Alphabet(US:GOOGL) 智通财经网·2025-11-15 01:34Core Insights - Google plans to invest $40 billion in three new data centers in Texas to enhance AI computing power, with completion expected by 2027 [1] - Texas is becoming a hub for data center construction due to low energy costs, ample land, and government support for AI infrastructure [1][3] - The investment is expected to create thousands of jobs and provide skills training for students and apprentices in Texas [1][2] Investment Details - The investment includes one data center in Armstrong County and two near Abilene in Haskell County, with one center featuring a new solar and battery storage facility [1] - Google has already been operating two data centers in Dallas [1] - Other companies, such as Anthropic and OpenAI, are also making significant investments in Texas, with Anthropic committing $50 billion for data centers across the U.S. [3] Market Reaction - Following the announcement, Google's stock price rose over 4% in after-hours trading [2] Competitive Landscape - Other tech giants like Meta and Microsoft are also expanding their data center presence in Texas, with Microsoft signing a nearly $10 billion agreement for future computing capacity [3] - Fermi Inc. plans to build four nuclear reactors in Texas specifically for private data center use [3] Investment Concerns - There are concerns that the scale of investment in data centers may exceed the revenue growth from AI services [4] - Google’s capital expenditures are expected to exceed $90 billion this year, with significant portions allocated to AI and cloud computing infrastructure [4] - Recent announcements of major investments in India, Germany, and the UK highlight Google's ambition to expand beyond traditional advertising [4]