By R. Scott Raynovich
Publication Date: 2026-04-28 17:41:00
NEW YORK, NEW YORK – JANUARY 09: The exterior of the new headquarters of Google is seen at 550 Washington Street in Hudson Square on January 09, 2024 in New York City. Designed by COOKFOX Architects, the 1.3-million-square-foot project involved the restoration and expansion of the St. John’s Terminal building along the Hudson River waterfront. (Photo by Michael M. Santiago/Getty Images)
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At last week’s Google Cloud Next ’26 conference in Las Vegas, Google’s parade of announcements reinforced its momentum as an integrated, rising AI giant with its own proprietary stack of hardware, models, and enterprise AI services.
Google launched new line of its TPU chips as well as diverse services to help enterprises build agentic AI services. The new positioning has resonated with investors, who have piled into Alphabet shares, which are up 12% year-to-date and 120% in the past twelve months (Alphabet is the parent company of Google).
It’s a remarkable change in sentiment…
