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Google / Alphabet

近 30 日相關文章（30）

• Ninepoint Alphabet HighShares ETF declares CAD 0.155 dividend · 2026-05-26 · Seeking Alpha 市場要聞（免費 RSS）
• Ninepoint Alphabet HighShares ETF declares CAD 0.155 dividend · 2026-05-26 · Seeking Alpha 市場要聞（免費 RSS）
• SpaceX and Anthropic, xAI's Two Companies, Elon Musk and SpaceXAI's Future · 2026-05-12 · Stratechery by Ben Thompson
• Amazon's Durability · 2026-05-05 · Stratechery by Ben Thompson
• Google Earnings, Meta Earnings · 2026-05-04 · Stratechery by Ben Thompson
• Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes · 2026-04-30 · Stratechery by Ben Thompson
• Intel Earnings, Intel's Differentiation?, Whither Terafab · 2026-04-29 · Stratechery by Ben Thompson
• An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents · 2026-04-28 · Stratechery by Ben Thompson
• AI Hardware, Meta Display, Redefining VR and AR · 2026-04-27 · Stratechery by Ben Thompson
• An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment · 2026-04-23 · Stratechery by Ben Thompson
• Tim Cook's Impeccable Timing · 2026-04-21 · Stratechery by Ben Thompson
• Nvidia Earnings, The AI Stack, Nvidia’s New Reporting · 2026-05-26 · Stratechery by Ben Thompson
• An Interview with Parallel Founder Parag Agarwal About Valuing Content on the Agentic Web · 2026-05-21 · Stratechery by Ben Thompson
• Google I/O, World Models, I/O Spaghetti · 2026-05-20 · Stratechery by Ben Thompson
• An Interview with Ben Thompson at the MoffettNathanson Media, Internet & Communications Conference · 2026-05-14 · Stratechery by Ben Thompson
• The Deployment Company, Back to the 70s, Apple and Intel · 2026-05-13 · Stratechery by Ben Thompson
• An Interview with Ben Thompson at the MoffettNathanson Media, Internet & Communications Conference · 2026-05-14 · Stratechery by Ben Thompson
• The Deployment Company, Back to the 70s, Apple and Intel · 2026-05-13 · Stratechery by Ben Thompson
• SpaceX and Anthropic, xAI's Two Companies, Elon Musk and SpaceXAI's Future · 2026-05-12 · Stratechery by Ben Thompson
• Amazon's Durability · 2026-05-05 · Stratechery by Ben Thompson
• Google Earnings, Meta Earnings · 2026-05-04 · Stratechery by Ben Thompson
• Amazon Earnings, Trainium and Commodity Markets, Additional Amazon Notes · 2026-04-30 · Stratechery by Ben Thompson
• Intel Earnings, Intel's Differentiation?, Whither Terafab · 2026-04-29 · Stratechery by Ben Thompson
• An Interview with OpenAI CEO Sam Altman and AWS CEO Matt Garman About Bedrock Managed Agents · 2026-04-28 · Stratechery by Ben Thompson
• AI Hardware, Meta Display, Redefining VR and AR · 2026-04-27 · Stratechery by Ben Thompson
• An Interview with Google Cloud CEO Thomas Kurian About the Agentic Moment · 2026-04-23 · Stratechery by Ben Thompson
• Tim Cook's Impeccable Timing · 2026-04-21 · Stratechery by Ben Thompson
• An Interview with Parallel Founder Parag Agarwal About Valuing Content on the Agentic Web · 2026-05-21 · Stratechery by Ben Thompson
• Google I/O, World Models, I/O Spaghetti · 2026-05-20 · Stratechery by Ben Thompson
• Tim Cook's Impeccable Timing · 2026-04-21 · Stratechery by Ben Thompson

