Cloud revenue up 63% and custom AI chips winning customers – Alphabet’s surge has grabbed Wall Street’s attention.
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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.
Alphabet is taking on OpenAI with a gusto that underscores Wall Street’s perception that the Google parent is the leader in AI.
The Google parent has allayed doubts about its AI strategy, thrusting it back to the forefront of the high-stakes race.
Physical AI dominated CES this week, yet questions persist over affordability, usefulness and mass market demand.
Alphabet is closing in on a $4-trillion valuation, set to become only the fourth company to enter the exclusive club.
A momentous week in the technology sector made it clear there is no sign the boom in building AI infrastructure is slowing.