Geopolitics

Alphabet’s AI Pivot Is Building a Moat

The company’s “full-stack” AI advantage and lower-cost TPUs help Google Cloud scale, with revenue up 34% to $15.2 billion and backlog at $155 billion.

33 min read
Alphabet’s AI Pivot Is Building a Moat
Technicians service hardware within an AI compute platform facility. This capital-intensive infrastructure underpins the transition to generative intelligence.