AI Software & Hyperscale · Gemini + TPU + DeepMind + Waymo. The full vertical.
Alphabet is the only public company that designs its own AI silicon (TPUs), trains its own frontier models (Gemini), runs the leading AI research lab (DeepMind), and operates the most ambitious autonomy bet (Waymo). The integration is the moat; cannibalization of search is the risk.
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Market cap $2.48T
GOOGL · price history
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4 articles classified across the last 24 hours.
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Recent news on $GOOGL
business-standard.com · 2h ago
neutralAnthropic, which buys chips from a variety of sources, including Nvidia Corp., Google and Amazon.com Inc., has indicated recently that it wants to build an in-house silicon business
economictimes.indiatimes.com · 2h ago
bullishMemory stocks showed initial promise but are now faltering, weighed down by anxiety surrounding the artificial intelligence market. Sandisk and Western Digital reported declines, while Micron and Seagate experienced modest increases. Despite solid fundamentals and last years booming AI infrastructure demand, investors focusing on momentum are shifting their attention to different sectors for potential gains.
insidermonkey.com · 8h ago
neutralDemis Hassabis, the Nobel Prize-winning co-founder of Google DeepMind, is stepping down from running the AI lab day-to-day. He's becoming DeepMind's chairman and taking on a new role as Alphabet Inc.
Ars Technica · 15h ago
neutralAlphabet-owned company is seeking to persuade US regulators to clear a path for fully autonomous taxi services.
GOOGL · price · 3M