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Google parent Alphabet forecasts sharp surge in 2026 capital spending (Deborah Sophia/Reuters)
Deborah Sophia / Reuters:
Google parent Alphabet forecasts sharp surge in 2026 capital spending — Alphabet (GOOGL.O) said on Wednesday it was targeting capital expenditure of $175 billion to $185 billion this year, in yet another aggressive ramp-up in spending from the Google parent as it deepens its investments to push ahead in the AI race.
Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue "surpassed $60B across ads and subscriptions" (Todd Spangler/Variety)
Todd Spangler / Variety:
Alphabet reports YouTube's Q4 ad revenue rose 9% YoY to $11.38B, vs. $11.84B est., and YouTube's annual revenue “surpassed $60B across ads and subscriptions” — Ad revenue hit record $11.38 billion in Q4 but fell short of Wall Street expectations
Alphabet reports Q4 revenue up 18% YoY to $113.83B, vs. $111.43B est., Google Cloud revenue up 48% to $17.66B, vs. $16.18B est., net income up 30% to $34.46B (Alphabet)
Alphabet:
Alphabet reports Q4 revenue up 18% YoY to $113.83B, vs. $111.43B est., Google Cloud revenue up 48% to $17.66B, vs. $16.18B est., net income up 30% to $34.46B — MOUNTAIN VIEW, Calif. - February 4, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended December 31, 2025.
Sam Altman responds to Anthropic’s ‘funny’ Super Bowl ads
Internal memos: Meta said Avocado is its "most capable pre-trained base model" and achieves 10x compute efficiency "wins" on text tasks vs. Llama 4 Maverick (Jyoti Mann/The Information)
Jyoti Mann / The Information:
Internal memos: Meta said Avocado is its “most capable pre-trained base model” and achieves 10x compute efficiency “wins” on text tasks vs. Llama 4 Maverick — Meta Platforms is sounding an increasingly bullish note about the first major AI model expected to emerge from its new AI group.