SUNDAR PICHAI RAISED ALPHABET CAPEX GUIDANCE TO $205 BILLION THE SAME QUARTER GOOGLE CLOUD BACKLOG HIT $514 BILLION . HERE WHICH NUMBER ACTUALLY MATTERS MORE .
Capex guidance raised to $205B and cloud backlog hit $514B, both record catalysts.
What changed
Capex guidance raised to $205B and cloud backlog hit $514B, both record catalysts.
Why it matters
Capex guidance raised to $205B and cloud backlog hit $514B, both record catalysts. — impact context not separately stored; see What changed.
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Aug 16, 2026 09:59 PM ET