Browsing Tag
Google
119 posts
Microsoft (MSFT) steps into OpenAI’s abandoned Stargate Norway slot with 30,000 Vera Rubin chip rental from Nscale
Microsoft has taken the Norwegian data centre capacity OpenAI branded as Stargate Norway, renting 30,000 Nvidia Vera Rubin chips from Nscale in Narvik. Read the analysis.
April 15, 2026
DocuSign stock and IAM platform: What DOCU retail investors need to know in 2026
DocuSign reported $3.2B in fiscal 2026 revenue with IAM platform growth accelerating. Here is what investors and enterprise buyers need to know now.
April 11, 2026
Broadcom (AVGO): Trading below its high, guiding to record revenue. What retail investors should know
Broadcom (AVGO) secured long-term AI chip deals with Google and Anthropic in April 2026. Here is the full retail investor roadmap: revenue, risks, and what happens next.
April 11, 2026
NVIDIA-backed SiFive raises $400m to expand its data center CPU roadmap
SiFive has raised $400 million to accelerate RISC-V data center CPUs. Read how this could reshape AI infrastructure competition and open compute strategy.
April 10, 2026
Why Accenture (NYSE: ACN) is betting on Replit and the rise of AI-native software delivery
Accenture’s Replit investment signals a bigger shift in enterprise software delivery. Read what it means for AI development, consulting models, and ACN stock.
April 10, 2026
Google-backed IPX Power launches with 4.4 GW solar portfolio after Intersect restructuring
IPX Power launches with 4.4 GW of solar and 8.8 GWh of battery storage after the Intersect–Google deal. Discover why investors are watching the new energy player.
March 10, 2026
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.
March 5, 2026
Google unveils Gemini 3.1 Pro and signals a turning point in artificial intelligence reasoning
Find out why Google’s Gemini 3.1 Pro signals a major shift in artificial intelligence reasoning and what it means for enterprises, developers, and investors.
February 22, 2026
Adani Group plans 5GW AI-ready data centre platform in $100bn long-term infrastructure bet
Adani Group commits USD 100 billion to sovereign AI infrastructure, linking renewable energy and hyperscale compute. Find out how this could reshape India’s AI future.
February 18, 2026
TotalEnergies SE (NYSE: TTE) earnings: Is the dividend safe at $60 oil?
TotalEnergies SE reports $15.6B adjusted net income for 2025 and sets 2026 capex at ~$15B. Read how Namibia, LNG, and AI power shape its strategy.
February 11, 2026