Borrowing costs at decade highs threaten the investment and consumption that have sustained economic growth.
Browsing: Alphabet
Anthropic’s Claude Mythos and OpenAI’s latest model updates have left Google playing catch-up in frontier AI.
Koray Kavukcuoglu inherits day-to-day control, with Cloud leaders expecting a more product-led Google Gemini.
Meta’s free cash flow plunged to $784-million from $8.55-billion a year earlier, sending shares tumbling lower.
Google has put agents into Search and slashed prices to win enterprise business from rivals OpenAI and Anthropic.
Cloud revenue up 63% and custom AI chips winning customers – Alphabet’s surge has grabbed Wall Street’s attention.
Sundar Pichai’s bet on full-stack AI – chips, models, cloud – is starting to deliver real commercial returns.
Goldman Sachs has warned that US software valuations look stretched, like they were in the dot-com era.
Four tech giants pouring hundreds of billions of dollars into AI report results this week – and investors want signs of returns.
Meta, Amazon and Google are bankrolling advanced nuclear reactor projects to secure power for AI data centres.