Duquesne's billionaire boss jettisoned the hottest member of the "Magnificent Seven" in favor of an unstoppable trio profiting from the insatiable demand for AI hardware.
Blackstone committed $5 billion to a Google-backed AI infrastructure venture. The joint venture aims to bring the first 500MW of compute capacity online by 2027.
Nvidia will release its quarterly results on May 20, and history suggests that the stock may remain under pressure even if the company's report turns out to be a solid one. However, TSMC looks like a
Alphabet's Google agreed to create an artificial intelligence cloud business with Blackstone, aiming to compete with companies like CoreWeave in a burgeoning market. The project will rely on an initia
Combined 2026 capital spending from three cloud giants is set to top $570 billion, and they could be a smarter way to play artificial intelligence over the long haul.
Google and Blackstone announced a new AI company to challenge CoreWeave and Nebius. The new AI company will leverage Google's TPUs to offer enhanced compute options for businesses.
Alphabet's Google and Blackstone ​plan to ‌launch an artificial-intelligence cloud company ​using Google's ​specialized chips, the ⁠Wall Street ​Journal reported on ​Monday, citing sourc
Justin Bergner says AI-driven earnings gains are masking weak free cash flow as volumes thin. He highlights opportunities in Alphabet (GOOGL) and Amazon (AMZN), which are competing with traditional de
The duo plans to launch the unnamed U.S. company with $5 billion in equity capital from Blackstone, which will be the majority owner, according to people familiar with the matter.
When Apple's AI assistant gets major renovations with iOS 27, what does that mean for privacy?
Google I/O kicks off Tuesday at a time when Wall Street has already repriced Alphabet as a full-stack AI winner. Investors are watching a number of key areas, from the next Gemini model to agentic com
Alphabet's stock has been on a torrid run. Some big investors don't agree about what to do with it now.
Two of the largest names in digital advertising have moved in opposite directions over the past month, and the gap is striking.

Google I/O 2026 | The Vergecast Livestream

03:06pm, Monday, 18'th May 2026
Google I/O is upon us, which means Gemini season starts a few days early this year. We'll go live after Google's 1PM ET / 10AM PT keynote with reactions from The Verge's senior AI reporter Hayden Fiel
TPU sales are starting to have a huge impact on Alphabet's growth rates.
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