Nvidia stock is dogged by fears of Google's Tensor Processing Units taking market share.

Alphabet Inc. (NASDAQ:GOOGL) is putting another $15 billion behind the AI infrastructure race. Reuters reported September 9 that Google plans to invest at least €13 billion, or roughly $15.1 billion, ...

A new coalition of tech giants aims to speed AI data center grid connections in exchange for more flexibility.

Tue, July 14, 2026 at 1:55 PM UTC Google's Q1 FY2026 revenue hit $109.90 billion, up 21.79% YoY, with EPS of $5.11. Cloud jumped 63% to $20 billion, and backlog nearly doubled sequentially to $462 ...

For the last few years, Wall Street has obsessed over Nvidia's revenue concentration from artificial intelligence (AI) hyperscalers.

Google (GOOG) (GOOGL) is working to lessen Nvidia's (NVDA) advantage with its CUDA software platform, with some help from Meta Platforms (META), Reuters reported. The search giant is attempting to get ...

Nvidia, Emerald AI & Google launch AEMA to make AI data centers grid-responsive via workload shifting, storage & demand ...

Shares in chipmaker Nvidia sank about 4% Tuesday following a report that Meta is in talks to spend billions of dollars on chips from rival Google. As part of the deal, Meta – the social media giant ...

NVIDIA, Google, and energy tech startup Emerald AI have joined forces to launch the AI Energy Management Alliance (AEMA), a ...

NVIDIA released AI-predicted protein structures for more than 2,800 viruses and an open BioNeMo pipeline to help researchers ...