Subject


Alphabet


2025-10-30

[News] Hyperscalers Ramp Up Capex Amid AI Boom, Risks Lurk: Microsoft, Meta & Alphabet in Spotlight

As hyperscalers kick off their latest earnings reports today, capex is taking center stage amid AI bubble concerns. But for now, those worries may be on hold, as Alphabet, Meta, and Microsoft all plan to ramp up spending significantly, CNBC reports. Among them, Alphabet—Google’s parent—stan...

2025-09-04

[News] Google Reportedly Courts Smaller CSPs to Host TPUs, Taking Aim at NVIDIA

According to The Information, citing sources, Google has recently approached smaller cloud providers that primarily lease NVIDIA chips, urging them to also host its AI processors in their data centers. As the report notes, the goal may be to encourage adoption of Google’s TPUs, which might place G...

2025-04-25

[News] Cloud Giants Face Investment Skepticism—Amazon and Google Say AI Push Continues

Amid growing concerns about a potential economic downturn, there has been heightened attention on whether cloud service providers (CSPs) are scaling back their investments in AI. However, according to CNBC and Reuters, executives from Amazon and Google both stated that the pace of building AI data c...

2024-07-30

[News] Amazon Unveiled the Latest AI Chip, Performance up by 50%

According to Reuters, engineers at Amazon's chip lab in Austin, Texas, recently tested highly confidential new servers. Per the Economic Times, the director of engineering at Amazon's Annapurna Labs under AWS Rami Sinno revealed that these new servers feature Amazon’s AI chips, which can compete ...

2024-05-31

[News] Google to Invest USD 2 Billion in Malaysia, Focusing on Data Centers and AI

According to a report from Wall Street Journal, Alphabet CFO Ruth Porat announced in a statement on May 30 that Google has committed to investing USD 2 billion in Malaysia. The investment includes building its first data center, expanding Google Cloud, and further developing artificial intelligence ...

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