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Google Cloud Expands AI Chip Push As Nvidia Competition Intensifies
Alphabet Q1 Earnings Preview: TPU External Sales Show Promise As Gemini Plays Catch-Up
Google Cloud Next Conference Focus: AI Agents Enter Scale Phase, Inference Chips Become Independent Growth Curve
Google Cloud Next 2026 delivered a key message: the enterprise AI battleground has shifted from "how to experiment" to "how to govern and scale deployment." Seventy-five percent of cloud customers are using AI products, with Gemini's paying monthly active users growing 40% in a single quarter. For the first time, TPUs have been split into two product lines for training and inference, while the platform layer restructuring is aimed directly at creating an "agentic enterprise operating system." Following the event, JPMorgan, Bank of America, and Citi collectively maintained their "buy" ratings, with the highest target price set at $405.
No longer 'mere talk on paper'! The first batch of commercial nuclear power projects in the U.S. in over a decade has officially broken ground.
①In the past week or so, two major commercial nuclear power projects have been launched; ②A project by TerraPower, a company founded nearly 20 years ago by Bill Gates, officially broke ground in Wyoming on Wednesday, while Kairos Power also began construction in Tennessee last week, with plans to build a nuclear power plant that will supply electricity to Google.
Earnings Preview: Alphabet-A to Report Financial Results Post-market on April 29
Mobileye's Robotaxi Ambitions Have 'Progressed Significantly,' and the Stock Surges