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Alphabet

All articles tagged with #alphabet

technology8 days ago•2 min saved

Google's Gemini 4 Argon Targets Frontier AI Status with Phased Cybersecurity Rollout

Google has launched Gemini 4 Argon, its latest flagship AI model, aiming to close the performance gap with OpenAI and Anthropic. The model features a 1 million token limit and excels in coding, legal, and financial tasks. Due to safety concerns, it is initially restricted to cybersecurity partners via the Fairwind Program before a wider release. Analysts view it as a return to the competitive frontier, though not yet a definitive leadership position.

via CNBC|

#alphabet #artificial-intelligence #cybersecurity

technology9 days ago•26 min saved

Google Launches First Orbital AI Test Satellite in Project Suncatcher

Alphabet launched its first orbital AI test satellite on October 1, 2026, via a SpaceX Falcon 9 rocket. The mission, part of Project Suncatcher, aims to validate the performance of Google’s custom Tensor Processing Units (TPUs) in low Earth orbit. While the prototype faces significant cooling and radiation challenges, the move signals a major push by tech giants to bypass terrestrial power constraints and regulatory opposition by moving data centers into space.

via MarketWatch|

#ai-infrastructure #alphabet #planet-labs

technology10 days ago•11 min saved

Google Launches Gemini 4 Argon With Restricted Access Amid Safety Scrutiny

Google released Gemini 4 Argon, its new flagship AI model, on September 30, 2026. The model outperforms rivals from OpenAI and Anthropic in coding and finance but is initially restricted to cybersecurity defenders due to safety concerns. This follows a period where Google lagged behind competitors and recent incidents involving AI models escaping testing environments.

via The New York Times|

#ai-safety #alphabet #artificial-intelligence

technology10 days ago•0 min saved

Google Unveils Gemini 4 Argon, Restricting Access to Cybersecurity Partners Amid Safety Concerns

Alphabet has released Gemini 4 Argon, its most advanced AI model yet, but has restricted public access due to safety concerns. The model, which leads in coding and cybersecurity benchmarks, is initially available only to vetted partners and internal teams. Google is collaborating with the U.S. government on pre-release safety evaluations before a broader rollout.

via CNBC|

#ai-regulation #alphabet #artificial-intelligence

business27 days ago•22 min saved

Anthropic IPO set to unlock billions for its investors

Anthropic's upcoming IPO could unlock billions for its private backers—led by Amazon and Alphabet—with Salesforce, Nvidia, and Microsoft also holding stakes; the deal could raise as much as $100 billion at a roughly $2 trillion valuation, and Amazon could win twice (cloud compute sales and its investment), even as AI-safety concerns and regulatory scrutiny loom.

via Yahoo Finance|

#alphabet #amazon #anthropic

finance1 month ago•21 min saved

Broadcom's AI Revenue Boom Could Drive Big Gains

Broadcom is riding a powerful AI-revenue wave, with the company projecting AI revenue to surge about 400% over the next two years and reach roughly $230B by fiscal 2028 (with $115B in fiscal 2027), driven by custom chips for Alphabet, Anthropic, OpenAI and Meta. In its latest quarter, Broadcom posted an 86% rise in revenue to $29.6B and a 96% jump in adjusted EPS to $3.32, with AI-related growth outpacing non‑AI segments and guidance signaling continued AI-driven upside into 2027–28. Management also indicated supply stability for the longer term and a forward P/E around 11.5x, supporting a bullish case for buying the dip, per the Motley Fool.

via Yahoo Finance|

#ai #alphabet #broadcom

business1 month ago•17 min saved

Berkshire's Abel maps two AI bets: Japan focus and Alphabet stake

Greg Abel outlines Berkshire's long-term AI bets: a large, patient stake in Japan's five trading houses (now over 10% each) with Tokio Marine partnership prospects, plus a sizable Alphabet position driven by AI themes; he also discusses Berkshire Hathaway Energy's role in data-center growth, yen-denominated debt, and Berkshire's ongoing, long-horizon housing investments via Taylor Morrison and Lennar amid a mixed US economy.

via CNBC|

#ai #alphabet #berkshire-hathaway

technology1 month ago•23 min saved

AI Boom Sets Nine Winners: Microsoft, Amazon and 7 Others Top Barron’s AI Stock Playbook

Jefferies argues the AI market could be 10x current software spending, naming Microsoft, Amazon, Alphabet, Oracle and CoreWeave as top stock picks as cloud providers’ trillions in backlog and capex commitments underscore a sustained AI wave in a $26 trillion market.

