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Big Tech just proved AI infrastructure spending works. Then it raised the bill anyway

ai, AI (Artificial Intelligence), AI and Us, AI Business Strategy, AI capex, AI in Action, AI infrastructure spending, Artificial Intelligence, aws, Big Tech earnings, Cloud Computing, Enterprise AI, google cloud, Inside AI, Meta, Microsoft Azure, Q1 2026 earnings

Every cloud beat. Every capex forecast rose. That is the two-sentence summary of the biggest earnings day of 2026, and it tells you almost everything you need to know about where Big Tech’s AI infrastructure spending actually stands right now. Microsoft, Alphabet, Meta, and Amazon collectively committed somewhere between US$630 billion and US$650 billion in […]

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NVIDIA and Google infrastructure cuts AI inference costs

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At the Google Cloud Next conference, Google and NVIDIA outlined their hardware roadmap designed to address the cost of AI inference at scale. The companies detailed the new A5X bare-metal instances, which run on NVIDIA Vera Rubin NVL72 rack-scale systems. Through hardware and software codesign, this architecture aims to deliver up to ten times lower

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Commvault launches a ‘Ctrl-Z’ for cloud AI workloads

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Enterprise cloud environments now have access to an undo feature for AI agents following the deployment of Commvault AI Protect. Autonomous software now roams across infrastructure, potentially deleting files, reading databases, spinning up server clusters, and even rewriting access policies. Commvault identified this governance issue and the data protection vendor has launched AI Protect, a

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Alphabet Inc. (NASDAQ: GOOG) — Independent Equity Research

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Rating: BUY | 12-Month Price Target: $390 | Current Price: ~$306 | Implied Upside: ~27% Report Date: February 27, 2026 | Analyst: Independent Equity Research This report is independent analytical research produced for informational and educational purposes only. It is not the product of a FINRA-registered broker-dealer, does not constitute investment advice, and should not…

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Alphabet Inc. (NASDAQ: GOOG) — Independent Equity Research

ai, AI (Artificial Intelligence), AI stocks, Alphabet, antitrust 2026, Artificial Intelligence, BUY rating, Cloud Computing, Equity Research, GOOG, GOOGL, google cloud, independent research, Mega-Cap Analysis, price target, Stock Analysis, Technology Stocks

Rating: BUY | 12-Month Price Target: $390 | Current Price: ~$306 | Implied Upside: ~27% Report Date: February 27, 2026 | Analyst: Independent Equity Research This report is independent analytical research produced for informational and educational purposes only. It is not the product of a FINRA-registered broker-dealer, does not constitute investment advice, and should not…

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How Formula E uses Google Cloud AI to meet net zero targets

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Formula E is using Google Cloud AI to meet its net zero targets by driving efficiency across its global logistics and commercial operations. As part of an expanded multi-year agreement, the electric racing series will integrate Gemini models into its ecosystem to support performance analysis, back-office workflows, and event logistics. The collaboration demonstrates how sports

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