Google raises 2025 capex forecast to $205B, rattling Wall Street investors

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Google has revised its capital expenditure estimate upward to between $195 billion and $205 billion, up from a previous projection of up to $190 billion. The revision came during earnings season and caught investors off guard, as even the new lower bound exceeds the company's prior upper-end forecast. Analysts are concerned that Google appears unable to accurately predict its own costs, raising questions about financial discipline. Adding to investor anxiety, the company is currently spending more than it is earning. The development reflects broader Wall Street nervousness about the soaring costs of AI infrastructure investment.

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