Alphabet Inc. introduced its newest TPU 8t and 8i, which offer significant improvements in performance per dollar compared to the previous TPU v7. This advancement leads to lower costs for AI tasks, making Google's TPU offerings among the most cost-effective in the market. Google Cloud's operating margin rose to 35.6% in Q2, driven by a tripling of operating income to $8.8 billion as AI services expanded. Alphabet's move to sell TPUs to third-party customers began in April, marking a strategic shift in the AI accelerator market away from Nvidia dominance.
Alphabet's stock price fell sharply by 13.00% on Pluang, trading at USD 280.06 as of Oct 30, 2026 04:41 WIB. Meanwhile, Nvidia's shares declined by 2.29% to USD 210.44, reflecting mixed investor reactions to the evolving AI chip market.
Recent volatility in the technology sector is driven by worries over AI infrastructure spending, financing costs, and investment returns. Alphabet's earnings revealed strong AI cloud demand but raised concerns due to disappointing profits and high ca...
Alphabet's introduction of AI features in Google Search has led to a surge in query growth but with lower monetization compared to traditional ad-supported searches. This shift worries analysts as Google's dominant search ad revenue, which has driven...
Amazon's earnings highlight strong AWS growth and retail strength driven by successful Prime Days, with cash flow as a key focus. Microsoft impresses with robust Azure growth and resilient software business, supporting a positive long-term outlook de...
Alphabet Inc. remains a Buy despite recent stock selloff and worries over negative free cash flow, thanks to strong growth in its Cloud business. The Cloud segment's operating profit has tripled year-over-year, with margins rising from 23.7% to 36.2%...
Alphabet Inc. shares fell 11% after its Q3 earnings report, losing over $400 billion in market value. The decline was driven by concerns that AI technology is cannibalizing revenue and disappointing search ad sales. Despite negative free cash flow an...