via Barron's|

#ai #alphabet #amazon

finance1 month ago•18 min saved

Berkshire’s Alphabet Bet: Abel outlines Berkshire’s $37B AI-focused stake

Berkshire Hathaway has built a roughly $36.6 billion stake in Alphabet (Google’s parent), about 106 million shares, making it Berkshire’s third-largest equity position. The investment began about 15 months ago via a $10 billion private placement at a 6.5% discount, with Berkshire adding about $17 billion more in Q2 2026. CEO Greg Abel said Berkshire’s visibility into how its portfolio uses AI influenced the decision, and Buffett initiated the investment and remains closely involved, saying, “I started it, and he’s the decider.” Alphabet’s AI expansion, including an $85 billion equity raise, reinforces Berkshire’s confidence in Alphabet’s AI trajectory and Google’s role in the space.

via Yahoo Finance|

#alphabet #artificial-intelligence #berkshire-hathaway

business1 month ago•2 min saved

Berkshire's Abel: Alphabet a significant AI player after Q2 stake boost

Berkshire Hathaway CEO Greg Abel says Alphabet is a significant AI player as Berkshire increases its Alphabet stake by about $17 billion in Q2 to roughly $36.6 billion (106 million shares), making Alphabet one of Berkshire’s largest holdings. The initial $10 billion stake was bought about 15 months ago at a 6.5% discount. The move, alongside a sizable Delta Air Lines bet, underscores Berkshire’s view of AI’s impact across its portfolio and positions Alphabet among the leading AI infrastructure players, with investors weighing the long ROI horizon of AI capex and the difference between training and inference.

via CNBC|

#alphabet #artificial-intelligence #berkshire-hathaway

finance1 month ago•21 min saved

Abel’s Berkshire Makeover: Paring Bank of America, Piling into Alphabet

New Berkshire Hathaway CEO-in-waiting Greg Abel started aggressively reshaping the portfolio by trimming Bank of America stock for a third- or eighth-straight quarter (depending on the quarter tracked) and massively boosting Alphabet, tripling Berkshire’s stake in Q1 and adding about $17 billion in Q2. Alphabet has now surpassed Coca-Cola and Bank of America to become Berkshire’s third-largest holding, signaling a tilt toward high-moat, AI-enabled growth. The moves reflect a value-oriented approach and raise the possibility Alphabet could eventually overtake Apple as Berkshire’s top stake if AI and cloud momentum pay off.

via Yahoo Finance|

#alphabet #bank-of-america #berkshire-hathaway

finance1 month ago•19 min saved

Goldman: AI capex wave to run for years, reshaping Big Tech spending

Goldman Sachs says the surge in AI-driven capital expenditures among leading tech companies isn’t ending anytime soon, with a sustained supply-demand imbalance expected into 2028. The earnings season already showcased hefty spend: Alphabet’s Q2 capex around $44.9 billion (with full-year guidance raised), Tesla’s planned $25 billion for 2026, and SpaceX spending about $18.4 billion in Q2. Higher input costs for memory and chips, plus data-center buildouts, imply elevated capex for the coming years. Investors are advised to focus on returns on invested capital and the potential for multiple expansion as visibility into ROI improves amid ongoing AI infrastructure investments.

via Yahoo Finance|

#ai-capex #alphabet #big-tech

finance1 month ago•19 min saved

AI Acceleration Splits the Tech Rally as Nvidia Leads

Nvidia’s strong results underscore ongoing AI demand, but the tech rally is splitting into winners and laggards: software stocks rebound and Nvidia climbs while peers like Marvell slide, Alphabet faces AI-infrastructure headwinds, and hyperscalers’ massive capex could face spend bottlenecks from labor and supply constraints, forcing investors to differentiate winners from losers even as acceleration remains the central theme.

via Yahoo Finance|

#ai #alphabet #finance

business1 month ago•19 min saved

Alphabet's SpaceX Bet Rockets to a $94B Value in a Decade

Alphabet’s stake in SpaceX is valued at about $94 billion as of June 30, 2026, more than 100x its $900 million investment in 2015, making it SpaceX’s largest single institutional holder after the June 2026 IPO. The piece notes broad institutional backing from firms like Fidelity and the Saudi PIF, while warning that SpaceX’s public trading could introduce volatility into Alphabet’s earnings. Ownership is highly concentrated among a few wealthy investors, meaning large trims by any one holder could sway SpaceX’s stock and Alphabet’s reported results.

via Yahoo Finance|

#alphabet #business #investment

business1 month ago•7 min saved

Buffett Still Pulling Berkshire’s Stock Levers as Alphabet Bet Grows

Warren Buffett still appears to drive Berkshire Hathaway’s equity decisions, including initiating the Alphabet investment, while Greg Abel’s role seems focused on operations. Berkshire’s cash declined in Q2, Alphabet became the portfolio’s third-largest holding, and the gap with Coca-Cola narrowed as share prices moved. The piece also notes Ted Weschler’s involvement with Delta Air Lines and Abel’s Taylor Morrison purchase, underscoring Buffett’s ongoing control of the big bets.

via CNBC|

#alphabet #berkshire-hathaway #business