During Alphabet's fourth-quarter earnings call, executives sidestepped an analyst's question about the Google-Apple artificial‑intelligence deal that powers Siri. The company offered only a brief statement that Apple had chosen Google as its preferred cloud provider and would collaborate on next‑generation foundation models built on Gemini technology. The silence highlights Alphabet's reluctance to reveal how the partnership may affect its core AI‑focused business, even as the historic search agreement continues to generate billions in revenue for both firms. Read more →

On an earnings call, Nvidia CEO Jensen Huang brushed aside concerns about an AI bubble, emphasizing the company’s role in powering a broad AI revolution. He highlighted record quarterly sales, a strong outlook, and strategic investments in firms such as OpenAI, CoreWeave and Anthropic. While Wall Street showed mixed reactions, the stock rose modestly after hours. Nvidia continues to dominate the GPU market, with most revenue now coming from data‑center products, and it anticipates continued demand despite broader market scepticism. Read more →