AI build-out hits snag as Google and Microsoft put off raising capex forecasts

Microsoft and Alphabet both reported capital expenditures that fell short of estimates, adding to concern over the cost of the AI build-out.

Read the full story at CNBC Technology ↗

Timeline · 1 report

2026-10-29 12:10 · CNBC Technology
AI build-out hits snag as Google and Microsoft put off raising capex forecasts

More stories

8 examples of Gemini 4 Argon in action — Google Gemini Blog
Microsoft Up, Google Down. A Tale of Two Hyperscalers. — New York Times AI
US Stock Futures Today: Alphabet, Caterpillar, Instacart, Microsoft — Bloomberg AI
Nasdaq futures fall as Alphabet slides and Microsoft rises on results — The Next Web
Google and Microsoft Spent Alike on AI. Only One Still Made Cash — DailyAI
Oracle Creates AI Workspace on ChatGPT — Wall Street Journal Technology
Investors brace for a hawkish hold and tech on tap — CNBC Technology
Local LLM learing — r/LocalLLM

Get the daily brief of stories like this at 6:30 every morning →