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 ...

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 ...

NVDA dropped 11% in June while GOOG's $4.31 trillion market cap quietly closes on NVDA's $4.85 trillion crown. Google controls AI models, infrastructure, distribution, and end demand simultaneously, ...

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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