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 ...
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 ...
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, ...
You're currently following this author! Click to unsubscribe from email alerts. Author of the First Trade newsletter The AI trade has had a busy month or so. Magnificent 7 members Alphabet, Microsoft, ...
April 22, 2026 — NVIDIA and Google Cloud have collaborated for more than a decade, co‑engineering a full‑stack AI platform that spans every technology layer — from performance‑optimized libraries and ...
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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