Google

Google is a multinational technology company specializing in internet-related products and services, founded in 1998 by Larry Page and Sergey Brin. Its core businesses include search, advertising and cloud computing, but it also has divisions in hardware and software development. Sundar Pichai currently serves as CEO. Its primary competitors include other major tech companies such as Amazon, Apple and Facebook. Google is making forays into artificial intelligence with Gemini, its conversational AI that aims to compete with OpenAI.
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Exclusive

Google Plans New ‘Frozen’ Chip to Run Its AI Models Much More Efficiently

By Erin Woo and Qianer Liu · Jul 20, 2026 6:00am PDT
Google is working on a new server chip that would directly integrate the blueprint of its Gemini AI model, enabling the company to serve its AI models to users much more efficiently, according to two people with direct knowledge of the matter. Google intends the new chip, informally dubbed “Frozen v2,” to help it address a major shortage in AI... Google is working on a new server chip that would directly integrate the blueprint of its Gemini...
Google CEO Sundar Pichai. Karl Mondon/AFP/Getty Images.
The Briefing

Google and Tesla Headline Tech Earnings This Week

By Martin Peers · Jul 19, 2026 3:01pm PDT
It’s midsummer, but now is not the time to be on the beach. This week, we’ve got Alphabet, Google’s parent, and Tesla reporting second-quarter earnings, and the week after, we’ll get Meta Platforms, Amazon, Microsoft, Apple and PayPal, a company in the takeover spotlight right now. Of most interest, of course, is how Google, Amazon and Microsoft... It’s midsummer, but now is not the time to be on the beach. This week, we’ve got Alphabet, Google...
Thomas Kurian, left, and Jensen Huang. Photos via Getty; art by Mike Sullivan
AI Infrastructure

Exclusive: Behind Google’s TPU Ground War to Lure Nvidia’s Most Loyal Customers

By Amir Efrati, Catherine Perloff and Phoebe Liu · Jul 13, 2026 8:00am PDT
Google is kicking off a ground war with Nvidia.While Google is one of the biggest buyers of Nvidia AI server chips, it has also been developing its own competing AI chip business that represents a threat to Nvidia’s dominant market share. Before this year, Google’s tensor processing units were housed almost entirely in Google facilities and... Google is kicking off a ground war with Nvidia.While Google is one of the biggest buyers of...
Spencer Platt/Getty Images.
The Briefing

Wall Street Sends Google a Message

By Martin Peers · Jul 23, 2026 5:00pm PDT · 1 comment
Maybe, just maybe, big tech firms need to do a better job of explaining their AI investment strategies. Shares of Google parent Alphabet fell 7% on Thursday after the company disclosed a further increase in capital expenditures this year—money it will spend on new AI chips, servers and data centers. The drop all but wiped out the gains the stock... Maybe, just maybe, big tech firms need to do a better job of explaining their AI investment...
Alphabet CEO Sundar Pichai. Getty Images.
The Briefing

Google Cloud’s Revenue Is Rocketing—but Costs of AI Expansion Are as Well

By Martin Peers · Jul 22, 2026 5:01pm PDT
Wow. Google Cloud’s business exploded in the second quarter, with revenue soaring 82%, nearly 20 percentage points faster than for the previous quarter. Rapid demand for AI services—and in this quarter, the impact of AI chip sales—has lifted Google Cloud’s growth rate by nearly 50 percentage points in the past four quarters. But while cloud... Wow. Google Cloud’s business exploded in the second quarter, with revenue soaring 82%, nearly 20...