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Google and Constellation Sign 20-Year Nuclear Deal to Add 890 MW to PJM Grid
business3 days ago

Google and Constellation Sign 20-Year Nuclear Deal to Add 890 MW to PJM Grid

Google and Constellation Energy have announced a 20-year power purchase agreement to add 890 megawatts of new nuclear capacity to the PJM grid. The deal involves upgrading 11 nuclear units in Illinois, Pennsylvania, and New Jersey, with the first upgrades expected by 2028. This agreement includes a separate 15-year supply contract for 2,700 megawatts and a five-year technology partnership to integrate AI into grid operations.

via Yahoo Finance|
#ai-infrastructure#business#constellation-energy
Google Unveils Gemini Enterprise for Law Firms, Tapping a Broad Legal Ecosystem
technology1 month ago

Google Unveils Gemini Enterprise for Law Firms, Tapping a Broad Legal Ecosystem

Google Cloud announced Gemini Enterprise for Legal, a purpose-built, agentic AI platform for complex legal workflows. It includes specialized legal skills, secure connectors to major platforms, and a broad partner network (Legora, Courtroom5, Docusign, Everlaw, Free Law Project, Harvey, iManage, NetDocuments, RelativityOne, Thomson Reuters, and more) with consulting partners like Deloitte and Accenture. In preview, launch customers include Cleary, Freshfields, Weil, and Williams & Connolly. Marketed as a legal plugin inside Gemini Enterprise, the solution targets tasks such as regulatory horizon scanning, DSAR automation, contract review, playbook creation, redaction, and NDA drafting, signaling Google’s deep push into legal AI amid competition from OpenAI, Anthropic, Microsoft, Palantir, and others.

via Artificial Lawyer|
#enterprise-ai#gemini-enterprise#google-cloud
Alphabet doubles down on AI infrastructure as cloud and ads power Q2 2026 gains
business2 months ago

Alphabet doubles down on AI infrastructure as cloud and ads power Q2 2026 gains

Alphabet's Q2 2026 results show a heavy AI-driven investments ramp, with $44.9B in capex mainly for AI infrastructure; Google Cloud revenue jumped 82% to $24.8B, YouTube ads rose 13% to $11.06B, and search revenue grew 17% to $63.3B. The company also highlights gains from Gemini models and its Anthropic/SpaceX stakes, and signals 2027 capex will rise further amid ongoing AI expansion and new Gemini models.

via CNBC|
#ai#alphabet#business
Alphabet beats on cloud growth, hikes capex guidance amid AI push
company-earnings2 months ago

Alphabet beats on cloud growth, hikes capex guidance amid AI push

Alphabet beat Q2 expectations with EPS of $9.11 on $119.8B revenue, led by Google Cloud’s 82% year‑over‑year growth to $24.77B (vs. $24.56B est.) and advertising of $81.63B. Remaining performance obligations rose to $514B. The company also raised full‑year capital expenditure guidance to $195B–$205B to fund AI/data-center infrastructure, and the stock fell a bit over 2% as investors weighed the AI spending against near‑term returns.

via Yahoo Finance|
#ai#alphabet#capital-expenditure
Megacaps Take the Lead: Alphabet, Meta, and Microsoft Highlight the Mag7 Buy Case
business3 months ago

Megacaps Take the Lead: Alphabet, Meta, and Microsoft Highlight the Mag7 Buy Case

The Motley Fool identifies Alphabet, Meta Platforms, and Microsoft as standout buys within the Magnificent Seven, citing Alphabet’s strong Google Cloud growth and Waymo expansion, Meta’s AI-enhanced ad platform and open-source Llama framework, and Microsoft’s Azure-driven enterprise expansion and Copilot tools that reinforce customer lock‑in and scalable profitability.

via The Motley Fool|
#alphabet#business#google-cloud
Alphabet and Microsoft: AI Cloud Bets to Hold for the Next Decade
business3 months ago