歷次 thesis 中的出現

• 2026-05-27
  • 多Google Cloud 整合優勢（TPU + Gemini + GCP 同棧）在 OpenAI 多雲化後可爭奪 Azure 流失企業客戶
• 2026-05-26
  • 多Cloud backlog從$240B暴增至$460B、TPU需求驅動、企業agentic平台規模化；對應infra viewpoint中Google整合優勢假說
• 2026-05-25
  • 多Cloud backlog $460B 季增 92%，TPU 驅動部分增長，Forward Deployed Engineers 強化企業工作流整合護城河。
• 2026-05-24
  • 多Cloud backlog $240B→$460B 單季翻倍，TPU 自製晶片降低對 NVDA 依賴，infra 層競爭地位在三大雲中加速最強。
• 2026-05-23
  • 多TPU雲端backlog $460B+、GCP 63% YoY增長；前沿模型護城河假說中Google工作流整合優勢（Thomas Kurian訪談）持續兌現
• 2026-05-22
  • 多Cloud backlog $460B 創歷史新高，TPU 自製晶片降低推理成本，Anthropic 協議外部分帶動 h-002 企業護城河強化
• 2026-05-21
  • 多OpenAI多雲解除Azure獨家後Google Cloud成直接受益者；Gemini同架構優勢+agent部署加速，對應ai-model-frontier-economics-moat分發層機會
• 2026-05-20
  • 多Cloud積壓單季從$240B增至$460B，TPU企業採用驗證ASIC路線可行，基礎設施投資報酬率確認轉正
• 2026-05-19
  • 多Cloud 積壓 4600 億翻倍、TPU 需求驅動，支持 ai-model-frontier-economics-moat 企業基礎設施護城河論點
• 2026-05-18
  • 多TPU 驅動 Cloud +63%、積壓訂單 $460B，ASIC 自給優勢在推理時代轉化為直接收入，h-001 ASIC 份額加速獲驗證
• 2026-05-17
  • 多Cloud 積壓訂單季增 92% 至 $460B，TPU 企業採用驗證自研晶片推理路線；對應 ai-model-frontier-economics-moat 基礎設施多頭
• 2026-05-16
  • 多Cloud backlog從$240B→$460B季增92%，TPU規模推理部署印證infra層護城河；ai-model-frontier-economics-moat h-003中企業整合路徑兌現
• 2026-05-15
  • 多Cloud積壓訂單從2400億暴增至4600億，TPU需求驅動增量，infra+model雙層受益且Google自用與外部客戶共享同一基礎設施
• 2026-05-14
  • 多Google Cloud 63%增速+Anthropic TPU鎖定+OpenAI多雲解禁後的Azure份額侵蝕，infra+model雙層曝險同步強化
• 2026-05-13
  • 多Cloud 積壓訂單 $240B→$460B，TPU 需求驅動，chip+infra+model 三層受益，符合 ai-model-frontier-economics-moat 企業工作流護城河假說。
• 2026-05-12
  • 多Cloud 收入成長 63%，TPU 自研優勢 + Anthropic 深度綁定，OpenAI 非獨家後多雲格局對 GCP 有利，對應 nvidia-multi-arch-moat-vs-asic
• 2026-05-10
  • 多Cloud backlog $460B（單季翻倍）+TPU雙軌供應（內部+Anthropic），對應ai-model-frontier-economics-moat h-002 Anthropic企業嵌入同步強化Google生態
• 2026-05-09
  • 多Cloud backlog翻倍至$4,600億、TPU直接嵌入Anthropic $300億ARR成長鏈；infra護城河為模型層爆發的直接受益者
• 2026-05-08
  • 多Cloud backlog $460B + TPU 驅動 Anthropic 3.5GW 合作，chip 與 model 兩層同時受益於推理需求爆發
• 2026-04-29
  • 觀察Google Cloud同時供應Anthropic TPU並與其競爭，TPU產能對外輸出使Google Cloud capex分配邏輯複雜化，需評估TPU外售對Gemini自用算力的擠壓程度
• 2026-04-28
  • 多Google Cloud成Anthropic TPU算力後盾，內外部AI負載共用基礎設施，TPU供應優勢轉化為雲端收入
• 2026-04-27
  • 多TPU 產能綁定 Anthropic 至 2031，Google Cloud 在 AI infra 議價中獲得戰略槓桿，h-002 算力綁定護城河獲實證
• 2026-04-25
  • 觀察同時供應 Anthropic 算力並競爭前沿模型市場，Gemini 3 Deep Think 科研能力展示（art_id=826,827）與 Cloud TPU 收入能見度提升，但自我競爭結構需持續追蹤
• 2026-04-24
  • 多TPU直供Anthropic鞏固Cloud算力護城河，Google Cloud為Anthropic算力短缺的唯一近期解方，對應ai-model-frontier-economics-moat supports_bull。