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Browsing Tag

Google capex

4 posts
GGoogle
Jeff Dean, Google AI chief. Photo: News1 - Seoul Economic Daily Technology News from South Korea
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Google Pivots to Gemini Commercialization After Losing AI Lead

  • August 8, 2026
Jeff Dean, Google AI chief. Photo: News1 Jeff Dean, known as Google’s “legendary engineer,” has left the company…
GGoogle
Meta's AI Operations Hit as Google Limits Gemini Access Amid Capacity Crunch – Firstpost
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Google burns cash for first time as AI spending pushes 2026 capex to $205 billion – Firstpost

  • July 23, 2026
Google parent Alphabet has reported negative free cash flow for the first time since going public, underscoring the…
GGoogle
A staff member at a computer parts shop displays memory modules. (Photo by VCG/VCG via Getty Images)
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MU, SNDK, SKHY Stocks Jump: Google’s AI Hunger, Elon Musk’s Micron Shoutout Send Memory Bulls Charging

  • July 23, 2026
The robust pace of Alphabet’s spending is a positive signal for its vendors and partners, particularly chipmakers. Micron…
GGoogle
A Google booth is seen at the Shanghai New Expo Center during the WAIC conference 2026. (Photo by Ying Tang/NurPhoto via Getty Images)
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Google Kicks Off Big Tech Earnings: Why Capex, Not Cloud Growth, Could Decide Market’s Next AI Trade

  • July 22, 2026
If Big Tech scales back its spending, it would have a cascading impact on semiconductor stocks as well…
AI Europe
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