company · Hyperscalers & Cloud
GoogleGOOGL
Alphabet's Google is one of the three global hyperscalers and the most vertically integrated AI operator: it designs its own TPU accelerators (the only at-scale alternative to NVIDIA silicon), trains the Gemini frontier models, and runs Google Cloud. On the infrastructure ledger it is both builder and renter — signing SMR offtakes with Kairos Power, researching orbital compute constellations, and paying ~$920M/month for external capacity at xAI's Colossus 2, all while its DeepMind unit sets the research agenda much of the buildout chases.
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Earnings
| Date | Period | EPS est | Actual | Surprise | Links |
|---|---|---|---|---|---|
| Jul 22, 2026upcoming | Jun/2026 | $2.86 | — | — |
Full calendar across tracked entities: /calendar
Relationships
Events
Google leases Colossus 2 capacity
Google agrees to ~$920M/month (≈$30B through June 2029) for ~110,000 GPUs at Colossus 2, per SpaceX regulatory filing.
DEAL · Jun 5, 2026 · role: lessee · confirmed
Claims on record
Google stated all five Play apps referenced in Chiu's letter had been suspended from Google Play
UNVERIFIED · TechCrunch · Jul 17, 2026
Google stated it has suspended hundreds of violating apps and restricted search terms like 'nudify' on its store
UNVERIFIED · TechCrunch · Jul 17, 2026
Google will pay roughly $920 million per month (about $30B total) from October 2026 through June 2029 to lease ~110,000 GPUs and related infrastructure at Colossus 2.
CORROBORATED · CNBC · Jun 5, 2026
Coverage
- The Orbital BidJun 24, 2026
- Renting From the EnemyJul 19, 2026