Company
Google / AlphabetGOOGL
Alphabet pairs Google Cloud and Gemini models with the world's largest search and advertising business, while building custom TPU silicon.
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GOOGL
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Big Tech
Microsoft's Copilot Attach Rates Surprise to the Upside
Enterprise Copilot seat additions are accelerating, with attach rates in the installed base meaningfully ahead of Street models.
4 Jun 2026
Data Centers
Hyperscaler Data Center Capex Set to Cross $400B in 2026
Combined Microsoft, Google, Meta, Amazon and Oracle capex is tracking toward a record, with power and land emerging as the new constraint.
2 Jun 2026