Google Cloud

Alphabet’s Record Profit Hides Its First AI Cash Burn

Alphabet did two things in the same quarter it had never done together: it booked the largest profit in its…

2 weeks ago

Google’s Ironwood TPU Still Has No Public Price, Three Months After Launch

Article BriefKey Takeaways5 Points30s Read01Availability-Ironwood reached general availability on April 22, 2026, but Google publishes no on-demand price for it,…

2 weeks ago

Qwen3.5 on Ironwood: What Google’s 4.7x Gain Proves

Article BriefKey Takeaways4 Points24s Read01Measured gain-Google reports 4.7x higher prefill-heavy and 3.1x higher decode-heavy throughput at concurrency 512.02Real baseline-The comparison…

4 weeks ago

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 months 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…

3 months ago