The Google parent’s capex plans represent just one portion of a massive investment in AI infrastructure this year.
In this video, Motley Fool contributors Jason Hall and Tyler Crowe break down how Alphabet (GOOG 2.48%)(GOOGL 2.53%) plans to spend $175-$185 billion on capex in 2026, and why it, along with Powell Industries (POWL +8.34%) and EMCOR (EME +6.42%) are likely winners from the trend it represents.
*Stock prices used were from the morning of Feb. 5, 2026. The video was published on Feb. 7, 2026.
Jason Hall has positions in Alpbabet . Tyler Crowe has positions in EMCOR Group. The Motley Fool has positions in and recommends Alphabet and EMCOR Group. The Motley Fool has a disclosure policy. Jason Hall is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.
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