Detailed view for this entity.
“this is why we see Google buy Nvidia chips. This is why we see Google work with Broadcom um to make their own CPUs.”
“we see Google work with Broadcom um to make their own CPUs.”
“they recently announced a partnership to go even further than that, right? They extended their partnership to I believe 2031 or 2032.”
“Google has TPUs, their own custom AI chips, and not just as a backup option.”
“the market's not looking out too far, but far enough that they're valuing Tesla a bit like a tech company. I believe that if they value Tesla like a true tech company, they would be up there in the Nvidia and Alphabet rank.”
“if you want to have some exposure to SpaceX, what you could do is you could hold Google.”
“Warren Buffett owns He's got like 4 billion or 5 billion in in Google stock.”
“also have strategic relationships with American Tower and Google. The core product is the Bluebird satellite constellation built and operated from a growing US manufacturing footprint with roughly 500,000 square feet of facilities and over 1,800 employees.”
“Microsoft is, you know, gotten really beat up, I think in the news headlines. And if you ask me, Microsoft's going through a moment that Google went through about almost a year ago.”
“Google goes out of its way to highlight chains that are already ex experimented with postquantum signatures. Specifically naming Algarand, the XRP ledger and Salana as examples of active mitigation.”
“Now, my current understanding of the situation somewhere around the end of 2025, but there was a major breakthrough in terms of error correction. I think Google was the one that did it.”
“The first paper that made a lot of buzz last week comes from a group at Google. They looked at the use of quantum computers for a particular type of code breaking used to keep some cryptocurrencies including Bitcoin safe.”
“At the same time, Google announced that they revised their estimate for the arrival of Q day. They now put it at 2029.”
“OpenAI, but not just them, you know, really everybody else from Google to Microsoft to Amazon is very heavily reliant on Nvidia to build the infrastructure.”
“Google, uh, invested into, uh, SpaceX back in 2015, right? Many people don't know that Google actually could benefit from this IPO.”
“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.”
“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.”
“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.”
“Google doing something interesting here. They are calling what they are calling batch API.”
“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.”
“Google's not avoiding all of their class action lawsuits...”
“Over the past year, Alphabet Google is up 85%”
“Alphabet, as you can clearly see, is trading at a trading PE of 27.8 times.”
“Looking at Microsoft planning to spend $99 billion on AI data centers in 2026, 125 billion for Meta, 180 and 200 billion for Google and Amazon.”
“I want to leave you with this quote from Matthew Prince. He explains that the hyperscalers, so the big cloud companies like Google, Microsoft, AWS, the hyperscalers are in the business of buying machines and renting them back.”
“TSMC is responsible for fabricating the actual chips that companies like Nvidia, Apple, and Google are selling to both the AI market and the cloud computing markets.”
“And I think that the concern is growing because Google just announced $180 billion of capex for 2026.”
“It was a tremendous quarter for Alphabet and annual revenues exceeded 400 billion for the first time.”
“this year, one stock they did start buying was Google around $4 billion worth of the shares.”
“I'd argue their core properties are gaining market share.”
“announced raising over $20 billion of debt. They also announced expected projects in the tens of billions of dollars.”
“So let's focus first on their Google services, their ad business plus... this business is growing low teens this year.”
“Alphabet, the parent company of Google, just reported earnings and they crushed it. Revenue came in at $96.4 billion for the quarter, beating analyst estimates by 9.65%.”
“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.”
“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.”
“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.”
“Google released its first smart glasses to the public back in 2014.”
“And then we have Google, which is the reliability leader, and they do have receipts.”
“That also makes them great at large training jobs for those same AI models. And the third kind of workload that Google's TPUs are great at are specialized recommendation and ranking systems.”
“While its growth rate is slower than that of Alphabet and Microsoft, which saw their cloud revenue increase by over 35%, closer to 40%.”
“Intel doesn't even have a product that's as good as the products that Amazon or Microsoft or Alphabet is producing for these markets. So Intel is well behind and still doesn't have a strategy complete.”
“IN TEXAS ALONE WE ARE ADDING, WE HAVE CONTRACTED TO ADD MORE THAN 7800 MEGA WATTS OF NET NEW ENERGY GENERATION AND CAPACITY.”