Alphabet's capital expenditure is estimated to have been $50 billion for last year, according to LSEG, with more planned for 2025 to support its cloud expansion and AI-driven search features, including summaries, which are vital to defending its market share and attracting more ad revenue.

DeepSeek last week shook markets with its promises of lower-cost, lower-energy artificial intelligence that could go head-to-head with platforms like ChatGPT. And as interest in the China-based AI developer’s chatbot surged,

Google parent Alphabet (GOOGL) reported fourth-quarter earnings that topped analysts' estimates, but its cloud revenue came in short, sending shares lower in extended trading Tuesday. The tech giant saw revenue grow 12% year-over-year to $96.

Alphabet has been spending heavily on an infrastructure development to support AI research and integration into products such as search and cloud services. The majority of capex f