Google's 3.2Q Token Shock: Inference Demand Goes Vertical
Google says monthly tokens across its surfaces jumped from 9.7T in May 2024 to 3.2Q+ in May 2026. The real story is inference demand.
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4 articles
TECHi reporting and analysis covering Alphabet. 4 articles, newest first.
Google Search vs ChatGPT Energy: The AI Margin Trap
Google Search and ChatGPT energy use look close per query. The real 2026 issue is AI search margin, reasoning demand and data-center power.
Can Google Justify Its Massive AI Infrastructure Spending?
Alphabet is spending up to $190B on AI infrastructure in 2026. Here is the free-cash-flow bear case, the Cloud countercase, and what GOOG investors should watch.
Alphabet Is One Clean Trading Day From No. 1
Anthropic's reported $200B Google commitment, Alphabet's $460B cloud backlog, and the market-cap gap with Nvidia explain the No. 1 call.