Development

Google doubles capex to $185 billion

development2026-02-05

Claim

Google plans to double capital expenditure to $185 billion this year on 48% cloud revenue growth, while Nvidia neared a $20 billion investment in OpenAI, Cerebras raised $1 billion at $23 billion and ElevenLabs raised $500 million.

Reported metric: $185B

Reporting date: 2026-02-05 (not necessarily the event date)

Sources

Attribution and reporting linked by this record; links do not imply independent verification.

Welcome to February 5, 2026 (theinnermostloop.substack.com)

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Reported in

Welcome to February 5, 2026

Actor

Evidence for

Compute is the capital stack

Supersedes

Oracle raises $50B as Nvidia joins OpenAI's round

Referenced by

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Citation formatCitation text

Google doubles capex to $185 billion
Innermost Loop KB — secondary record
Reporting date: 2026-02-05
KB permalink: https://nicholsn.github.io/innermost-loop-kb/developments/2026-02-05-google-doubles-capex-to-185b
Claim: Google plans to double capital expenditure to $185 billion this year on 48% cloud revenue growth, while Nvidia neared a $20 billion investment in OpenAI, Cerebras raised $1 billion at $23 billion and ElevenLabs raised $500 million.
Attributed sources:
- Welcome to February 5, 2026 — https://theinnermostloop.substack.com/p/welcome-to-february-5-2026
This citation does not imply independent verification of linked-source claims.

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