During the Trump-Xi summit in Beijing, US Treasury Secretary Scott Bessent announced that the US and China will establish a protocol for AI safety to ensure responsible development and prevent misuse by non-state actors. Bessent emphasized that the US leads in AI technology, enabling constructive dialogue with China. The summit also highlighted tensions over Taiwan, with China warning of conflict risks if mishandled. Bessent indicated that President Trump will address Taiwan issues further in the coming days. The meeting marks a significant step in US-China cooperation on AI and trade amid broader geopolitical challenges.
Alphabet and Microsoft both lead in cloud and AI growth, but they differ in valuation, growth, and income stability. Alphabet offers faster growth and better valuation, trading at a lower P/E and showing stronger cloud revenue gains. Microsoft, howev...
Google is projecting capital expenditures of $175-185 billion for 2026, after spending $91.45 billion in 2025, and is reportedly raising $80 billion in equity to fund 2027 capex. This massive spending on AI infrastructure, including a single project ...
Alphabet increased its 2026 capital expenditure guidance to $180-$190 billion, up from $175-$185 billion, driven by the Intersect acquisition and strong demand in Google Cloud. The company spent a record $35.67 billion in Q1 2026 and plans to raise e...
IBM and Google Cloud have launched a new Google Cloud Practice to help organizations scale AI into production and modernize core systems faster. The practice combines IBM's AI-powered platform, IBM Consulting Advantage, with Google Cloud's Gemini Ent...
Lovable, a fast-growing startup from Stockholm, has expanded its multi-year collaboration with Google, increasing its use of Google Cloud services fivefold and gaining access to advanced AI models including Anthropic's Claude and Google's Gemini. Thi...
