Nvidia’s ACIE Business Outgrows Hyperscalers as Data Center Revenue Tops Forecast
Nvidia's Data Center segment posted $89 billion in revenue last quarter, beating a $85.8 billion forecast, as its smaller ACIE…
Alphabet (GOOGL) Stock News
Latest Alphabet and Google stock news — advertising revenue, AI product updates, Google Cloud growth and GOOGL price analysis.
Alphabet Inc
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‘Model fatigue’ sets in as AI labs race to roll out new versions at frenetic pace
Anthropic, Meta, Google and OpenAI each shipped model updates within the same week, a pace insiders are calling "model fatigue."…
Six Hyperscalers Set to Spend $1.3 Trillion on AI Capex in 2027 as Only Microsoft Stays Cash-Flow Positive
Six hyperscalers are projected to spend $1.3 trillion combined on AI capex in 2027, up from an estimated $870 billion…
Anthropic’s Looming IPO: Amazon and Alphabet Already Own a Piece
Anthropic, maker of the Claude AI models, has filed a confidential draft S-1 with the SEC, and reports suggest an…
Greg Abel Ends Berkshire’s Stock-Selling Streak, With Alphabet the Biggest Buy
Greg Abel, Warren Buffett's successor as Berkshire Hathaway CEO, ended a 13-quarter streak of net stock selling last quarter, buying…
