Browsing Tag
GOOGL
2 posts
Alphabet smashes Q1 2026 estimates as Google Cloud revenue soars 63% and AI infrastructure spend hits $35.7bn
Google Cloud revenue jumped 63% and backlog hit $460B. Now Alphabet is borrowing $31B to spend $190B on AI capex. Is the build finally bigger than the demand?
After five years of legal battles, Epic Games forces Google to cap Play Store fees and distribute competing app stores globally
Google agrees to cut Play Store fees to 9-20% and allow rival app stores on Android in a landmark settlement with Epic Games. Read the full strategic analysis.