$Alphabet(GOOG)$ $Alphabet(GOOGL)$ 's TPUs don't pay licensing fees to $NVIDIA(NVDA)$ , with lower construction and operational costs...this is game-changing. As for AI replacing traditional search? That's comedy gold - AI queries burn more cash and move slower. For basic searches, stick with the OG.
$Alphabet(GOOG)$ If AI is a bubble why is $Alphabet(GOOGL)$ still dropping? Wasn't everyone convinced search business would be destroyed by AI not long ago? This makes zero sense
Hoping $Microsoft(MSFT)$ outlines clear capex strategies with measurable AI progress at the shareholders gathering. $Meta Platforms, Inc.(META)$ 's previous communication sets a decent benchmark worth emulating.
$Amazon.com(AMZN)$ and $Alphabet(GOOGL)$ just rolled out a cross-cloud networking solution that bridges their platforms. This interoperability push addresses recent service disruptions while boosting enterprise continuity. $Microsoft(MSFT)$ 's Azure isn't left out - integration plans are already in the pipeline. The collaboration signals cloud giants prioritizing ecosystem synergy over market cannibalization.