Thinking Machines Lab, founded by ex-OpenAI exec Mira Murati, signed a multi-billion-dollar deal with Google Cloud to use its AI infrastructure powered by Nvidia's latest GB300 GPUs. This partnership supports the startup's reinforcement learning workloads, crucial for its AI model automation tool, Tinker. The deal highlights Google's push to secure leading AI labs and reflects the high computational demands of frontier AI development. Thinking Machines may also use other cloud providers, but this marks its first major cloud services agreement.
In 2026, Alphabet has delivered outstanding returns over one, three, and five years, contrasting with struggles faced by other hyperscalers. The semiconductor sector remains highly cyclical, impacting both business performance and stock prices. A com...
In Q2 2026, top contributors to growth included Taiwan Semiconductor Manufacturing, Alphabet, United Rentals, Apple, and Visa. Alphabet’s Google Search and Cloud segments showed robust revenue growth of 19% and 63%, respectively, boosting operating i...
Following a five-year antitrust lawsuit by Epic Games, Google will let Android users in the US download third-party apps directly from the Google Play Store starting July 22. This change comes after a court ruling that found Google's Play Store pract...
Jim Cramer cautioned that the recent rally in Big Tech stocks like Alphabet, Microsoft, Meta, and Amazon might be more about investor optimism than real improvements in their business fundamentals. Despite positive news such as Warren Buffett's endor...
Google has announced its biggest solar power and battery storage purchase, investing in a project in Arkansas that will generate enough electricity to meet about 6% of the state's peak demand. The project, developed with Cypress Creek Energy, will ad...
