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Alphabet Inc.
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Morning Brief October 21 2026
Published · By Nicholas Thomas
A draft prospectus seen by the Wall Street Journal puts numbers on what Anthropic has promised Google, Amazon and Microsoft. Their backlogs are large enough to hold every dollar, and none of the three says whose it is. SpaceX's quarter, Musk's compute shortage, Super Micro's $4 billion and a chip index two days out of an eight-session route, all before the open.
Google Cloud's London power fix leaves service recovery as the next test
Published · By Nicholas Thomas
Google reports that the power event behind a London cloud outage is mitigated. Its service notice shows why infrastructure repair and customer recovery need separate checks.
The Whisper 24
Published · By Nicholas Thomas
A Three-Week Slip in Google’s Next Accelerator, Printed as a Claim
Google clarifies the data path from connected apps to AI and ads.
Published · By Nicholas Thomas
A dated update explains how optional app connections can supply information for personalized experiences, model training and ads. The business question is what users choose to connect.
The Morning Brief October 6th, 2026
Published · By Nicholas Thomas
Three-Quarters of Google's 3,590 Megawatts Already Exist, and the Rest Are Promised by 2032