I last covered Alphabet (GOOG) (GOOGL) on July 28 in an article titled "Alphabet Q2: AI Drives Up OPEX And CAPEX." The article placed a focus on its FQ2 earnings report [ER] and rated the stock as a ...
For the last couple of years, OpenAI has relied heavily on Microsoft to supply compute power through the Azure cloud platform. Recently, OpenAI has been exploring new cloud partnerships with Oracle ...
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