Alphabet earnings miss first sign AI is taking a bite out of search
Sundar Pichai, CEO of Alphabet, during the Google I/O Developers Conference in Mountain View, California, May 19, 2026.…
Google alters cloud playbook turning to partners to sell more AI chips
Thomas Kurian, chief executive officer of cloud services at Google LLC, speaks during the Google Cloud Next event…
AI turmoil: neoclouds struggle, credit risks jump, Solidigm pulls IPO
CoreWeave founder and CEO Mike Intrator poses for a photo during the company’s initial public offering at the…
Microsoft will mainly use its Maia chips for AI inference
A Microsoft Azure Maia 300 prototype chip. Microsoft Microsoft will ramp up use of its homegrown artificial intelligence…
Nvidia GPUs are everywhere. Here’s how companies access them
Marc Benioff, chief executive officer of Salesforce Inc., left, and Jensen Huang, chief executive officer of Nvidia Corp.,…
Satya Nadella reinvented Microsoft once. Can he do it in the AI era?
Microsoft CEO Satya Nadella speaks at the Microsoft AI Tour event in Munich, Germany, on Feb. 25, 2026.…
Wall Street sees a floor under software stocks in potential Workday deal
The potential purchase of payroll platform Workday by private equity firm Silver Lake puts a solid floor under…
‘SaaSpocalypse’ debate intensifies as software stocks swing wildly
Michael Cannon-Brookes, co-CEO of Atlassian. Scott Mlyn | CNBC The “SaaSpocalypse” was raging this week. Then it got…
1 hyperscaler megacap down, 3 to go. Alphabet raises the stakes on AI spending
One down, three to go. Alphabet kicked off Big Tech earnings this week — telling Wall Street it…
Google (GOOG) Q2 2026 earnings report: Live updates
Most of Google’s $44.9 billion capex supported AI infrastructure Most of Google’s $44.9 billion capital expenditures went to…
Macron, Modi court tech CEOs in AI infrastructure race
Countries are scrambling not to fall behind in AI — and French President Emmanuel Macron and Indian Prime…
Alphabet burnishes one of its best weapons in the battle for AI supremacy
Alphabet has squashed concerns that artificial intelligence will destroy its Google tech empire. One of its biggest weapons…