Google

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American leadership in AI > abundant and affordable energy

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GOOGLE IS GRATEFUL FOR ALL THAT YOU AND YOUR ADMINISTRATION ARE DOING TO SECURE AMERICA'S CONTINUED LEADERSHIP IN AI, AND TO YOUR POINT, IT MUST BE POWERED BY ABUNDANT AND AFFORDABLE ENERGY IF IT IS TO BENEFIT ALL AMERICANS.

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Google > 7800 megawatts of energy in Texas

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IN TEXAS ALONE WE ARE ADDING, WE HAVE CONTRACTED TO ADD MORE THAN 7800 MEGA WATTS OF NET NEW ENERGY GENERATION AND CAPACITY.

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Google >

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And then we have Google, which is the reliability leader, and they do have receipts.

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Google Glass > to the public

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Google released its first smart glasses to the public back in 2014.

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Google researchers > the SRAMM bear thesis on Micron

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They argue that inference is a memory bandwidth problem rather than a throughput one, going on to say that they refute the SRAMM bear thesis on Micron.

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Google > good earnings

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What I want to talk about here first is Google. Google comes out with some really good earnings today. A had posted um some different tweets on Google. They crush Q4. They crush it like crazy.

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Google > 400 billion

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Their annual revenue revenue here exceeds 400 billion and their cap x guide is at 175 billion versus expectations of 120 billion which is great.

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Alphabet > Google services

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So let's focus first on their Google services, their ad business plus... this business is growing low teens this year.

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Google > capex

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And I think that the concern is growing because Google just announced $180 billion of capex for 2026.

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Google > open-source models

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Now, the company unveiled their Gemma or Gemma 4 models. Now, this is not Gemini. We'll talk about that here in a second. They also made news there, but these are open-source models.

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Google > new pricing tiers

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this week, they announced new pricing tiers. This is also something that we're seeing just over the past couple of weeks. Companies like Anthropic at least temporarily announced windows where you can access the models at a higher rate.

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Google > batch API

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Google doing something interesting here. They are calling what they are calling batch API.

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Google > cost-effective AI video model

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Company's also unveiling what they call a cost-effective AI video model. If you do a lot of stuff with AI video and AI video editing or creating B-roll or different types of graphics with AI, you realize how expensive this can get. Well, what I like about Google is they come out with a Frontier video model called Veo.

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Google > class action lawsuits

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Google's not avoiding all of their class action lawsuits...

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Google > a highly valued stock

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This is a very highly valued stock. It's a great company. It's one of my favorite companies in the world as far as when I love to invest in this stock.