Google is rationing TPU capacity in what CFO Anat Ashkenazi called a "supply-constrained environment," with Alphabet CEO Sundar Pichai publicly prioritizing frontier AGI work over Cloud, Search, and Y…
Amazon, Google, and Microsoft reported surging cloud revenues and capital expenditures for Q2 2026, with Amazon raising its 2026 capex forecast to approximately $220 billion and Google raising its ran…
Alphabet spent a record $44.9 billion in capital expenditures in Q2 2026, doubling from $22.5 billion a year earlier, driven by AI infrastructure investments, and reported its first-ever negative free…
Verizon CEO Dan Schulman told analysts on July 24 that the company signed a dark fiber agreement with Google valued at more than $1 billion, with revenue starting next year, as AI infrastructure deman…
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 …
Alphabet reported negative free cash flow of $5.9 billion for Q2 2026, the first time since going public, as Google's AI infrastructure spending outpaced its $119.8 billion in quarterly revenue. The c…
Alphabet reported a quarterly profit of $112 billion, four times higher than the same period last year, but $99 billion of that came from investments in other AI-focused companies like SpaceX and Anth…
Alphabet reported $119.8 billion in Q2 revenue, up 24 percent from a year ago, but free cash flow went negative $5.9 billion — the first red quarter since the company went public in 2004 — driven by a…
Google has started selling its custom Tensor Processing Units (TPUs) to customers for the first time, delivering them to customer data centers in the second quarter, CFO Anat Ashkenazi disclosed durin…
Alphabet reported negative $5.9 billion free cash flow for Q2 2026, the first time the company has posted negative free cash flow since going public in 2004, as capital expenditures hit $44.9 billion …
Alphabet raised its 2026 capital expenditure guidance to $195–$205 billion, up from $180–$190 billion, and reported Q2 revenue of $119.8 billion, up 24% year-over-year. CEO Sundar Pichai confirmed a f…
Alphabet and Tesla beat revenue expectations but saw shares fall in after-hours trading after both companies signaled another year of heavy AI infrastructure spending. Alphabet raised its full-year ca…
Google's profits quadrupled to $112 billion in the latest quarter, driven by AI investments, CEO Sundar Pichai said. The company's total revenue hit $119 billion, up 24% year-over-year, with its cloud…
Google's free cash flow turned negative for the first time as a public company, hitting -$5.9 billion in Q2 2026 due to record AI spending, with parent Alphabet CFO Anat Ashkenazi warning that free ca…
Alphabet Inc. reported second-quarter earnings of $2.85 per share, missing the $2.89 analyst estimate, while revenue jumped 24% to $119.8 billion, beating the $116.93 billion forecast. The company's s…
Alphabet reported Q2 revenue of $119.8 billion, up 24% year over year, as Google Cloud revenue surged 82% to $24.8 billion and the Gemini app reached 950 million monthly active users, closing in on Ch…
Alphabet reported Q2 2026 earnings of $119.8 billion in revenue, up from $96.4 billion a year earlier, as Google Cloud revenue surged 82% to $24.8 billion and net income hit $112 billion. During the e…
Google reported negative free cash flow of $5.9 billion in the second quarter, the first time in decades, as capital expenditures on AI data centers and hardware surged. The company raised its full-ye…
Alphabet reports Q2 2026 results today, with Wall Street expecting $117 billion in revenue and $2.87 EPS, but the key question is whether its $180 billion to $190 billion AI buildout is generating ret…
Google Cloud grew 82% year-over-year to $24.8 billion in Q2 2026, beating the $22.3 billion consensus, and its growth rate now mirrors NVIDIA's. CFO Anat Ashkenazi said Google began recognizing revenu…