Google Cloud Doubled—Why Alphabet Stock Still Fell 10%
Google Cloud more than doubled its revenue, yet Alphabet shares still fell about 10% as investors focused on free cash flow and the cost of the AI buildout. Microsoft offers a revealing comparison, and Amazon’s earnings could provide the next test of whether AI spending is beginning to fund itself.
OpenAI Buying Google AI Chips: What It Means for Nvidia
OpenAI reportedly plans to add Google’s AI chips to its computing mix, giving investors another sign that the AI infrastructure market is becoming more competitive. The bigger question is whether Google’s growing TPU business can meaningfully change Nvidia’s position as major AI customers seek more than one source of compute.