CNBC's MacKenzie Sigalos reports on trends regarding hyperscaler capex.

The new AI chip, called "Frozen v2," would embed parts of Gemini's architecture directly into the silicon, according to the ...

Alphabet and Tesla headlined a busy afternoon of Big Tech earnings reports that will help determine where the AI trade is ...

Meta and Alphabet both reported blowout quarters, but one relied on a tax windfall while the other borrowed billions to fund ...

Major stock indexes plunged as shares of Tesla and Google parent Alphabet sold off on AI spending concerns, and Brent crude ...

Alphabet posted its strongest quarter ever, then watched the stock crater 7% as the market panicked over a balance sheet move ...

Alphabet’s 82% cloud growth couldn’t save the stock after a $205 billion capex hike pushed quarterly free cash flow into the red.

Alphabet shares decline as rising AI investment worries investors despite strong earnings, cloud growth, expanding Gemini adoption worldwide ...

Big Tech’s insatiable appetite for AI investment is unleashing a relentless wave of bond sales — and having a bigger impact ...

Google plans to spend up to $205 billion on AI, data centres and Gemini as cloud demand surges, even as investors worry about rising costs and returns.

Google Cloud CEO Thomas Kurian told CNBC on Thursday that the company's existing customers are spending "roughly 50% more" than they've already committed.

Nasdaq 100 rebounds on chip buying, but Intel, Texas Instruments and Alphabet earnings will decide whether the AI trade can ...