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AI build-out hits snag as Google and Microsoft put off raising capex forecasts

Hyperscale capex misses targets as investor scrutiny over compute costs mounts

By GPU Data Hub Desk · GPU Data Hub·Editorial standards··United States

Capital expenditure reports from Alphabet and Microsoft have failed to meet market projections, stoking market unease regarding the escalating cost of artificial intelligence infrastructure. Both technology giants refrained from raising their capital investment guidance, intensifying scrutiny around the pace of returns on massive compute deployments.

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This summary was written by the GPU Data Hub desk from reporting published by CNBC Technology on 29 Oct 2026, 11:43. Read the full article at the original publisher.

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