“Capital expenditures, which primarily reflected investments in technical infrastructure, were $51.4 billion for the three months ended September 30, 2026. … During the nine months ended September 30, 2025 and 2026, we spent $63.6 billion and $132.0 billion on capital expenditures, respectively.”
引用時請一併保留：主要（primarily）
位置：10-Q 第 48 頁（MD&A 第三季重點條列）；第 55 頁（Capital Expenditures and Leases → Capital Expenditures）・原件 ↗
“Repurchases of stock (39,810) 0 … Proceeds from issuance of common stock, net of costs 0 42,870 … Proceeds from issuance of debt, net of costs 38,002 85,222 … Proceeds from issuance of mandatory convertible preferred stock, net of costs 0 19,063”
位置：10-Q 第 9 頁（Consolidated Statements of Cash Flows・Nine Months Ended September 30・Financing activities）・原件 ↗
“In 2026, we expect to significantly increase, relative to 2025, our investment in our technical infrastructure, including servers and network equipment and data centers.”
引用時請一併保留：預期
位置：10-Q 第 55 頁（MD&A → Capital Expenditures and Leases → Capital Expenditures，接在前三季累計資本支出那句之後）・原件 ↗
“As of December 31, 2025 and September 30, 2026, approximately 60% of technical infrastructure assets were comprised of servers and network equipment. The remaining balance was comprised of data center land and buildings and related assets.”
引用時請一併保留：約
位置：10-Q 第 28 頁（Note：Property and equipment, net 表下註 (1)）・原件 ↗
“technical infrastructure, which consists of our investments in servers and network equipment, data center land, and building construction and improvements”
Google 雲端的產品銷售，一般是賣 TPU 系統，內容包含硬體、軟體、安裝、支援與延長保固服務。
原文
“Our Google Cloud product sales generally consist of the sale of TPU systems comprising hardware, software, installation, support, and extended warranty services.”
“certain contracts require us to repurchase previously sold TPU hardware and embedded software under specified conditions and subject to the assets being returned in working order. As of September 30, 2026, our maximum potential future payments under these guarantees were $6.6 billion, and the fair …”
“we are advancing our AI platforms and models to support these tools and technologies, including the development of our custom TPUs and how we deliver them to our customers.”
“We have signed a limited number of agreements to supply TPU systems to customers who require or provide on-premises infrastructure for specialized, high-scale workloads. In the second quarter of 2026, we began recognizing revenues from these agreements, with the significant majority to be recognized in 2027.”
“Customer arrangements may also include options requiring us to repurchase the hardware and embedded software at pre-set prices, over a multi-year term, which are generally accounted for as rights of return. Where the customer assigns the TPU systems to another party, but retains the ability to …”
“On October 28, 2026, Alphabet Inc. (“Alphabet” or the “Company”) is issuing a press release and holding a conference call regarding its financial results for the quarter ended September 30, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K.”
“we use the following non-GAAP financial measures: free cash flow; … Free cash flow: We define free cash flow as net cash provided by operating activities less capital expenditures.”
“Alphabet Announces Third Quarter 2026 Results … MOUNTAIN VIEW, Calif. – October 28, 2026 – Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended September 30, 2026.”
“Oracle and Google today announced that Google’s Tensor Processing Units (TPUs) will be available through Oracle Cloud Infrastructure (OCI), marking the first time Google TPUs will be offered on a hyperscale cloud platform outside Google. … Google TPUs on OCI will be available in calendar year 2027”
“As of June 30, 2026, our investments in non-marketable securities accounted for under the measurement alternative primarily consist of our investment in a private company. ／ Additionally, as of June 30, 2026, we have $20.0 billion of future capital funding commitments with a private company contingent upon the achievement of specified operational and financial milestones through 2030, which is accounted for as an equity derivative.”
