Google Cloud
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Nvidia’s Risky Business
Nvidia is finding new ways for its customers to raise money, and it’s expanding the risk of the AI buildout significantly.
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Google Earnings, The Frontier Case, Amazon Earnings
Google’s earnings seemed to confirm the Anthropic hedge; it was Andy Jassy who explained why their — and Amazon’s — capex was justifiable.
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An Interview with Ben Bajarin About Apple, AI, and Compute
An interview with Ben Bajarin about WWDC and the status of the AI compute industry.
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Google Buys Compute From SpaceX, Broadcom’s Outlook, Apple’s AI Politics
Google’s deal with SpaceX, and Broadcom’s earnings, both seem bullish for Nvidia. Then, what I’m looking for at WWDC.
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The Google Capital Company
Google has issued equity to Berkshire Hathaway in a deal that signals far more demand and a future where capital is the ultimate commodity.
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An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment
An interview with Google Cloud CEO Thomas Kurian about Google’s cloud priorities, enterprise agent platform, and Google’s integration advantage.
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Anthropic’s New TPU Deal, Anthropic’s Computing Crunch, The Anthropic-Google Alliance
Anthropic needs compute, and Google has the most: it’s a natural partnership, particularly for Google.