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How custom silicon and distributed computing are reshaping the AI value chain.
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How a $900 million bet evolved into a $30 billion compute contract reshaping AI infrastructure
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When Buffett buys $10 billion in a tech giant, even a 1.9% dilution becomes a vote of confidence
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A comprehensive assessment of supply chain and energy risks threatening Google’s cloud and AI dominance.
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In an era of AI build-out, Alphabet’s capital allocation mirrors past industrial expansions, prioritizing assets over shareholder payouts.
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Eight original Transformer authors have left; rivals are scaling faster. What is Alphabet's countermove?
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An exodus of top researchers to Anthropic and costly SpaceX leases threaten Alphabet's vertical integration strategy in AI.
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The trilemma of advancing AI, preserving ad revenue, and managing regulatory friction puts Alphabet at a crossroads.
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How vertical integration and platform control will determine who captures the profits from AVs.
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Bullish on 92% fewer accidents, bearish on $150K per vehicle costs and regulatory risks.
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A detailed breakdown of how Alphabet leverages low dilution and high liquidity to consolidate compute supply chains.
