In a quarterly filing Google said future contract commitments totaled $811bn as
of end-June, up nearly $500bn from three months earlier. The amounts are
disclosed separately from capital expenditure guidance and reflect procurement
under supply agreements and open purchase orders; about $200.7bn is classified
as short‑term. Commitments cover chips, data centers, power, inventory and
content licensing, highlighting rapid resource locking to scale AI
infrastructure. Parent Alphabet said it expects to spend about $195–205bn on
capital expenditure this year to compete with Microsoft, Meta and Amazon in
expanding AI compute.
