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President Trump defended the U.S. AI data center expansion, arguing projects bring jobs and investment despite community pushback. Major hyperscalers, including Alphabet, Amazon, Meta, and Microsoft,…
Alphabet plans $700B capex in 2026 for AI infrastructure, launches Gemini-powered Googlebook laptop, pivots ad strategy toward AI formats, and partners with Fervo Energy for geothermal data center po…
Alphabet (GOOGL) is increasing demand for liquid cooling equipment to support expanding AI data centers, reflecting rising infrastructure needs driven by growing AI workloads.
Germany plans to quadruple its AI data center capacity by 2030, favoring domestic and European investments while accelerating approvals, benefiting major AI infrastructure players like Alphabet (GOOG…
Alphabet is negotiating with Chinese firms for liquid cooling systems amid AI-driven data center demand, addressing supply chain challenges and expanding procurement beyond Taiwan-based suppliers.
Alphabet promotes Amin Vahdat to lead AI infrastructure amid $90B+ capex on data centers and AI tech, intensifying cloud AI competition with Microsoft and Amazon.
Alphabet (GOOGL) benefits from strong AI infrastructure growth, large cloud revenue gains, and strategic AI model launches, despite rising capex and competition, making it a strong buy compared to Ne…
Alphabet's expanded multi-year partnership with Anthropic boosts Google Cloud with tens of billions deal and increased TPU capacity, strengthening AI infrastructure presence amid rising commercial de…
Alphabet’s $10+ billion deal to supply Anthropic with custom TPUs will boost its AI cloud computing capacity and margins starting 2026, prompting analysts to raise revenue forecasts and stock targets.
Anthropic partners with Alphabet to train Claude AI models using Google Cloud's extensive computing resources, highlighting strong demand and investment in generative AI infrastructure.