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GOOGLE CLOUD CHASES AZURE, TPUS TAKE ON NVIDIA, WALL STREET FLINCHES
Nscale seeks $30 billion IPO valuation as investors push for $16–$19 billion
Google Cloud closes in on Azure as TPUs fuel growth, but Alphabet shares sink
Google brings ads to AI Mode in international markets as core ad growth slows
Microsoft's filing shows $10 billion in OpenAI revenue and $7.2 billion in receivables
Shopify puts Shop Pay checkout inside AI agents, backed by card network tokens
Microsoft capex hits $45.2 billion, under its own $50 billion guide
Alphabet revenue misses estimates as shares slide after $51 billion AI outlay
Nvidia's $12.93 billion Hugging Face deal draws DOJ questions, Reuters reports
Nscale seeks $30 billion IPO valuation as investors push for $16–$19 billion
Google Cloud closes in on Azure as TPUs fuel growth, but Alphabet shares sink
Google brings ads to AI Mode in international markets as core ad growth slows
Microsoft's filing shows $10 billion in OpenAI revenue and $7.2 billion in receivables
Shopify puts Shop Pay checkout inside AI agents, backed by card network tokens
Microsoft capex hits $45.2 billion, under its own $50 billion guide
Alphabet revenue misses estimates as shares slide after $51 billion AI outlay
Nvidia's $12.93 billion Hugging Face deal draws DOJ questions, Reuters reports
Topics
AI Mode
2 stories, newest first.
Root Access
Google brings ads to AI Mode in international markets as core ad growth slows
Zola Kade,
October 28, 2026, 11:47 PM UTC
Null Hypothesis
Google privacy policy now lets connected Gmail and Photos data shape ads
Hari Sterne,
October 23, 2026, 5:29 PM UTC