Google’s accelerating shift into artificial intelligence helped propel its corporate parent to another quarter of solid growth while a crackdown on its internet empire looms in the background.

Some pundits are underplaying the big picture when it comes to shares of Alphabet.

With an $85 billion war chest, Google is waging an infrastructure arms race to own the physical foundation of the AI revolution.

An artificial intelligence system built by Google DeepMind, the tech giant’s primary artificial intelligence lab, has achieved “gold medal” status in the annual International Mathematical Olympiad, a premier math competition for high school students.

The tool, which is known as Opal, made its debut on Thursday. The launch comes a couple of weeks after Amazon Web Services Inc. introduced an IDE, or integrated development environment, called Kiro that uses AI to speed up software projects.

Rising demand for AI chips has driven substantial revenue growth for TSMC. In Q1 2025, TSMC reported $25.5 billion in net revenue, up 35% year over year. It also grew its profit margin, with earnings per share (EPS) increasing 54% to $2.12.

Google says AI can help surface the most relevant content, but Web Guide could also be a new way for the company to control the top-billed hits.

Explore Google’s AI integration in search, AI Overviews, and user options to retain traditional search results.

Key Points Investors are pessimistic about Google Search's odds of survival.Taiwan Semiconductor's management projects monster growth over the next five years.10 stocks we like better than Alphabet › Artificial intelligence (AI) stocks and "cheap" aren't often placed in the same sentence,