Ulta Partners With Google Gemini To Power Agentic AI For Beauty Shoppers https://t.co/S7y1rVtKCi (Photo: Courtesy of Ulta Beauty) https://t.co/HrKYDaMO2h ...

Google updates Workspace to make AI your new office intern https://t.co/bbGWyDLBqS ...

GOOGLE TO SPEND UP TO $185B IN 2026 ON AI AND CLOUD INFRASTRUCTURE, PICHAI SAYS AT CLOUD NEXTSundar Pichai (@sundarpichai) announced at Google Cloud Next on Tuesday that Google plans to spend between $175 billion and $185 billion on capex in 2026, up from $31 billion in 2022, to build the infrastructure for what he called the "agentic era" of AI.Pichai said 75% of all new code at Google is now AI-generated and approved by engineers, up from 50% last fall. Internally, Google's AI-driven security operations n ...

If exoflops get you excited, catch up on #GoogleCloudNext’s reveal of the two new TPU 8t and TPU 8i chips: https://t.co/UkrRwmS7Gv https://t.co/dSDZ1vCVsK ...

Google Cloud Next conference is underway and it has unveiled new chips and AI tools amid growing competition with OpenAI and Anthropic. Mackenzie Seagalos has more in today's tech check. Mackenzie, hey Cal.So, Alphabet's cloud chief Thomas Curran currently delivering the keynote at Google's flagship cloud event laying out a full stack enterprise AI pitch. New agents to compete more directly with Anthropic and OpenAI. new custom chips to challenge Nvidia and a broader mix of models and software tools designe ...

🔥 LATEST: Google Cloud models now process 16B+ tokens per minute, up from 10B last quarter, says Sundar Pichai. https://t.co/fonWZSiWfw ...

Google adds Nano Banana-powered image generation to Gemini’s Personal Intelligence https://t.co/Cmx9JS6tZK ...

🚨 LATEST: Google launches Skills in Google Chrome, turning prompts into reusable one-click workflows. https://t.co/d3Wl4PB0mY ...

Google's poised to earn a hundred billion dollars from an investment it made in SpaceX which is expected to go public this summer. I'm a tech reporter with CNBC and for years Google has invested in startups just through separate entities it created under its umbrella company Alphabet. But now with AI companies requiring checks in the hundreds of millions even billions of dollars.Google itself is becoming a prime investor and Amazon and Microsoft are also doing the same. Back in 2015 when Google first invest ...

Core Viewpoint - Broadcom's extended partnership with Alphabet for Tensor Processing Units (TPUs) significantly enhances its growth outlook and alleviates previous bearish concerns regarding its stock [1][2]. Partnership Details - The renewed agreement between Broadcom and Alphabet solidifies their long-standing collaboration on TPUs, which has been a major growth driver for both companies [2][4]. - Concerns that Alphabet might shift TPU production in-house or to a cheaper vendor have been mitigated by this deal, as Broadcom's ASIC platform is comprehensive and sticky [4]. Growth Potential - The partnership expansion includes a collaboration with Anthropic, granting access to 3.5 gigawatts of TPUs starting in 2027, with a $21 billion order for TPUs from Anthropic this year [5]. - Broadcom previously projected $100 billion in custom AI chip revenue by fiscal 2027, and this announcement suggests that this estimate may be conservative [7]. Financial Metrics - Broadcom's TPU sales are expected to maintain gross margins similar to its semiconductor business, further supporting its growth narrative [7]. - The company is gaining new ASIC customers, including OpenAI, which indicates a shift away from reliance on Nvidia's GPUs [7]. Investment Outlook - With the two major bearish arguments—lower margins and potential loss of TPU business—debunked, Broadcom is positioned as a strong growth stock [8].