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Public pushback against AI data centers is spiking. Cleanview's Michael Thomas explains how local politics threaten Big Tech margins.
Comments from Google Cloud's CEO suggest free cash flow could come back in a major way.
Google just landed inside nearly every major Fortune 100 company, but having access and winning the deal are two very different things. The real fight is happening at a layer most investors never think about.
A viral Slack resignation note from an Anthropic safety researcher just handed the SEC a loaded question about the company's confidential IPO filing, and Chamath Palihapitiya thinks the answer could sink a $2.3 trillion deal before it ever prices.
Anthropic just signed a compute bill so large it reshapes the math behind every NVIDIA forecast on Wall Street, and the number arriving ahead of the company's IPO raises a question Jensen Huang's own team has not fully answered yet.
YouTube will likely go down as one of the greatest acquisitions of all time.
Search still pays the bills, but Google Cloud's backlog now exceeds the entire company's revenue.
Broadcom’s September 2 results show custom AI hardware turning into substantial sales. On the accompanying call, management said it expected to accelerate Ironwood shipments to Anthropic in the fourth quarter. That puts Google’s TPU technology at the center of a relationship whose economics differ for Broadcom Inc. (NASDAQ:AVGO) and Alphabet Inc. (NASDAQ:GOOGL). Broadcom can sell […]
Space Exploration Technologies Corp. (NASDAQ:SPCX) says a new, unnamed hosting customer will begin paying $1.11 billion per month on December 1. That is a $13.32 billion annualized run rate, not necessarily a guaranteed $13 billion contract. Alphabet Inc. (NASDAQ:GOOGL) shows both how quickly this business can scale and why contract terms matter. SpaceX CFO Bret […]
Something strange is happening at the frontier of intelligence. Anthropic CEO Dario Amodei called for slowing frontier AI development, OpenAI CEO Sam Altman agreed that the industry needs to “pace the frontier,” and Elon Musk said Amodei was right. The industry leaders’ fear stems from the fact that the alignment problem remains fundamentally unsolved. Rumors […]
More NFL games are moving beyond Sunday afternoon, leaving YouTube and its subscribers paying more for a shrinking package.
Alphabet is having a great 2026, but Nvidia's growth is tough to compete against.
Recent IPO stock Fervo Energy is building on its partnership with Google with a massive power purchase agreement.
Google says its AI servers pay back in under two years, while its own chips take about one year. That could make Alphabet’s $200 billion AI spending look increasingly profitable.
Anthropic's CEO just called on the entire AI industry to slow down, while his own company's balance sheet depends on the biggest accelerators in the business. The conflict at the heart of that position may be impossible to resolve.
Trump is calling AI data centers the oil of the next 50 years and singling out Google for building one in the wrong country, but the communities he says will benefit are already absorbing a cost his pitch quietly skips.
The Magnificent 7 label vanished from Wall Street chatter, yet the profit engines behind these seven companies kept compounding in ways that have made betting against them one of the most punishing trades in recent memory.
Cathie Wood is swapping Google for Meta as AI takes center stage. But is Meta the better bet now?
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