$Alphabet(GOOGL.US)
If Google can lose... who else can win?
Google conference call: $185 billion in spending "must be spent," confirms collaboration with Apple, Gemini is not the "terminator" of SaaS
Google announced that its capital expenditure in 2026 will reach up to $175 billion to $185 billion, primarily for servers and data centers, fully investing in the AI arms race. It officially confirmed a partnership with Apple to develop the next-generation foundational model based on Gemini. In response to market fears about "AI disrupting SaaS," the CEO stated that Gemini is its "engine" rather than a terminator, with 95% of leading SaaS companies already adopting it. Additionally, Gemini App's monthly active users have surpassed 750 million, and Google is moving towards the "agent commerce" era
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