For more, let's bring in Low Tony, founding managing partner of Plexo Capital. He's also a CNBC contributor. So, Low, let's talk about the full stack, the soup to nuts aspect, and whether it is rightfully so that Alphabet is being anointed, this kind of new upand cominging king of the AI race.>> Yeah. Well, first, thanks for having me. And I think yes, we're seeing the story right now is that the AI narrative is shifting towards Google.And it starts with the infrastructure layer. And my core thesis has alwa ...

Try our mini crossword with a business twist: Play Fast Company Mini Crossword LOGIN SUBSCRIBE | Custom Studio advertisement BYÂ Michael Grothaus Listen to this ArticleMore info 0:00 / 0:00 Shares in Alphabet Inc (Nasdaq: GOOG), the company better known as Google, are rising again in premarket trading today. Why are GOOG shares rising? Shares in Alphabet have had a stellar run as of late. Subscribe to the Daily newsletter.Fast Company's trending stories delivered to you every day Privacy Policy | Fast Compa ...

Alphabet ( NASDAQ:GOOG )( NASDAQ:GOOGL ) has been on a rocket ride this year, and its market capitalization recently crossed $3.62 trillion, overtaking Microsoft ( NASDAQ:MSFT ) to claim the title of third largest company globally. ...

谷歌-C和 谷歌-A周一股价再创历史新高！大涨超5%！市值逼近4万亿美元！大概率将成为全球第3家市值超越4万亿美元的公司。谷歌在11月份逆势上 涨，成为M7里唯一逆风飞扬的公司，成为全球AI新的风向标。 如果你把时间拨回到 2022 年底，很难想象今天的 Google。 那时候，它是一个被 ChatGPT 打懵的巨头：手里握着 Transformer、LaMDA 这些一代又一代的基础发明，却看着 OpenAI 把大模型第一次做成了真正 意义上的大众产品——用户在 ChatGPT 上疯狂涌入、华尔街情绪剧烈摇摆、Alphabet 股价一年之内跌去近四成。 这一篇，不是在给 Google 做"事后诸葛式"的胜利总结，而是把这两年拆开来，看看一家巨头在被迫加速时，究竟牺牲了什么、学到了什么， 又赌上了什么。 《WIRED》采访了 50 多位现任和前任 Googler，从写底层模型的工程师，到天天和监管、风险对线的法务与安全团队，再到坐在董事会门口 做路演的高管。 从结果看，过去两年当然有值得写进"成功史"的桥段。 Gemini 3 代表的是 Google 在技术正面战场上的一次翻身仗：不再满足于"我们也有大模型"， ...

毫无疑问，Google最新推出的Gemini 3再次搅动了硅谷的AI格局。在OpenAI与Anthropic激战正酣之时，谷歌凭借其深厚的基建底蕴与全模态（Native Multimodal）路线，如今已从"追赶者"变成了"领跑者"。 此次Gemini 3不仅在多模态能力上实现了新的飞跃，更被视为谷歌对Scaling Law最极致的一次执行。 硅谷101在11月20日举办了一场直播，邀请了四位处于AI研发与应用最前线的嘉宾： 我们试图透过Gemini 3的发布，试图回答关于AI未来的几个关键问题：Gemini 3到底强在哪里？谷歌究竟做对了什么？全球大模型竞争格局将如何改变？ LLM的未来走向，以及在LLM之外，最前沿的AI实验室正在关注什么？ 以下是我们直播中的嘉宾浓缩观点，如果想收看完整直播内容，可以关注我们的YouTube和B站回放。 01 体验实测：Gemini 3到底强在哪里？ 在Gemini 3发布后的48小时内，各大榜单被迅速刷新。不同于以往模型仅在单一维度（如代码或文本）上的提升，Gemini 3被认为是真正意义 上的"全模态原生"模型。对于使用者而言，这种技术参数上的提升转化为怎样的实际体感 ...

