---
title: "Key facts: Alphabet boosts AI capex; unifies ads; unveils Googlebook"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/286380042.md"
description: "Alphabet (GOOG) plans to invest approximately $700 billion in hyperscaler capex by 2026 to enhance its AI infrastructure, marking a 77% increase year-over-year. The company is transitioning to a unified ad inventory focused on AI-driven formats and creator content, while also introducing Googlebook, a new AI laptop platform. Additionally, Waymo reported a significant increase in passenger trips, reaching 1.36 million in March 2026, a 92% year-over-year rise."
datetime: "2026-05-14T07:55:34.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286380042.md)
  - [en](https://longbridge.com/en/news/286380042.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286380042.md)
---

# Key facts: Alphabet boosts AI capex; unifies ads; unveils Googlebook

-   Alphabet (GOOG) plans part of roughly $700 billion hyperscaler capex for 2026 to boost AI infrastructure, a ~77% year-over-year rise, implying higher electricity demand and energy costs.1
-   GOOG shifts to unified ad inventory, pushing AI-driven formats and creator content for revenue. Notes limits on premium accessible inventory and no separate YouTube sales team.2
-   Alphabet unveiled Googlebook, a Gemini AI laptop platform merging Android and ChromeOS with Magic Pointer and web/app data widgets. OEMs (Dell, HP, Acer, ASUS, Lenovo) to ship models this fall.3
-   Alphabet's Waymo reported 1.36M passenger trips in March 2026 (up 92% YoY), ~308K weekly trips, 4% q/q rise in miles per trip, and vehicles spent 88% of miles on passenger or pickup runs.4

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