Alphabet has rapidly scaled AI-generated code, now accounting for 75% of new code, driving internal productivity and innovation. GOOGL’s AI-driven chip design methods, AlphaEvolve and AlphaChip, ...

Tue, July 14, 2026 at 1:55 PM UTC Google's Q1 FY2026 revenue hit $109.90 billion, up 21.79% YoY, with EPS of $5.11. Cloud jumped 63% to $20 billion, and backlog nearly doubled sequentially to $462 ...

Last week, The Information reported that Meta is in talks to buy billions of dollars’ worth of Google’s A.I. chips starting in 2027. The report sent Nvidia’s stock sliding as investors worried the ...

To build a rival to Nvidia, Google has reached for Nvidia's own tactics: financial guarantees and 'circular financing' that turn its balance sheet into demand for its TPUs. A WSJ investigation shows ...

Nvidia Corp. and Google LLC used the search giant’s annual Cloud Next event to deepen their long-running partnership, creating a full-stack “artificial intelligence factory” that integrates Google’s ...

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. The AI trade has had a busy month or so. Magnificent 7 members Alphabet, Microsoft, Amazon, and Meta ...

AWS and Google Cloud both used GTC 2026 to detail new NVIDIA-based cloud infrastructure for AI workloads. The announcements emphasized not just GPU availability, but also inference, interconnects, ...

Alphabet (NASDAQ: GOOGL) and NVIDIA (NASDAQ: NVDA) just posted AI-heavy quarters from opposite ends of the silicon stack. Google leaned on its own TPUs, Gemini, and Cloud. NVIDIA rode Blackwell into ...

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Google's Cloud jumped 63% to $20B while NVIDIA's Data Center hit $75B; Google trades at P/E 16 owning silicon, model, and cloud. Google now sells TPUs externally to select customers, directly ...