Alphabet runs Google Search, YouTube, Android and Google Cloud, and is one of the few companies building both frontier AI models and the chips they run on. Founded in 2015 and headquartered in Mountain View, California, Alphabet Inc. employs approximately 183,000 people.
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Hyperscalers are issuing debt at unusual scale to finance data-centre expansion, pushing AI investment beyond equities and into credit spreads, duration and refinancing risk.
AI compute demand is colliding with generation, transmission and grid-connection limits, making electricity availability a gating factor for data-centre growth rather than a background utility input.
AI neoclouds are borrowing heavily to build GPU infrastructure. We compare CoreWeave, Nscale and peers with the telecom fibre boom of the late 1990s.
Software shares fell after GPT-6 Astra while Qualcomm and other AI-infrastructure names gained. We explain the market split between AI disruption and AI spending beneficiaries.
A guide to 20 of the world's largest technology companies, from Nvidia and Microsoft to Apple, Alphabet, Amazon, TSMC, Broadcom and Oracle.
A guide to the Q3 2026 earnings calendar — key reporting dates, consensus EPS estimates and the guidance lines that move markets.