AISeeking Alphaabout 3 hours ago
Alphabet AI Spend Risks Free Cash Flow
1 min read
Alphabet plans $180-190B in CapEx for FY26, with further increases expected in 2027, raising free cash flow concerns. Q1 FY26 delivered 22% YoY revenue growth and 81% net income growth, with Cloud revenue up 63%. The $85B equity raise funds AI infrastructure expansion.
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