars 82%, Yet Alphabet Stock Sinks on Capex

Illustration for: Google Cloud Soars 82%, Yet Alphabet Stock Sinks on Capex
BIG TECH$24.8B Cloud Revenue (+82%)

Google Cloud Soars 82%, Yet Alphabet Stock Sinks on Capex

Alphabet's Q2 2026 results showed Google Cloud revenue up 82% to $24.8 billion and a $514 billion backlog, but investors sent shares lower after the company raised 2026 capex guidance to $195-205 billion.

Jul 22, 2026
@Trace_Cohen·t@nyvp.com