Google AI Revenue Growth Confirmed as 2026 Capex Forecast Rises | Gemini 3 Impact – News and Statistics
https://www.indexbox.io/blog/google-ai-investments-drive-revenue-capex-to-hit-185b-in-2026/
Publish Date: 2026-02-06 07:29:00
Source Domain: www.indexbox.io
Feb 6, 2026
According to Fox Business, Alphabet executives struck a confident tone on Wednesday’s post-earnings call, signaling that Google’s heavy investments in artificial intelligence are now translating into real revenue growth across the business. The call was the first since Google released its Gemini 3 model, which has boosted user engagement and helped the company regain momentum in the intensifying AI race.
While executives did not name OpenAI directly, the message to investors was clear: Google’s AI push is no longer just about experimentation – it is delivering returns across search, cloud and enterprise products. That confidence is underpinning Alphabet’s willingness to dramatically increase spending. Executives said the company is considering capital expenditures of between $175 billion and $185 billion in 2026 to expand AI computing capacity, a forecast that initially rattled investors.
“Overall, we’re seeing our AI investments and infrastructure drive revenue and growth across the board,” CEO Sundar Pichai said.
The scale of that growth is now visible across the company. Alphabet reported more than $400 billion in annual revenue for the first time, underscoring the strength of its core businesses even as it pours money into AI infrastructure.
Google’s Gemini app surpassed 750 million monthly active users by the end of the October through December quarter, up from 650 million in the prior period. While it still trails OpenAI’s ChatGPT – which its CEO said has more than 800 million weekly users – Pichai said engagement has risen sharply since the Gemini 3 launch.
Gemini 3 is now embedded into Google’s search experience and powers its enterprise AI offerings, which have reached 8 million paying licenses, according to the company.
Investor nerves over the capex surge eased as results came in. Google Cloud revenue jumped 48% in the quarter, reinforcing Wall Street’s view that Alphabet’s AI investments are driving tangible…
