Google is shifting from relying on external partners to designing its own AI chips, following Apple's successful vertical integration model. This move aims to reduce AI training costs, improve performance, and strengthen control over its AI infrastructure amid soaring demand. Google's existing TPU technology and strong cash flow give it an advantage, but chip development remains costly and complex. This strategy could reshape the AI hardware race, emphasizing infrastructure over just software capabilities.
Major tech companies Meta, Amazon, Microsoft, and Alphabet have invested trillions in AI, with Alphabet and Meta facing future investment commitments of $798 billion and $696 billion respectively. These commitments far exceed their recent net incomes...
A federal judge ruled that Google holds an illegal monopoly in the ad tech market but refused to force the company to sell its AdX advertising exchange. While the court upheld the monopoly finding, it denied the structural remedy sought by the Justic...
Alphabet CEO Sundar Pichai promised the Gemini 3.5 Pro AI flagship model by June 2026, but it has been delayed past September. Instead, Alphabet released the Gemini 3.8 Flash, a lower-cost coding model, disappointing investors and triggering the comp...
Microsoft has started reporting Azure's standalone revenue, revealing it is closer in size to Google Cloud but significantly smaller than Amazon Web Services (AWS). Azure's full-year revenue surpassed $100 billion with 43% growth in Q4, while AWS lea...
An Arkansas federal judge denied Entergy Arkansas's request to temporarily block the Arkansas Democrat-Gazette from publishing details about a $526 million solar facility deal powering a $4 billion Google data center. The company argued the documents...
