Alphabet has rapidly scaled AI-generated code, now accounting for 75% of new code, driving internal productivity and innovation. GOOGL’s AI-driven chip design methods, AlphaEvolve and AlphaChip, ...

Alphabet (NASDAQ: GOOGL) and NVIDIA (NASDAQ: NVDA) just posted AI-heavy quarters from opposite ends of the silicon stack. Google leaned on its own TPUs, Gemini, and Cloud. NVIDIA rode Blackwell into ...

Shares of Nvidia fell 3% after a report that Meta, one of Nvidia's key customers, could strike a deal with Google to use its tensor processing units for its data centers. Nvidia responded in a ...

Nvidia brushed off concerns that Google is coming for its crown. "NVIDIA is a generation ahead of the industry — it's the only platform that runs every AI model and does it everywhere computing is ...

For years, Nvidia Corporation (NVDA) has been the go-to supplier of GPUs, the backbone of the AI revolution. Its GPUs, paired with its powerful software, CUDA, made the company the unquestioned leader ...

Want more stock market and economic analysis from Phil Rosen directly in your inbox? Subscribe to Opening Bell Daily’s newsletter. The market is acting like Google is coming for Nvidia. Alphabet’s ...

To build a rival to Nvidia, Google has reached for Nvidia's own tactics: financial guarantees and 'circular financing' that turn its balance sheet into demand for its TPUs. A WSJ investigation shows ...

AWS and Google Cloud both used GTC 2026 to detail new NVIDIA-based cloud infrastructure for AI workloads. The announcements emphasized not just GPU availability, but also inference, interconnects, ...

Tue, July 14, 2026 at 1:55 PM UTC Google's Q1 FY2026 revenue hit $109.90 billion, up 21.79% YoY, with EPS of $5.11. Cloud jumped 63% to $20 billion, and backlog nearly doubled sequentially to $462 ...