Group 1 - Apple stock has performed well in 2023, achieving a market cap of $4 trillion, making it the second-largest company globally after Nvidia [1] - Despite its strong performance, Apple stock is considered overvalued compared to other major tech companies, particularly Alphabet and Microsoft, which are expected to surpass Apple in total value by the end of 2026 [2] Group 2 - Alphabet has made significant advancements in AI with the launch of the Gemini 3 chatbot, which outperforms competitors in various AI capabilities [3] - Gemini 3 is integrated into Google search results, reaching 2 billion users monthly, and has 650 million monthly active users, indicating rapid growth [4] - Google Cloud revenue is increasing at 34% year over year, with Alphabet's overall revenue growing at 15% in constant currency, suggesting strong future growth driven by AI demand [5] Group 3 - Microsoft has excelled in securing AI contracts for its Azure cloud computing division, despite lagging in consumer chatbot development [7] - Both Alphabet and Microsoft are positioned to outperform Apple in the AI sector by 2026, with Alphabet leading in consumer AI and Microsoft excelling in AI infrastructure [8]

Core Insights - Meta is seeking to enter the electricity trading market to support the energy needs of its data centers [1][2] - The company aims to secure long-term electricity purchases from new power plants while having the flexibility to resell excess power [2] - Meta's energy strategy is driven by the need for significant power expansion to support its ambitious AI data center plans [3] Group 1: Company Initiatives - Meta is requesting federal approval to trade electricity, following Apple's lead in obtaining similar approval [2] - The company's head of global, Urvi Parekh, emphasized the importance of consumer commitment in expanding power supply [2] - Meta's proactive approach is seen as essential for accelerating the development of new power plants [2] Group 2: Industry Context - The tech industry's growing energy demands necessitate the construction of new gas-powered plants, particularly for Meta's Louisiana data center campus [3] - The need for additional power infrastructure is critical to support the increasing energy requirements of AI and data center operations [3]

Metter is making a big push into A. I. We know that.And to assist in that expansion, the social media giant is actually adding another business to its portfolio. Power trading. Hoping to help plant developers by committing to long term energy contracts.Now most widely Gryphon covers matter. Extraordinary story. The amount of diversification these companies are having to do to fulfill the energy and requirements for datacenters.It's it truly is amazing. And it comes back to this idea that Mark Zuckerberg has ...

Core Insights - Google must double its AI serving capacity every six months to meet increasing demand for AI services [2][4] - The competition in AI infrastructure is critical and costly, with major players like Microsoft, Amazon, and Meta also increasing their capital expenditures [2][3] - Google aims to build a more reliable, performant, and scalable infrastructure rather than simply outspending competitors [4] AI Infrastructure Demand - Amin Vahdat highlighted the necessity to achieve a 1000x increase in AI compute demand within the next 4-5 years [2][5] - The company is focusing on enhancing capacity through efficient models and custom silicon, including the recently launched seventh generation Tensor Processing Unit, Ironwood, which is nearly 30 times more power efficient than its first Cloud TPU from 2018 [4] Capital Expenditure Trends - Alphabet raised its capital expenditures forecast for 2024 to a range of $91 billion to $93 billion, indicating a significant increase in investment in AI infrastructure [3] - Collectively, major hyperscalers, including Google, expect to spend over $380 billion this year on capital expenditures [3] Competitive Advantage - Google benefits from its partnership with DeepMind, which provides insights into future AI model capabilities [5] - The company aims to deliver significantly more compute, storage, and networking capabilities at the same cost and energy levels, emphasizing the importance of collaboration and co-design in achieving these goals [5]

Core Insights - Google must double its compute capacity every six months to meet the growing demand for AI services, with a target of achieving a 1000x increase in 4-5 years [2][5] - The competition in AI infrastructure is identified as the most critical and expensive aspect of the AI race, with major players like Microsoft, Amazon, and Meta also increasing their capital expenditures [2][3] - Google aims to build a more reliable, performant, and scalable infrastructure rather than simply outspending competitors [4] Capital Expenditure - Alphabet has raised its capital expenditures forecast for 2024 to between $91 billion and $93 billion, marking the second increase this year, with expectations of a significant rise in 2026 [3] - Collectively, Google and its hyperscaler peers anticipate spending over $380 billion in 2024 [3] Infrastructure Development - Google is focusing on enhancing its infrastructure through more efficient models and custom silicon, exemplified by the launch of its seventh generation Tensor Processing Unit, which is nearly 30 times more power efficient than its first Cloud TPU from 2018 [4] - The company leverages its partnership with DeepMind to advance AI model research and improve future capabilities [5] Strategic Goals - Google aims to deliver 1000 times more capability in compute, storage, and networking for the same cost and energy levels, emphasizing the challenges ahead [5]