Alphabet (Google)

Google, Blackstone to create AI cloud firm with in-house chips

The move adds to a boom in spending on computing infrastructure

Google says the new features will roll out in waves, with some debuting on Samsung’s next foldable phones and Google’s Pixel 11 series.

Google unveils new android AI features ahead of Apple’s Siri revamp

This includes advanced capabilities for Gemini AI, redesigned emojis and improved Instagram video quality

Alphabet’s issuance is expected to total several hundred billion yen. The terms are expected to be decided this month.

Alphabet, Amazon tap overseas debt markets to fund AI infrastructure push

Surging spending on AI is leading tech giants to court investors beyond the US

Alphabet was the biggest stock in the market in early 2016 when it briefly surpassed Apple.

AI growth pushes Alphabet closer to overtaking Nvidia as world’s biggest company

The gap between the two has narrowed considerably over the past six months

Anthropic has said that it trains and runs Claude on a range of AI hardware, including Amazon Web Services’ Trainium, Google TPUs and Nvidia GPUs.

Anthropic commits to spending US$200 billion on Google’s cloud and chips: report

Alphabet is also investing up to US$40 billion in the artificial intelligence startup

Alphabet, the parent company of Google, is investing heavily in data centres critical to its AI ambitions.

Alphabet kicks off six-part euro debt offering

The company says it is planning as much as US$190 billion of capital expenditures in 2026

More than three years into a bull market fuelled by excitement about AI, two key pillars remain intact: Big Tech profit growth continues to outpace the rest of the market, and the flow of money into AI infrastructure keeps growing.

Big Tech earnings show split between AI trade winners and losers

The artificial intelligence boom is alive and well, but investors are getting more granular

Analysts and investors believe Google is scooping up a large chunk of new computing demand, due to its AI tools for businesses and powerful custom chips.

Google Cloud pulls ahead as Big Tech’s AI bet swells to US$700 billion

The company’s 63% revenue surge, its best growth yet, is far above estimates of 50.1%

Meta CEO Mark Zuckerberg has expressed confidence in the decision to escalate spending, though his answers to analysts’ questions were vague.

Alphabet, Amazon outpace Meta in AI during earnings bonanza

A key question among investors and analysts is whether that massive spending is providing tangible results