Alphabet Inc. reported a 43% year-over-year increase in capital expenditures for the first quarter of 2025, reaching $17.2 billion, slightly above the estimated $17.1 billion. This marks a rise from the previous quarter's 30% growth, when CapEx was $14.3 billion. The increase reflects continued investment in AI infrastructure, countering expectations of a slowdown in hardware spending. Alphabet's spending surpassed estimates by approximately $200 million, signaling robust commitment to technology development amidst broader market conditions. The company's CapEx growth also positively influences sentiment for related technology firms such as Nvidia, AMD, and Broadcom.