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2 articles First covered May 1, 2026, latest May 1, 2026
Google logo press image used by 9to5Google for Alphabet's Q1 2026 earnings coverage
AI·

Alphabet hit $109.9B in Q1 and is starting to sell TPUs to outside data centers

Alphabet posted $109.9B Q1 2026 revenue with Cloud up 63% and a $460B backlog. Sundar Pichai said Google will sell TPUs to select customers running them in their own data centers.

Aerial view of a Meta data center site used by Fortune for AI infrastructure spending coverage
AI·

Hyperscalers are on track to spend $700B on AI infrastructure in 2026

Big-tech AI capex is projected at $700B in 2026, up from $410B in 2025. Microsoft alone guided $190B. Wall Street is split: Meta got punished for the spend, Alphabet rallied.