The search giant's first $100 billion quarter suggests cannibalization isn't the right frame for Google's AI transition. Augmentation is more like it.

By Kenrick Cai NEW YORK, NY (Reuters) -Once a money-losing backwater, Google Cloud has become one of Alphabet's ...

Once a money-losing backwater, Google Cloud has become one of Alphabet's fastest-growing businesses, powered by massive bets on AI and years of costly investment in datacenters, custom chips, and ...

Amazon's cloud revenue rose at the fastest clip in nearly three years, helping the company forecast quarterly sales above ...

Alphabet Inc. (NASDAQ: GOOGL) is one of the stocks Jim Cramer recently talked about. Highlighting the reason behind the ...

Microsoft, Google, and Meta are pouring billions into AI data centers and cloud systems. Analysts warn of a growing AI bubble ...

Google's parent company, Alphabet, reported record quarterly revenue this week, with Google Cloud, Search and YouTube each ...

Meta's third-quarter earnings showed strong top-line growth, as well. Revenue grew 26%, beating Wall Street expectations of 22%. However, Meta's costs have grown at a faster rate than revenues have, ...

Here is a funny number to chew on. Sometime in the early part of 2026, if current trends persist, Google will have a spending rate on servers that is in ...

Theotrade‬’s Don Kaufman said earlier in October on Schwab Network that he’s bearish on Alphabet amid AI threats.

Alphabet crushed on earnings last night, and Google Cloud revenue grew 34%. Total sales growth was 16% for Alphabet, but ...