Browsing Tag
Alphabet
53 posts
Marvell’s Google AI chip deal is bigger and more conditional than it looks
Google can acquire nearly 59 million Marvell shares under a warrant tied largely to custom-chip purchases, but the structure makes clear that the widely cited $12.2 billion figure is not guaranteed revenue for Marvell.
Marvell’s Google AI chip deal could unlock $120bn as Broadcom faces new TPU rival
Marvell’s Google AI chip deal could unlock $120 billion of revenue and a 6% Google stake, reshaping $MRVL while Broadcom’s TPU dominance faces a new test.
Marvell hands Google $12.2bn warrant to close hyperscaler custom silicon sweep
Marvell's $12.2bn Google warrant vests only against $120bn in cumulative custom silicon revenue, six times its current data centre run rate through fiscal 2033.
Snap revenue jumps 19% as AI advertising tools revive $SNAP investor confidence
Snap’s Q2 revenue beat lifted $SNAP, but weaker US users, rising AI costs and $2,195 Specs keep the social media turnaround risky.
Amazon Q2 2026 sales climb 20% to $200.6bn on fastest AWS growth in 18 quarters
Amazon Q2 sales climbed 20% to $200.6bn and AWS grew 36.7%, its fastest in 18 quarters, but a $53.4bn Anthropic gain and $220bn capex plan reshape the read.
Fusion just pulled in another $1bn, and Commonwealth Fusion Systems is the market test
Commonwealth Fusion Systems’ latest $1 billion equity raise brings its total capital to $4 billion, but the real test is whether SPARC can unlock a financeable path to the ARC fusion power plant in Virginia.
Google Flow Music gets Lyria 3.5 upgrade with sharper vocals and lyrics
Alphabet ships Lyria 3.5 to Google Flow Music on Q2 earnings day, as Suno's D. Mass. summary judgment and GEMA's 31 July Munich verdict test AI music training.
Why Google’s first European fusion cheque went to Proxima Fusion, not a tokamak
Proxima Fusion's €411m Series A2 at a €2.4bn valuation brings RWE and Google onto the register but leaves the Alpha stellarator budget to a future round.
SK Hynix files SEC prospectus for biggest ever US listing by a foreign company, targets $28 billion
SK Hynix launches $28 billion Nasdaq ADR listing under symbol SKHY, set to trade July 10 in the biggest ever US listing by a foreign company. Read more.
Nvidia (NVDA) rises on Kyber denial but trails AMD and Broadcom as Rubin Ultra cadence questioned
Nvidia (NVDA) denies SemiAnalysis report that Kyber rack for Rubin Ultra slips to 2028, but stock lags AMD, Broadcom as roadmap doubts build. Read more.