Company

Alphabet

108 briefings tracked

Alphabet is the parent company of Google, one of the world's largest technology firms and a major player in artificial intelligence development. The company has positioned itself at the center of the AI infrastructure race, recently overtaking Apple in market capitalization as investor focus has shifted toward AI capabilities.

Alphabet is pursuing multiple strategies to strengthen its AI position. The company is investing heavily in AI infrastructure alongside Amazon, developing custom AI chips to compete with Nvidia's market dominance, and expanding enterprise AI products like Google Gemini into specialized industries including legal services. Google has deepened partnerships with chipmakers like Marvell to develop proprietary AI silicon, signaling a commitment to reducing dependence on external chip suppliers.

The company's AI investments reflect the broader competitive dynamics reshaping Big Tech, where companies are racing to build both the infrastructure and specialized applications that underpin modern AI systems.

Latest on Alphabet

Billionaires Swap Palantir for Alphabet as the AI Trade Reshuffles

Everyone Owns the AI Trade. That's Exactly What Has Investors Nervous

Google Aims Gemini at Big Law With a New Enterprise AI Product

Alphabet and Amazon Are Set to Spend $420 Billion Building Out AI

Google Hands Marvell a $12.2 Billion Reason to Build Its AI Chips

Anthropic Poaches a Google Chip Veteran — and Signals It Wants Its Own Silicon

Google Goes After Nvidia's Turf by Selling Its Own AI Chips

Google's Leadership Shake-Up Lands in the Middle of the AI Race

A Pichai Call at Alphabet Has Chip Investors Watching Nvidia and Broadcom

Alphabet Passes Apple in Market Cap as the AI Race Reshuffles Big Tech

Two AI Winners, Two Very Different Balance Sheets: Nvidia vs. Alphabet

Buffett's Parting Shot: Berkshire's AI Bet Now Tops $30 Billion

Quantum Stocks Race Ahead of the Technology, With 50%+ Earnings Growth Forecast

Google Cloud's AI Boom Comes With a Catch: Two Customers

Google's New Robot Brain Hits 92% Precision — and Alphabet Stock Jumped 3%

Nvidia vs. Alphabet: The AI Revenue Question Investors Keep Asking

Big Tech's $700-Billion AI Spending Spree Sends Chip Stocks Soaring

Google DeepMind's Gemini Robotics 2 Pushes AI Out of the Chatbox and Into the Body

Amazon and Microsoft Keep Spending on AI, and Chip Stocks Are Cheering

Wall Street's New Obsession: How Much Big Tech Will Spend on AI

Big Tech's $500 Billion AI Bill Comes Due in 2026

Wall Street Blinks: Tesla and Alphabet Stocks Slide After Bigger AI Bets

Pichai's Big Bet: Alphabet Decision Puts Nvidia and Broadcom Investors on Notice

Google Just Went Cash Flow Negative for the First Time Since 2004

Google's $205 Billion AI Bill Comes Due — and Investors Blink

Nvidia's Stock Is Barely Beating the S&P 500 in 2026 — Despite Record Revenue

Alphabet Slips on Gemini Delay, But Cloud Surge Has Bulls Buying the Dip

Google Bets $205 Billion on AI — and Investors Blink

AI Frenzy Pushes Wall Street Into Record Territory

Wall Street Wrestles With the Price Tag of the AI Boom