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GOOGLEarnings2026-07-22

Ashkenazi breaks down second quarter capital spending and reports the resulting cash flow position.

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Anat Ashkenazi · Alphabet Investor Relations · Alphabet 2026 Q2 Earnings Call

CapEx was $44.9 billion in the second quarter, with the vast majority of the spend in technical infrastructure to support our investments in AI. Approximately 60% of our investment in technical infrastructure this quarter was in servers, and 40% was in data centers and networking equipment. We had negative free cash flow of $5.9 billion in the second quarter, driven by our investments in CapEx.

Transcribed from the source video. Automatic captions, corrected for known mis-transcriptions.

Key terms

CapEx
Capital expenditure — money spent on long-lived assets such as data centres, servers and equipment.
free cash flow
Cash left over from operations after capital spending.
technical infrastructure
Alphabet's term for its data centres, servers, chips and networking gear.

Educational summary of a public statement. Not investment advice.