Alphabet has rapidly scaled AI-generated code, now accounting for 75% of new code, driving internal productivity and innovation. GOOGL’s AI-driven chip design methods, AlphaEvolve and AlphaChip, ...

Tue, July 14, 2026 at 1:55 PM UTC Google's Q1 FY2026 revenue hit $109.90 billion, up 21.79% YoY, with EPS of $5.11. Cloud jumped 63% to $20 billion, and backlog nearly doubled sequentially to $462 ...

Forbes contributors publish independent expert analyses and insights. Dave Altavilla is a Tech Analyst covering chips, compute and AI. Apr 15, 2026, 02:43pm EDT This voice experience is generated by ...

AWS and Google Cloud both used GTC 2026 to detail new NVIDIA-based cloud infrastructure for AI workloads. The announcements emphasized not just GPU availability, but also inference, interconnects, ...

Nvidia has long dominated because of its CUDA software. Now, AI-driven software is challenging this moat as startups and ...

You're currently following this author! Click to unsubscribe from email alerts. Author of the First Trade newsletter The AI trade has had a busy month or so. Magnificent 7 members Alphabet, Microsoft, ...

Alphabet (NASDAQ: GOOGL) and NVIDIA (NASDAQ: NVDA) just posted AI-heavy quarters from opposite ends of the silicon stack. Google leaned on its own TPUs, Gemini, and Cloud. NVIDIA rode Blackwell into ...