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Yahoo
an hour ago
- Business
- Yahoo
Alphabet CEO Sundar Pichai Just Delivered Incredible News for Nvidia Stock Investors
Key Points Alphabet is the parent company of Google, and it just delivered a stellar set of operating results for the second quarter of 2025. Google Cloud needs to build more data centers to fill a whopping $106 billion order backlog from its artificial intelligence (AI) customers. A recent update from Alphabet CEO Sundar Pichai could be great news for Nvidia, which supplies the world's best AI chips. 10 stocks we like better than Nvidia › Nvidia (NASDAQ: NVDA) recently became the first company in the entire world to cross $4 trillion in market capitalization. Most of that value was created on the back of booming sales of its graphics processing units (GPUs) for the data center, which are the best chips on the market for developing artificial intelligence (AI). The latest crop of AI models are capable of "reasoning," which means they spend time thinking before rendering responses. They require a lot more computing capacity than traditional large language models (LLMs), which is why Nvidia CEO Jensen Huang believes data center spending will top $1 trillion per year by 2028. The world's largest data center operators will have to continue increasing their spending significantly for Huang's prediction to come true. Fortunately, a recent update from Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) CEO Sundar Pichai suggests things are moving in the right direction. Nvidia is on track for a record year of GPU sales Last year, Nvidia launched a new lineup of GPUs based on its Blackwell architecture, which provided up to 30 times more performance in certain configurations compared to GPUs built on the older Hopper architecture. Nvidia then revealed another lineup of GPUs based on the improved Blackwell Ultra architecture this year, which offer 50 times more performance than Hopper GPUs. Both Blackwell architectures were specifically designed to handle the increased workloads demanded by reasoning models like OpenAI's GPT-o series, Anthropic's Claude Sonnet 4, Meta Platforms' Llama 4, and Alphabet's Gemini 2.5. But these latest GPUs still might not be enough, because Huang says some reasoning models require up to 1,000 times more computing capacity than traditional LLMs. Nevertheless, Blackwell chips are still the best money can buy, and demand is significantly exceeding supply. According to Wall Street's consensus estimate (provided by Yahoo! Finance), Nvidia could generate a record $200 billion in revenue during its current fiscal year 2026 (which ends on Jan. 31, 2026), which would represent a whopping 53% increase from its fiscal 2025 result. If recent history is any guide, the data center segment is likely to make up around 90% of that total. Sundar Pichai's recent update should be music to Nvidia investors' ears On July 23, Alphabet reported its operating results for the second quarter of 2025 (ended June 30). Its Google Cloud segment delivered revenue growth of 32% compared to the year-ago period, which was an acceleration from the 28% growth it generated in the first quarter, and AI was the primary catalyst. Google Cloud operates state-of-the-art data centers that are fitted with thousands of chips from suppliers like Nvidia, and it rents the computing capacity to developers who use it to create AI software. In fact, Alphabet says almost every AI unicorn (start-ups worth $1 billion or more) is using Google Cloud's infrastructure. Moreover, Alphabet says over 85,000 enterprises are now building their AI software on top of its flagship Gemini models, which are accessible through Google Cloud. The company said Gemini usage exploded by 35 times during the second quarter (relative to the year-ago period), which is a precursor for data center demand. In other words, businesses that use advanced Gemini models need significant amounts of computing capacity to serve their AI software to customers, which is great news for Google Cloud. Alphabet CFO Anat Ashkenazi actually told investors that Google Cloud's order backlog for data center capacity surged by 38% during the second quarter, to an eye-popping $106 billion. Alphabet will have to build more infrastructure to fill that demand, which is a big tailwind for chip suppliers like Nvidia. In fact, Alphabet CEO Sundar Pichai just increased the company's capital expenditures (capex) forecast for 2025 to $85 billion, from $75 billion previously. Nvidia stock is soaring, but more upside might be on the way Nvidia stock has soared by an eye-popping 1,100% since the start of 2023, which is when the AI revolution really started gathering steam. But the stock is trading at a price-to-earnings (P/E) ratio of 57.7, which is actually a small discount to its 10-year average of 60.4, so it might still be undervalued despite those blistering gains: Nvidia's business could grow even faster than Wall Street expects this year if the company's other top customers follow Alphabet's lead and raise their capex forecasts, which could fuel additional upside in its stock in the short term. However, investors who focus on the longer term might reap the greatest rewards, especially if annual data center spending tops $1 trillion by 2028 as Huang predicts. Nvidia could capture the lion's share of that spending because it's the market leader, meaning its annual revenue and earnings might be orders of magnitude higher a few years from now. If that's the case, Nvidia stock could be a bargain at the current price. Should you buy stock in Nvidia right now? Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $638,629!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,098,838!* Now, it's worth noting Stock Advisor's total average return is 1,049% — a market-crushing outperformance compared to 182% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of July 29, 2025 Anthony Di Pizio has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Alphabet, Meta Platforms, and Nvidia. The Motley Fool has a disclosure policy. Alphabet CEO Sundar Pichai Just Delivered Incredible News for Nvidia Stock Investors was originally published by The Motley Fool Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