Alphabet and Microsoft: AI Cloud Bets to Hold for the Next Decade

The Motley Fool flags Alphabet and Microsoft as solid long-term bets in AI and cloud computing. It highlights Google Cloud’s 63% year-over-year revenue growth, margin expansion, Gemini and TPU AI offerings, and Microsoft Azure’s 40% YoY growth plus Copilot integration and OpenAI stake as durable AI drivers. The piece argues these two stocks could pay off over the next decade, while noting Alphabet wasn’t in Stock Advisor’s latest top-10 list.

via The Motley Fool|
#alphabet#artificial-intelligence#business
business3 months ago

Alphabet's AI Engine Powers Stock Surge as Cloud Backlog Explodes

Alphabet's stock has more than doubled as its AI-driven cloud growth becomes the main revenue engine: Google Cloud revenue rose 63% in Q1 2026 to over $20B, and the backlog swelled to $462B, signaling strong demand even as management cautions the company is currently compute-constrained. The firm plans about $180-190B in capital expenditures in 2026, with 2027 capex expected to rise, implying a costly race to meet AI-driven demand.

via Trefis|
#ai#alphabet#backlog
Apple's Siri AI to Run on Nvidia Chips via Google Cloud, Signaling Cloud-Heavy Upgrade
technology4 months ago

Apple's Siri AI to Run on Nvidia Chips via Google Cloud, Signaling Cloud-Heavy Upgrade

Apple is reportedly redesigning Siri to tap Nvidia's Blackwell B200 chips hosted on Google Cloud, blending on-device processing for simple requests with cloud compute for heavier AI tasks, while still using its Private Cloud Compute for sensitive workloads. The move, tied to broader AI infrastructure collaboration, could scale Siri's capabilities ahead of WWDC with Nvidia and Google Cloud providing the heavy lifting, though Apple has not confirmed specifics.

via Yahoo Finance|
#ai-infrastructure#apple#google-cloud
Apple to Run Siri on Nvidia Gemini GPUs in Google Cloud with Confidential Compute
technology4 months ago

Apple to Run Siri on Nvidia Gemini GPUs in Google Cloud with Confidential Compute

A new report details Apple’s plan to process some Siri queries in Google Cloud using Nvidia’s Gemini-based GPUs and its confidential compute feature, encrypting data as it’s processed on the chips. This marks a shift from Apple’s typically in-house approach, leveraging Nvidia hardware and Google Cloud for at least part of Siri’s AI workload, though integration with Apple’s Private Cloud Compute strategy remains unclear.

via 9to5Mac|
#apple#gemini#google-cloud
Alphabet plans $80 billion equity raise to bankroll AI infrastructure buildout
business4 months ago

Alphabet plans $80 billion equity raise to bankroll AI infrastructure buildout

Alphabet plans to raise up to $80 billion in equity to fund its AI infrastructure investments, including a $10 billion private placement to Berkshire Hathaway—its first stock sale in more than two decades. The move accompanies an expected up to $190 billion in capital expenditure this year, funded in part by debt, as Alphabet seeks to diversify funding sources. Berkshire would own about $32 billion of Alphabet, elevating its stake among Berkshire’s top holdings. Proceeds will also cover changes to taxes on vesting employee stock grants, with about $30 billion from common/convertible shares and up to $40 billion from open-market sales expected starting in Q3. Goldman Sachs acted as placement agent for Berkshire and joint bookrunner on the equity raise with JPMorgan Chase and Morgan Stanley. Google Cloud posted a 63% YoY revenue rise to $20 billion in Q1, highlighting AI-driven growth.

via Financial Times|
#alphabet-inc#artificial-intelligence#berkshire-hathaway
Alphabet Rockets on AI Push, Google Posts Best Month Since IPO
business5 months ago

Alphabet Rockets on AI Push, Google Posts Best Month Since IPO

Alphabet jumped after beating revenue estimates and Google Cloud revenue rising 63% year over year, fueling a 34% April rally—the strongest since Google’s 2004 IPO—while Meta fell as investors questioned the returns on its AI spending; Alphabet also lifted its year capex forecast to $180–$190 billion, and Meta explored a $20–$25 billion bond deal to fund its AI buildout, underscoring divergent paths in the AI investing cycle.

via CNBC|
#ai-spending#alphabet#business