Alphabet Inc.
Alphabet is being discussed mainly as a major AI-capex spender and beneficiary of the AI investment cycle. Aidan Garrib said hyperscaler AI capex growth exceeded 90% in 2026, while Felix Jauvin argued that Google’s reported earnings are being helped by higher valuations of its AI-lab investments 7. Other items point to Alphabet securing nuclear power for data centres 56 and a potential $40 billion-plus valuation for DeepMind spinout Isomorphic Labs 3.
From the window to Oct 11, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
4 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Robin Wigglesworth 1 mention
- TankerTrackers.com, Inc. 1 mention
- Jack Farley 1 mention
- Ed Zitron 1 mention
- The Kobeissi Letter 1 mention
- Stacy Rasgon 1 mention
See what your own voices say about Alphabet Inc., every morning.
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