Alphabet did two things in the same quarter it had never done together: it booked the largest profit in its history and it spent itself into negative free cash flow. Both trace to the same…
Article Brief Key Takeaways 5 Points30s Read 01Availability–Ironwood reached general availability on April 22, 2026, but Google publishes no on-demand price for it, while Trillium (v6e) and older TPUs still carry public rates. 02The estimate–The…
Qwen3.5 on Ironwood: What Google’s 4.7x Gain Proves
July 14, 2026
Article Brief Key Takeaways 4 Points24s Read 01Measured gain–Google reports 4.7x higher prefill-heavy and 3.1x higher decode-heavy throughput at concurrency 512. 02Real baseline–The comparison is Google’s April-to-June Ironwood software progress, not a new hardware generation….
Article Brief Key Takeaways 5 points30s read 01The correction–Google’s 3.2Q+ monthly token figure is about 330x the May 2024 level of 9.7T, not roughly 30x; the 7x figure is the one-year jump from May 2025….
Article Brief Key Takeaways 4 points24s read 01The cash squeeze–Alphabet spent $35.7B on capex in Q1 2026 and generated $10.1B of free cash flow after capex. 02The valuation check–Using official TTM FCF, Alphabet is closer…