Browsing Tag
Google
131 posts
Google backs Anthropic with up to $40bn as 5GW compute deal reshapes the frontier AI landscape
Google commits up to $40B in Anthropic at a $350B valuation with 5GW of cloud compute. Here's what it means for AI markets. Read the full analysis.
Intel (INTC) crushes Q1 2026 earnings forecasts for sixth straight quarter as AI server CPU demand outpaces supply
Intel INTC beats Q1 2026 estimates by the widest margin in years. Revenue up 7%, DCAI surges 22%, 18A on track. Read what it means for Intel Foundry and the CPU race.
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.
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.
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.
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.
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.
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.
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.
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.