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Michael Santoli
Journalist

Michael Santoli

Commentator at CNBC

LinkedIn@michaelsantoli

Commentator discussed software sector's 30% value loss due to AI spending concerns.

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Alphabet Doubles Down on AI Infrastructure Spending
CNBCnewsmixedFeb 5, 2026

Alphabet announced 2026 capital expenditure guidance of $175-185 billion, potentially doubling 2025 spending on AI infrastructure and cloud capacity, causing stock to dip despite beating earnings expectations.

“Commentator discussed software sector's 30% value loss due to AI spending concerns.”

AI InfrastructureAI InvestmentAI CompetitionCloud Computing