External TPU system sales to customer data centers are expected to begin contributing recognized revenue in small amounts during 2026, ramping as the year exits, with the vast majority of revenue from those agreements expected in 2027.
Alphabet raised its full-year 2026 CapEx guidance range to $195 billion-$205 billion from $180 billion-$190 billion to accelerate delivery of AI compute capacity.
YouTube Premium Lite is planned to launch in more than a dozen new countries in Q2 2026, expanding YouTube's subscription footprint internationally.
Google Cloud expects to recognize just over 50% of its total backlog as revenue over the next 24 months.
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