google launches amazon while microsoft expands its platform

Key Takeaways

• Alphabet sold $20 billion in dollar bonds and issued rare 100-year sterling bonds, along with Swiss franc and British pound offerings, to fund its AI investments.
• Alphabet plans to spend $185 billion on capital expenditures in 2026, nearly doubling last year's amount, primarily for AI infrastructure.
• Major tech companies, including Alphabet, Amazon, Microsoft, and Meta, are projected to spend at least $630 billion on AI infrastructure and chips this year.
• Nvidia dominates the AI chip market with a 90-92% share, reporting $57 billion in third-quarter sales and high demand for its Blackwell processors.
• ServiceNow strengthened its partnership with Anthropic, integrating Claude AI models across its platform for productivity gains and securing new enterprise agreements.
• Microsoft maintains a strong position in enterprise software and cloud services, with Azure growing its market share to 21% and enhancing products with generative AI copilots.
• Global annual AI infrastructure spending is predicted to reach $3-4 trillion by 2030, indicating sustained growth for companies like Nvidia.
• Amazon, Meta, and Alphabet are experiencing significantly lower tax bills in 2025 due to immediate deductions for AI data center investments under the 2017 Tax Cuts and Jobs Act.
• Despite a recent software stock sell-off, analysts recommend Microsoft and ServiceNow, predicting significant upside for both due to their strong AI strategies and market positions.
• Alphabet's multi-currency bond sales, including record-breaking European offerings, highlight a growing trend of using debt to finance long-term AI infrastructure.

Alphabet's $20 Billion Bond Sale Boosts AI Funding

Google's parent company, Alphabet, sold $20 billion in bonds on February 9. This move helps fund its large investments in artificial intelligence. The company also plans to offer a rare 100-year bond in sterling. Experts predict a record year for corporate bond sales, with major AI companies like Amazon, Microsoft, and Meta spending hundreds of billions on AI infrastructure. This massive spending on AI is driving a significant increase in bond issuance across the tech industry.

Alphabet Sells Rare 100-Year Bonds for AI Investments

Google's parent company, Alphabet, is selling a very rare 100-year bond as part of its first sterling bond offering. The company also sold $20 billion in dollar bonds and plans a Swiss franc bond sale to fund its large AI investments. This multi-currency approach helps reach more investors, as tech companies need massive capital for AI infrastructure. Alphabet plans to spend $185 billion on capital expenses this year, doubling last year's amount. While some investors are cautious, long-term buyers like pension funds may find these bonds appealing.

Alphabet Seeks Billions in Bonds for AI Growth

Google's parent company, Alphabet, plans to raise about $15 billion through a US dollar bond sale. This money will help fund its significant investments in artificial intelligence infrastructure. The company expects to spend up to $185 billion on capital expenditures in 2026, nearly doubling last year's spending. Alphabet will also sell bonds in British pounds and Swiss francs, including a rare 100-year sterling bond. This funding will support AI platforms like AI Overviews and Gemini, aiming to expand search activity and create more ad inventory.

Alphabet Raises $20 Billion for AI Investments

Google's parent company, Alphabet, sold $20 billion in bonds in a seven-part offering, with maturities ranging from 2029 to 2066. The company is also selling a rare 100-year bond to help fund its artificial intelligence spending. This move is part of a larger trend where major tech companies, including Microsoft and Amazon, are expected to spend at least $630 billion on AI this year. While some investors worry about the returns on this massive spending, analysts note that century bonds can appeal to long-term investors like pension funds. This shift shows Big Tech is moving towards long-term infrastructure investments.

Alphabet Issues Rare 100-Year Bond for AI Funding

Google's parent company, Alphabet, sold a rare 100-year bond, marking the first time a tech company has done so since the 1990s. This is part of a larger $20 billion bond offering, along with 5.5 billion pounds in sterling bonds, to fund its growing artificial intelligence investments. Major tech companies like Alphabet, Microsoft, and Amazon are expected to spend at least $630 billion this year on AI infrastructure and chips. This increased reliance on debt shows a shift towards long-term infrastructure, though some investors are concerned about the returns on such massive AI spending.

Nvidia Benefits as AI Spending Soars

Nvidia holds a dominant position in the AI chip market, controlling about 92% of advanced processors. The company's sales and earnings are rapidly increasing, with third-quarter sales reaching $57 billion. CEO Jensen Huang reports strong demand for Nvidia's Blackwell processors and cloud computing GPUs. Major tech companies like Alphabet, Microsoft, Meta, and Amazon are significantly increasing their AI infrastructure spending, with Alphabet planning to double its capital expenditures to $175-185 billion in 2026. Experts predict global annual AI infrastructure spending could reach $3-4 trillion by 2030, positioning Nvidia for continued growth.

Nvidia Poised for Growth as AI Investments Surge

Nvidia dominates the market for AI processors, holding about 90% of the GPU market share. The company reported strong financial results, with third-quarter sales increasing 62% to $57 billion. CEO Jensen Huang noted that demand for Nvidia's Blackwell processors and cloud computing GPUs is extremely high. Major tech companies like Alphabet, Microsoft, Meta, and Amazon are significantly boosting their spending on AI infrastructure. Alphabet plans to double its capital expenditures to $175-185 billion in 2026, indicating a massive ongoing investment in AI.

