Browsing Tag
Google LLC
16 posts
Why would Broadcom finance $42bn of Anthropic’s own AI compute bill?
Anthropic could access up to $42 billion of conditional Broadcom financing against a $125.2 billion five-year TPU compute commitment, revealing how chip suppliers, private capital and AI labs are becoming financially intertwined as infrastructure costs surge.
Cipher Digital extends Texas AI data center deal as Barber Lake revenue tops $9bn
Cipher Digital lifts Barber Lake contracted revenue above $9 billion with a new 10-year AI lease adding about $5.2 billion.
Marvell (Nasdaq: MRVL) crashes 10% as Google AI payoff shifts to FY29
Marvell fell 10% despite record Q2 sales and higher forecasts. Can Google custom silicon justify MRVL's premium as bigger revenue shifts to FY29?
India targets Rs 39 lakh crore mobile production as new scheme pushes Apple-era supply chain deeper
India has notified its five-year Mobile Phone Manufacturing Scheme, combining incentives for large manufacturers with extra support for local sourcing, Indian brands and domestic design.
Oracle just revealed a $638bn backlog, so why did ORCL stock get punished?
Find out why Oracle stock fell despite record AI cloud revenue, a $638bn backlog, and rising investor concern over ORCL capex.
Alphabet is paying SpaceX $920m a month, so what exactly is GOOGL buying?
Find out how Alphabet’s $920m monthly SpaceX compute deal could reshape GOOGL stock sentiment, AI infrastructure, and cloud rivalry.
Can the EU’s Digital Markets Act finally force Google to open up Android AI and search data access?
The EU has launched proceedings to clarify Google’s DMA compliance on Android AI access and search data sharing. Find out what’s at stake in the 2026 showdown.
Can Microsoft’s new AI tools really save teachers time? Inside the Elevate for Educators rollout
Microsoft expands its AI strategy in education with Elevate for Educators and free Copilot tools. Find out what this means for schools and competitors.
Is Texas becoming America’s AI hardware state? How data centers, fabs, and grid capacity are shaping a new tech corridor
Can Texas become the backbone of America’s AI infrastructure? Discover how billions in data centers, fabs, and grid upgrades are reshaping the state.
Is Texas becoming the AI capital of America? Google’s $40bn plan says yes
Find out how Google’s $40 billion Texas investment is changing the data centre and AI infrastructure landscape today