genai / news / / Barchart
The AI buildout around Alphabet's Google (GOOG) ecosystem is still picking up speed.
Alphabet’s 2026 capital spending is projected at $175–185 billion, heavily targeting AI-focused data centers.
KEY POINTS
- Google has unveiled two 8th-generation TPUs to meet demand from DeepMind and cloud customers.
- Alphabet is in talks to bring its Gemini AI into classified U.S. Department of Defense systems.
- Google is considering a Marvell partnership to build a memory processing unit and new inference TPU.
- Apple chose Google Cloud and Gemini to power new AI features, boosting Alphabet past the $4 trillion market cap.
COMPANIES
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