Brad Gastwirth

Big Tech earnings season begins next week with Google, and the key figure will be capital expenditure on AI data centers, with Google, Amazon, Microsoft, and Meta planning to spend over $700 billion t…

Alphabet is expanding its Tensor Processing Unit (TPU) business through a $5 billion joint venture with Blackstone to build 500 MW of TPU compute capacity by 2027, as Google Cloud revenue is projected…