Alphabet's stock fell 2% after CEO Sundar Pichai revealed that Google Cloud is deliberately limiting customer capacity to prioritize computing power for its frontier AI research, particularly for DeepMind. This strategy means Google Cloud is sacrificing short-term revenue, creating uncertainty about the financial impact since no specific revenue loss figures were provided. While this move highlights strong demand for Google Cloud services, it also raises concerns about potential lost business to competitors. Investors will closely watch Alphabet's upcoming Q3 2026 earnings report for clarity on the revenue trade-off and future capacity plans.
As of Oct 21, 2026 23:02 WIB, Alphabet's stock on Pluang is trading at USD 333.05, down 2.12% for the day, reflecting investor reaction to the cloud capacity strategy. Microsoft remains almost unchanged at USD 531.84 with a negligible 0.01% drop, while Amazon is slightly down at USD 262.17, falling 0.18%. Notably, Pluang order activity shows 72% of investors buying Alphabet shares, indicating continued interest despite the price dip.
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OpenAI announced it will make its AI models available to developers through Google Cloud, marking a significant expansion after ending Microsoft's exclusive license. This move places OpenAI's technology on all three leading U.S. cloud platforms—Googl...
Comscore introduced a monthly Score Report tracking Share of Ad Exposure Time across TV platforms, revealing that broadcast TV leads with 43.2% of ad exposure, cable follows at 34.5%, and streaming trails at 22.3%. This contrasts with over 74% of U.S...
The future success of AI as a service hinges on achieving $1.4 trillion in annual revenue by 2030. Major hyperscalers like Microsoft, Google, and Amazon can sustain slower AI monetization due to their strong existing cash flows, while companies like ...
TTEC Digital introduced the Government Experience AI Agent Suite, featuring over 40 prebuilt conversational AI agents on Google Cloud's Gemini Enterprise platform. These agents help government agencies automate public service tasks like applications ...
