Google, Amazon, Meta, & Microsoft will spend 'unprecedent' $1T on AI capex in 2027: Analyst Yahoo Finance Video and Julie Hyman Thu, July 23, 2026 at 6:08 p.m. GMT+2 GOOGL MSFT AMZN META SPCX Evercore ISI senior managing director and head of internet research, Mark Mahaney, discusses Alphabet's (GOOG, GOOGL) recent earnings results and his outlook for AI capex spending. Terms and Privacy Policy EU DSA Contact Privacy & Cookie Settings
Alphabet’s First Cash Burn Jolts Big Tech as AI Spending Soars