Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Taiwan Semiconductor (NYSE:TSM) delivered blockbuster Q1 2026 reports exposing different paths to AI silicon profit.
In today's column, I examine a newly released AI governance framework that is being floated by Google as a means of providing national guidance and oversight of frontier AI. Frontier AI is the type of AI that is customarily considered leading-edge, large-scale in size and scope, and is exemplified by the latest generative AI and large language models (LLMs) of the major AI makers such as OpenAI ChatGPT and GPT-5, Anthropic Claude, xAI Grok, Google Gemini, Microsoft Copilot, and others.
Magnetic fusion start-up Proxima Fusion has raised €411 million ($469.69 million) from investors including Alphabet's Google and German utility RWE as part of a financing round, the Munich-based start-up said on Tuesday.
Alphabet (GOOGL) closed at $366.46 in the latest trading session, marking a +1.82% move from the prior day.
Google has expanded the scope of data it collects to train its artificial intelligence models, now incorporating media uploaded by users across several of its primary search-related services.
Consider this a belated PSA: A recent change to Google's privacy settings is allowing the company to store more of your data, including media such as “images, files, and audio and video recordings,” to improve its AI models. In other words, if you upload any media to Google's Search services, it's being used to train AI unless you opt out.
I keep buying Alphabet (NASDAQ:GOOG | GOOG Price Prediction) because every quarter it hands me a new reason to.
After a $10 billion private placement announced on June 1, Berkshire's stake in Alphabet makes it the third-largest public equity position. Incredible profits and cash flow, coupled with a wide economic moat, are characteristics Buffett appreciates.
Three companies. One buildout.
Candice Bryant spent nearly 16 years at the CIA before joining Google. She left Google last year to explore AI-related business ventures.
French President Emmanuel Macron and Indian Prime Minister Narendra Modi have stepped up personal outreach to major tech CEOs. France and India are trying to secure AI data centers, cloud infrastructure and chip investment.
Alphabet (NASDAQ:GOOGL | GOOGL Price Prediction) and Ferrari (NYSE:RACE) both make money for investors by owning irreplaceable brands, but the mechanics could not be more different.