Alphabet 'A'

According to reports, OpenAI is considering buying Google's Tensor Processing Units (TPUs) instead of using them via Google Cloud; a job posting for TPU optimization supports the hints, but there is no concrete confirmation. Google has been delivering complete TPU systems to external data centers since this year and expects larger revenues from them from 2027, while Oracle also plans to add TPUs to its cloud. At the same time, Jio Platforms jumped sharply after its IPO, significantly increasing the market value of Google's 7.5 percent stake and providing additional share-price support for Alphabet. » Plus sur deraktionaer.de

Google announced Genie 4, a world model that produces more realistic interactive simulations, supports real-time updates via natural language, and can generate accompanying audio. The model uses Gemini 3.8 Flash, extends generated experiences to about two minutes, and is pitched for pre-visualization, game prototyping and robot training scenarios. Genie 4 launches as a research preview for trusted testers and will be available soon to Google AI Ultra subscribers via a waitlist. » Plus sur theverge.com

Alphabet is being valued at a P/E of about 16 ahead of the upcoming quarterly results, as low as it has been in years. While Google Search continues to deliver revenue, Google Cloud, Gemini and YouTube drive additional growth, and Alphabet is investing billions in AI and cloud. The upcoming figures must show whether the sustained earnings and revenue growth justify the current valuation discount. » Plus sur deraktionaer.de