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Google Cloud

Speedway Scene reporting, analysis and commentary on Google Cloud, pulled together from across our coverage.

2 articles Last updated: 26 Jul 2026 2 sections

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Sundar Pichai, chief executive of Alphabet, photographed at the European Commission in Brussels in 2023. Photo: Lukasz Kobus, European Commission / Wikimedia Commons, CC BY 4.0

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Alphabet Lifts Capital Spending Plan to $205 Billion, Stock Slides

Alphabet raised its 2026 capital spending forecast to as much as $205 billion after Google Cloud grew 82 percent, and investors punished the stock anyway.

26 Jul 2026 ·5 min read

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Everything Speedway Scene has published on Google Cloud, gathered in one place: the reporting, the analysis and the commentary that track the subject.

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Alphabet AI infrastructure Big Tech earnings capital spending capital expenditure Federal Reserve Donald Trump Iran Array Ukraine

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