Alphabet’s AI Boom Fuels Tech Partners | Business and Finance News

Alphabet’s AI push is exploding—cloud revenue up 82%, Gemini hitting 950M monthly users—fueling a $205B capital spending spree to build AI data centers. That’s a win for AI infrastructure players: Cipher Digital sees its NOI soar from $86M to $646M on secured contracts; Broadcom, supplying custom TPUs, rides AI chip demand up 143% YoY with AI revenue projected to grow over 200%; and Micron, powering memory for TPUs and AI chips, locks in long-term deals as demand surges. Listen in comfort:Get a discount on a Soli Pillow: http://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/b935e44da6e72d51