Chipmakers extend rally as data-center orders beat expectations
Supply commitments through 2027 point to sustained demand for accelerated compute, with hyperscaler capex guidance revised upward again.
Alphabet Inc.
$189.34+1.02%
$189.34+1.02%
Alphabet is the holding company for Google's search, advertising, YouTube, Android and Cloud businesses, alongside a portfolio of other long-horizon technology bets.
Alphabet is the holding company for Google's search, advertising, YouTube, Android and Cloud businesses, alongside a portfolio of other long-horizon technology bets.
Supply commitments through 2027 point to sustained demand for accelerated compute, with hyperscaler capex guidance revised upward again.
Installed-base monetisation continues to offset flat hardware units, with gross margin at the top of guidance.
Two additional fill-finish sites received clearance, shortening lead times in the US and EU markets.
The interesting part of this print isn't the top line, it's that gross margin held while mix shifted toward the lower-margin segment.