The hyperscaler wars are still raging despite concern earlier this year that cloud network players, including Alphabet, Amazon, and Microsoft, may cut capital spending on AI infrastructure. Concerns that surging spending to refresh and build out cloud networks accelerated when China’s DeepSeek chatbot launched with a shockingly low $6 million development cost,

Google parent Alphabet plans to spend $10 billion more in capital expenditures this year than previously anticipated as the company works to meet surging demand for Google Cloud.

Most leaders in the tech industry owe their wealth to founding equity stakes in their platforms, which Google’s Sundar Pichai does not have.

"The price to the AI show keeps climbing for hyperscalers": Fool chief investment officer Andy Cross noted Alphabet's capital expenditure is soaring ahead of buybacks. Buyback spend this quarter reached just 0.6 times capex – last year it came in at 1.18 times.

AI upstarts were supposed to lay siege to Google’s search-engine dominance. So far, the defense is winning, writes Asa Fitch, following second-quarter results from parent company Alphabet. A: Google’s

Google parent Alphabet (GOOG, GOOGL) is finally starting to cash in on the billions of dollars it’s spending on its rapid AI buildout. The company reported better-than-anticipated earnings after the bell on Wednesday,

Alphabet Inc.'s Q2 highlights AI-driven growth and cloud profitability. Click for our updated look at GOOGL earnings and the initiatives that make it a Buy.

Shares of technology companies rose after Alphabet's earnings stoked speculation on artificial-intelligence peers. Shares of the Google owner rose as its investment in AI capabilities appeared to pay off at its cloud-computing unit. Shares of other AI-oriented companies such as Nvidia and Palantir Technologies rose in sympathy.

Alphabet , faced with unprecedented threats from AI rivals, will be keen to assure investors this week that the company's own spending on the technology is helping it dig a deeper moat around its search and advertising businesses.

Alphabet's latest results reinforce core ad resilience amid looming macro uncertainties ahead of upcoming tariff implementation. Click to read why GOOGL is a Buy.