Alphabet reported a strong Q2 with 24% year-over-year revenue growth, driven by an 82% surge in Google Cloud revenue, outperforming AWS in dollar additions. Search and AI segments also showed robust double-digit growth. Despite these strong fundamentals, the stock's valuation is now higher than its 15-year average, and buybacks have paused due to new equity and debt issuance. Investors should watch for cloud backlog conversion and TPU revenue acceleration as key future indicators.
Google has introduced new AI-powered voice features called Docs Live, Gmail Live, and Keep Live, enabling users to interact with their emails, documents, and notes using natural language queries and dictation. These features allow users to ask questi...
Alphabet showcased its AI infrastructure leadership at SEMICON Taiwan, highlighting innovations in power efficiency, optical switching, and hardware co-design. Its 1.09 power usage effectiveness (PUE) gives it a cost advantage over most competitors, ...
On Thursday, major AI platforms including OpenAI's ChatGPT, Anthropic's Claude models, and Google's Gemini experienced service disruptions causing elevated errors. OpenAI reported ongoing issues for about 20 minutes, while Anthropic identified the ca...
Google DeepMind and Google Research introduced WeatherNext 3, a new AI model that improves weather forecasting by predicting key variables like temperature, windspeed, and humidity at a higher resolution of 5km and providing hourly updates. It outper...
Berkshire Hathaway CEO Greg Abel identified energy supply, specifically site readiness and grid capacity, as the main constraint on AI data center expansion, rather than chip availability or capital. Data centers already consume about 8% of Berkshire...
