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 Google Cloud. 4 articles, newest first.
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.
Solana Just Became the Wallet for AI Agents
Solana and Google Cloud launched Pay.sh for AI agent payments. Here is how x402, stablecoins and API micropayments could reshape the web.
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.