OpenAI and Anthropic spent a combined $3.17 million on federal lobbying in Q2 2026, a 23% jump from the prior quarter, with Anthropic alone spending $1.97 million — its biggest quarter ever and alread…
The Bank for International Settlements warns that the AI capex boom is faster than historical investment cycles including canal mania, railways, electrification, and dotcom, with AI investment reachin…
Alphabet shares plunged more than 7% on Thursday after the Google parent revealed it plans to spend up to $205 billion on capital expenditures this year and reported negative free cash flow for the fi…
Apple reclaimed the title of the world's most valuable public company on July 17, 2026, passing Nvidia, as its stock gained roughly 22% in 2026 while Alphabet fell 7% and Meta dropped nearly 10% after…
Google CEO Sundar Pichai confirmed the company is training Gemini 4, its most ambitious pre-training run yet, requiring a larger base model to compete at the frontier of AI development. Pichai express…
Alphabet reported its first negative free cash flow quarter since its 2004 IPO, burning through $5.9 billion more than it generated in Q2 2026, as capital expenditure hit $44.9 billion for the quarter…
Alphabet has locked down leases covering roughly 2.4 gigawatts of capacity across ten projects, partnering with former Bitcoin miners to secure power for AI data centers. In September 2025, Google agr…
US tech giants including Microsoft, Alphabet, Amazon, and Meta are projected to spend $600 billion to $725 billion on AI capital expenditures by 2026, up from $150 billion in 2023, but investors are g…
Alphabet shares plunged Thursday after the company reported its first-ever negative free cash flow as a public firm, despite a record quarterly profit of $112 billion driven largely by paper gains on …
Investors are punishing Big Tech stocks for rising AI capital expenditures, but AMD CEO Lisa Su, Mastercard CEO Michael Miebach, and IBM CFO Jim Kavanaugh all report strong AI monetization and product…
Alphabet's Q2 earnings revealed capital expenditures of over $78 billion in the first half of the year, with total 2026 spending expected between $195 billion and $205 billion, mostly on data centers …
The Nasdaq Composite fell 2.15% on July 23 after Alphabet and Tesla earnings revived concern about heavy AI spending, while surging oil prices added inflation pressure. Alphabet reported $119.8 billio…
Isomorphic Labs, the Alphabet spinoff, released IsoDDE on February 10, a unified drug design engine that achieves a 50% success rate on the hardest molecular prediction tasks, outperforming AlphaFold …
A single power fault in February 2025 knocked 1,800 megawatts off the US grid in milliseconds as data center UPS systems tripped, according to NERC's 2026 State of Reliability report, which warns that…
Nvidia CEO Jensen Huang told Axios that the AI chip boom will not end soon, arguing that the current expansion is industrially driven rather than seasonal or demand-driven, and that the industry must …
Alphabet and Tesla lost a combined $580 billion in market value this week as investors punished heavy AI spending, while suppliers like Supermicro Computer and Digital Realty surged on the same capita…
Six major tech companies—Amazon, Alphabet, Microsoft, Meta, Oracle, and Nvidia—have collectively issued roughly $244 billion in bonds globally through mid-July 2026 to fund AI infrastructure, more tha…
Alphabet posted a record $119.8 billion in Q2 2026 revenue, up 24% year-over-year, but its stock fell 7% and erased $255.1 billion in market cap after the company raised its full-year 2026 capital exp…
Moody's issued a sector-wide credit warning on July 24, projecting that combined AI capital spending by six tech giants—Microsoft, Amazon, Alphabet, Meta, Oracle, and CoreWeave—will reach $785 billion…
The Nasdaq Composite dropped roughly 1-2% as Alphabet raised its 2026 capex guidance to $195B-$205B and Tesla announced elevated AI spending plans, fueling investor fears that AI spending is outpacing…