This Analyst Was Right About Alphabet (GOOG) CapEx

Group 1 - Alphabet Inc (NASDAQ:GOOG) is experiencing a trend in analyst calls, with expectations for increased AI capital expenditures (CapEx) [1] - Doug Clinton from Deepwater Asset Management believes Wall Street's estimates for Alphabet's AI CapEx are too low, predicting significant growth in spending [1][2] - Alphabet reported strong quarterly results and raised its 2025 CapEx target to a range of $91 billion to $93 billion, up from $85 billion, with further increases expected in 2026 [3] Group 2 - Comparatively, analysts expect a 12% growth in CapEx for Alphabet and Amazon, while Meta is projected to grow at a much higher rate of 30% to 40% [2] - The anticipated increase in CapEx for Alphabet and Amazon is expected to positively impact companies like Nvidia and TSM [2]