Alphabet 'C'

Google will add a feature to Find Hub that lets Gemini save the location and a photo of important items (like passports) so you can ask later where you put them. The capability will roll out to devices running Android 16 or later in countries that support both Gemini and Find Hub. Google also announced Guided Vision in Gemini Live to help locate small items or read fine print, plus chat themes and shared Google Keep notes in Google Messages. » Mere på theverge.com

Marvell has granted Google a warrant on up to 58.97 million shares at an exercise price of $206.58, exercisable until Aug. 18, 2033, which vests partly over time and partly based on Google revenue. The agreement covers custom‑silicon programs for the TPU ecosystem, including AI accelerators, storage and network controllers, and near‑memory compute. Market reaction: Marvell shares rose as much as about 8.9 percent; analysts see mostly upside potential with a median price target of roughly $272.73; the maximum package value is, according to the SEC, up to $12.2 billion. » Mere på finanzen.net

Alphabet has started recording revenue from sales of its custom TPUs after CEO Sundar Pichai announced the chips would be sold to select outside customers. TPUs offer a lower-cost, workload-specific alternative to Nvidia GPUs and could reduce customers' dependence on Nvidia if demand grows. Broadcom stands to benefit from the move through its long-term TPU design partnership with Alphabet running through 2031. The development complements Alphabet's rapidly growing Google Cloud business, which reported $24.8 billion in sales and a $514 billion cloud backlog in Q2. » Mere på finance.yahoo.com