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Alphabet (Google) is spending billions on AI data center infrastructure, and it plans to spend even more in 2026. Is the spending out of control? To the contrary, Google continues to show the data center supercycle is money well spent. Chip Stock Investors Nick and Kasey break down some key numbers.

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Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.

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Timestamps:(00:00) Alphabet's Recent Earnings Report(01:08) Capital Expenditures Analysis(02:05) CapEx Trends and Future Outlook(02:55) Financial Metrics and Free Cash Flow(05:08) Reverse Discounted Cash Flow Analysis(07:22) Conclusion

Nick and Kasey own shares of Alphabet

Episode 324: Google's Big AI Payoff and GOOG Stock Is A Core Investment

Chip Stock Investor Podcast