Compute is destiny. Google just proved it.

Compute is destiny. Google just proved it.

By Alistair Barr
Publication Date: 2026-05-01 18:54:00

Sam Altman likes to say that compute is destiny. This week, Google proved him right.

After the latest round of Big Tech earnings, Google’s stock jumped 10%, while Meta, Microsoft, and Amazon either fell or stalled. If this trend holds, Google could soon become the world’s most valuable company, overtaking Nvidia.

What sets Google apart: it has the most complete set of AI building blocks, assembled over decades. The company supplies energy to its massive data centers, operates…