alphabet

Google’s 3.2Q Token Shock: Inference Demand Goes Vertical

Article BriefKey Takeaways5 points30s read01The correction-Google's 3.2Q+ monthly token figure is about 330x the May 2024 level of 9.7T, not…

3 weeks ago

Can Google Justify Its Massive AI Infrastructure Spending?

Article BriefKey Takeaways4 points24s read01The cash squeeze-Alphabet spent $35.7B on capex in Q1 2026 and generated $10.1B of free cash…

1 month ago

Google Search vs ChatGPT Energy: AI Margin Trap

Google said in 2009 that an average search used 0.0003 kWh, or 0.3 watt-hours. Sam Altman wrote in 2025 that…

1 month ago

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1 year ago