3 articles
Alphabet just posted record Q3 2025 results, breaking the $100 billion mark for the first time in a single quarter. Google Cloud stole the show with 34% growth and a massive $157 billion backlog, proving the company's strength in the AI economy.
Google Cloud and Anthropic have locked in a massive partnership that gives Anthropic access to one million TPUs and over one gigawatt of computing power by 2026 — a deal that could completely reshape how AI infrastructure economics work.
Taiwan Semiconductor Manufacturing Company posted record third-quarter results driven by explosive AI chip demand, with revenue jumping 41% year-over-year to $33.1 billion and gross margins reaching 59%.
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Usman Salis
Peter Smith
