Alphabet AI Spending Raises Big Tech Stakes
The latest shock around Alphabet AI spending did not come from a weak quarter, a collapsing product, or a sudden loss of relevance. It came from something more complicated: a company still growing, still powerful, still sitting near the center of the internet economy, yet now spending so aggressively on artificial intelligence infrastructure that investors […]
B2B AI Demand Pushes Softcat’s Growth Signal
B2B AI demand is no longer sitting in the “future trends” folder where executives keep ideas they want to discuss later. It is showing up in real orders, revised profit expectations, infrastructure spending, and boardroom decisions that feel much more urgent than experimental. Softcat’s upgraded profit outlook has turned into a clean signal for a […]