Alphabet company headlines, earnings, strategy, leadership, and market-moving business updates.
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Intel shares surged in early trading Monday on a newly announced strategic collaboration with Hitachi and renewed market talk that big AI buyers may diversify chipmaking and advanced packaging beyond incumbent partners.
THE APEX TIMES
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Alphabet’s Google said NotebookLM now uses a newer Gemini-based reasoning engine, runs code in a secure cloud environment, and can generate charts, spreadsheets, and slide decks from a user’s sources.
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The agreement gives Google access to about 110,000 NVIDIA GPUs and other compute capacity starting in October 2026, with a ramp-up period and termination provisions.
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A market report argues that Google’s evolving approach to AI-assisted search is making user-generated discussion platforms such as Reddit more valuable, reinforcing Reddit’s role as an alternative source of training and answers.
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A reported multi-year agreement would give Alphabet access to more than 100,000 Nvidia GPUs housed in SpaceX data centers, even as the company’s planned $85 billion equity increase stirs scrutiny over how the AI push will be funded and valued.
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The Google parent laid out an $80 billion equity raise tied to AI compute scale, including a $10 billion private placement for Berkshire Hathaway. The spending scale has spooked markets, even as the deal underscores durable confidence in Alphabet’s long-term push into artificial intelligence.
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Alphabet’s Google has agreed to pay SpaceX $920 million per month for access to roughly 110,000 NVIDIA GPUs and related compute capacity, according to an SEC filing tied to SpaceX’s IPO process.
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Alphabet says Berkshire Hathaway will buy $10 billion of its stock in a private placement alongside a broader $80 billion equity raise aimed at scaling AI infrastructure.
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A new compute arrangement discussed in market coverage links Google and Anthropic to SpaceX, adding to investor attention around the prospect of a larger role for private rocket and satellite networks in the AI infrastructure buildout.
