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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The Big Read

Blue Owl Eyes New Deals as It Pushes Deeper Into AI Boom

By Miles Kruppa · Feb 13, 2026 6:00am PST
If there are growing worries about the scale of money pouring into AI, word of that hasn’t reached Marc Lipschultz. He is co-CEO of Blue Owl Capital, a publicly traded investment firm that has struck a series of huge AI data center deals. And he’s gearing up for far more of them. Right now, he says Blue Owl is working on more than $100 billion... If there are growing worries about the scale of money pouring into AI, word of that hasn’t...
Masayoshi Son, CEO of Softbank. Photo by Akio Kon/ Getty Images
The Briefing

How SoftBank’s OpenAI Bet Could Benefit CEO Son

By Cory Weinberg · Feb 12, 2026 5:00pm PST
The “rough vibes” at OpenAI have gotten less choppy, allowing SoftBank boss Masayoshi Son to shed some personal financial risk in the company’s big OpenAI investment.A little-noticed disclosure in SoftBank’s earnings report released Thursday said that Son no longer was on the hook for the roughly $1 billion personal guarantee he had pledged so a... The “rough vibes” at OpenAI have gotten less choppy, allowing SoftBank boss Masayoshi Son to shed...
Jonathan Ross, CEO of Groq. Photo by Stefani Reynolds/ Getty Images
Dealmaker

Groq Shareholders Get a $7.6 Billion Payout

By Miles Kruppa · Feb 12, 2026 3:22pm PST
It’s been more than a month since Nvidia entered an agreement, made public on Christmas Eve, to license the technology of chip startup Groq and hire its top executives including CEO Jonathan Ross. Now the terms of the deal are coming into focus.  Groq told shareholders last month it expected to receive $17 billion in cash from Nvidia... It’s been more than a month since Nvidia entered an agreement, made public on Christmas Eve, to...
Anthropic's Data Center Ambition—and the Ex-Google Execs Who Could Make It Happen
AI Infrastructure

Anthropic's Data Center Ambition—and the Ex-Google Execs Who Could Make It Happen

By Anissa Gardizy · Feb 9, 2026 8:50am PST
Anthropic’s leaders have been loud about how its AI will reshape businesses but much less boisterous about how it plans to power that usage. Now the company’s data center ambitions are coming into focus. Anthropic is quietly assembling a veteran team, including two former Google executives, and has discussed securing at least 10 gigawatts... Anthropic’s leaders have been loud about how its AI will reshape businesses but much less...
Sunday Insights

How Capex Ramp Up Will Squeeze Google, Amazon, Meta

By Martin Peers · Feb 7, 2026 10:00am PST · 3 comments
Big tech’s dramatic ramp-up in projected capital expenditures this year will all but wipe out free cash flow for Amazon, Google and Meta Platforms. That will force some of those companies to make some difficult choices, such as whether to end stock buybacks or borrow more money. The good news is that the big tech companies have the capacity to... Big tech’s dramatic ramp-up in projected capital expenditures this year will all but wipe out...
Google CEO Sundar Pichai. Jim Lo Scalzo/Getty Images
The Briefing

Google Cloud Finally Takes Off

By Martin Peers · Feb 4, 2026 5:00pm PST · 1 comment
Sundar Pichai, take a bow. Google parent Alphabet delivered some red-hot fourth-quarter numbers on Wednesday, a sign that—like its fellow digital ad giant, Meta Platforms—it is enjoying the fruits of its big investment in AI. Alphabet reported both an acceleration in Google’s search revenue growth to nearly 17%, from 15% in the third quarter,... Sundar Pichai, take a bow. Google parent Alphabet delivered some red-hot fourth-quarter numbers...