Alphabet

3 briefs

power 2026-05-12

Anthropic Is Renting Compute From Everyone, Including Its Enemies

Anthropic committed $200 billion to Google Cloud, rented Musk's supercomputer three months after he called the company 'evil,' and is simultaneously locking in deals with Amazon, CoreWeave, and Akamai. This is not a diversification strategy. It is a survival posture.

power 2026-05-11

The EU Is Forcing Google to Open Android to Rival AI. This Could Matter More Than Any AI Regulation.

Under the Digital Markets Act, the European Commission has drafted binding measures requiring Alphabet to let competing AI services run on Android. The consultation closes today.

decision 2026-04-30

Big Tech Earns More, Spends More on AI. Meta Investors Revolt.

Alphabet's 63% cloud growth and 30% profit surge contrast sharply with Meta's share drop after raising AI capex to $145 billion with no clear payoff plan.