Top AI Stocks to Buy Despite Market Sell-Off

Despite a recent tech sell-off, three AI stocks remain strong buys for 2026. Nvidia continues to dominate the GPU market with about 92% share, making it essential for the AI industry. Microsoft, though not a pure AI company, has strong fundamentals and a robust pipeline, despite recent stock dips due to AI spending concerns. Broadcom, which focuses on AI infrastructure, shows impressive growth in earnings and free cash flow. These companies maintain competitive advantages and strong revenue growth, making them good long-term investments.

ServiceNow Expands AI Partnership with Anthropic

ServiceNow has strengthened its partnership with Anthropic, integrating Claude AI models across its platform and operations. This collaboration has led to significant internal productivity gains, including faster sales preparation and better support for developers. ServiceNow also secured new enterprise agreements with Fiserv and Panasonic Avionics, expanding its reach in financial services and aviation technology. Despite a recent dip in its stock price, the company's management increased its share buyback plan, showing confidence in its future growth and efficiency.

Morgan Stanley Recommends Microsoft and Salesforce Stocks

Morgan Stanley suggests buying Microsoft and Salesforce stocks, seeing them as good opportunities after recent price drops. Investors have worried that AI could replace software development or reduce the need for software licenses. However, Morgan Stanley believes these companies are strong and can adapt their pricing models. CNBC agrees with buying Microsoft, noting its Azure cloud growth despite high capital expenditures. They are less convinced about Salesforce, suggesting that lower stock prices do not always signal a good buy when future concerns exist.

Citi Identifies Top Software Stocks for AI Future

Citi analysts believe the recent drop in software stock prices offers a good buying opportunity. They found 22 stocks that have fallen at least 10% but still have positive earnings forecasts for 2025, 2026, and 2027. These stocks, including Microsoft, Salesforce, ServiceNow, Workday, and Adobe, are well-positioned for any AI changes. Citi argues that market fears about AI disrupting business models have caused the sell-off, not a real decline in company performance. They expect positive earnings updates to help these stocks recover.

Alphabet Sells Record Bonds in Europe for AI Funding

Alphabet successfully sold a massive amount of bonds in Europe to fund its artificial intelligence ambitions. The company issued 5.5 billion pounds in sterling bonds, including an extremely rare 100-year note, and 3.1 billion Swiss francs in a separate offering. Both sales set new records for corporate bonds in their markets. This follows a $20 billion dollar debt sale that received record-breaking orders. Alphabet plans to spend $185 billion on AI infrastructure this year, and other companies are expected to follow this trend of using bond sales for AI investments.

Microsoft and ServiceNow Offer Strong AI Stock Upside

Despite a bear market for software stocks due to AI concerns, Microsoft and ServiceNow are seen as strong buying opportunities. Nvidia CEO Jensen Huang called the market's reaction "illogical," suggesting an overreaction. Microsoft holds a strong position in enterprise software, enhancing its products with generative AI copilots and growing its Azure cloud market share to 21%. ServiceNow leads in IT asset, operations, and service management, with Gartner recognizing its AI applications for IT service management. Wall Street analysts predict significant upside for both stocks, with Microsoft potentially rising 50% and ServiceNow up to 83%.

BigBear.ai Stock Drops Amid AI Strategy Shift

BigBear.ai Holdings, Inc. (BBAI) stock has fallen 22.8% in the past month, now trading at $4.87. This decline follows a 20% revenue drop in Q3 2025, mainly due to lower volumes in Army programs. Despite this, BigBear.ai's long-term AI strategy remains strong, focusing on shifting from services to platform-level AI. The company recently acquired Ask Sage for $250 million, a secure generative AI platform for government use, which brings recurring revenue. BigBear.ai continues to expand its AI presence through other acquisitions and partnerships.

Big Tech Sees Lower Taxes from AI Investments

Amazon, Meta, and Alphabet are reporting significantly lower tax bills for 2025. This reduction is largely due to their rapid investments in artificial intelligence data centers. A key factor is President Trump's 2017 Tax Cuts and Jobs Act, which allows companies to immediately deduct the cost of equipment like AI servers. These business-friendly tax provisions and new rules in Washington have created a more favorable tax environment for large corporations. This trend shows how both technology growth and government policies are changing how much major tech companies pay in taxes.

Sources

• Alphabet's debt raise fuels forecasts for record year in corporate bond sales
• Alphabet selling very rare 100-year bonds to help fund AI investment
• MediaDailyNews: Alphabet Reportedly Looking At Bond Sale To Fund AI Investments
• Alphabet sells bonds worth $20 billion to fund AI spending
• Alphabet sells bonds worth $20 billion to fund AI spending
• Artificial Intelligence (AI) Is Changing Corporate Spending Priorities. This Stock Stands to Gain.
• Artificial Intelligence (AI) Is Changing Corporate Spending Priorities. This Stock Stands to Gain.
• Forget the Sell-Off: These 3 AI Stocks Are Still the Best Buys for 2026
• ServiceNow Deepens Anthropic AI Push As Shares Slide And Buybacks Rise
• Morgan Stanley says buy 2 beaten-down software stocks. We agree on one of them
• These software stocks are well-positioning for any AI scenario: Citi By Investing.com
• Alphabet Markets Massive Europe Bond Sales in AI Funding Push
• Software Bear Market: 2 AI Stocks With 50% and 83% Upside to Buy Now, According to Wall Street
• BBAI Stock Down 23% in a Month: Value Trap or AI Reset?
• Amazon, Meta, and Alphabet report plunging tax bills thanks to AI investment and new rules in Washington