Tag
#Alphabet
BIS says the AI data-centre buildout is becoming a credit story
AI data-centre debt risk is rising as the BIS warns private credit, opaque funding and $1 trillion capex could tighten financing.
AI infrastructure spend hits $US765b capital test
AI infrastructure spending is pulling Alphabet, SpaceX and Oracle into fresh equity and debt as investors test a $US765b build-out.
Alphabet $US80bn raise shows AI compute costs rising
Alphabet $US80bn raise will fund AI infrastructure as Berkshire Hathaway commits $US10bn and capex guidance climbs to $US180bn-$US190bn.
Hyperscaler AI debt: $662B in hidden data centre liabilities rattles credit markets
Amazon, Microsoft, Alphabet, Meta and Oracle have raised hundreds of billions in debt to fund AI infrastructure. Credit derivatives markets are now pricing in the risk — and $662 billion in off-balance-sheet data centre commitments is only beginning to surface.
Google EU fine looms as Brussels targets search changes
Brussels is preparing a fresh fine against Google over search self-preferencing, adding pressure to the search page as AI answers reshape traffic and discovery.
Google turns AI search into an ad business, not just a search feature
Google tests AI-generated ads in Search and AI Mode, signalling the company's AI overhaul is shifting from user acquisition to monetisation. The move represents a fundamental change in digital advertising economics as Google transitions from referral engine to answer engine.