GSM Arena
9 hours ago
- GSM Arena
Google Pixel Buds 2a official-looking image leaks
Google is unveiling the Pixel 10 family on August 20, alongside the Pixel Watch 4 and the Pixel Buds 2a. Today, the earbuds have been leaked in a new official-looking image. Unfortunately, no details about the Pixel Buds 2a have been outed alongside the render. Since they're part of the "a" series, they will of course be more affordable than the Pixel Buds 2 Pro, serving as the entry point for people into Google's earbud range. The color above will be called Iris, but the Pixel Buds 2a will also be available in a few other hues: Strawberry, Hazel, and Fog Light, according to a previous rumor. As you may expect, the Pixel Buds 2a will act as successors to the Pixel Buds A-Series, which came out all the way back in 2021. It was definitely time for a refresh. The new model should offer better battery life and sound than the old one. Source
Android Authority
14 hours ago
- Android Authority
Pixel Buds 2a leak spoils the last mystery leading up to Google's launch
TL;DR The Pixel Buds 2a have leaked. The renders show Google's earbuds in the new Iris colorway. The Pixel Buds 2a are also believed to come in Fog Light, Hazel, and Strawberry colors. In the next few weeks, we'll be saying hello to Google's new hardware. The launch should include the Pixel 10 series, the Pixel Watch 4, and Pixel Buds 2a. While there have been plenty of leaks about the next generation Pixel phones and smartwatch, we haven't heard much about these new earbuds. That starts to change today, as a leak may give us our first look at the Pixel Buds 2a. The folks over at Android Headlines have shared a render of the follow-up to the Pixel Buds A-series. The render shows the earbuds in the new Iris color that we've seen from leaks of the Pixel Watch 4. In that image, the earbuds are sitting in their white charging case. Of course, this won't be the only color they'll be available in. Earlier this month, a leak suggested that the other color options could include Fog Light, Hazel, and Strawberry. You might be wondering why Moonstone isn't included in that list. The Pixel 10 leak we covered this week did include an image of a pair of earbuds in the Moonstone color. However, that image is of the Pixel Buds Pro 2, suggesting it will be available in a new color. Google has scheduled the Pixel launch event for August 20. In addition to these new devices, we also expect to see the company's Qi2-compatible Pixelsnap accessories. This could include a charger, a stand, and a stand/charger. Follow
Phone Arena
15 hours ago
- Phone Arena
Google Pixel Watch 4 pricing leak suggests the LTE model is where the value will be
Leaked CAD render of the Google Pixel Watch 4. | Image credit — Android Headlines Google is reportedly keeping the Pixel Watch 4 at the same starting price as last year's model, with one small but potentially important twist: the LTE version might offer better value this time around. According to a new report, the 41mm Pixel Watch 4 will cost $349 for WiFi and $399 for LTE. The larger 45mm model will cost $399 for WiFi and $449 for LTE. These prices match the Pixel Watch 3 lineup, even as competitors like Samsung and OnePlus continue to make pricing a central part of their strategy. For context, Samsung's Galaxy Watch 8 Series also starts at $349 and offers more size and style options. Meanwhile, the OnePlus Watch 3 undercuts Google slightly with a $299 price for its 43mm model. While Google's pricing isn't the lowest, it's at least consistent, especially for those interested in LTE connectivity. As with previous Pixel Watch launches, Google is reportedly also bundling in a few perks. Buyers will get six months of Fitbit Premium and one month of YouTube Premium. It's not as generous as the Pixel 10's longer trial offers, but still useful for new users looking to get the most out of the fitness features. The new Pixel Watch charging system. | Image credit — Android Headlines Beyond pricing, one of the most notable upgrades for the Pixel Watch 4 is the new charging system that is rumored for it. That leak claims that Google is ditching the old puck in favor of a cradle that charges the device from the side. This change enables significantly faster charging speeds — about 25% faster than before — which translates to the watch can now hitting 50% battery in 15 minutes and reaching 80% in just 30. That's a meaningful improvement over the Pixel Watch 3 , which needed around an hour or more to fully charge. So far, the Pixel Watch 4 is looking like it is again hitting a refinement year rather than a reinvention. Faster charging and steady pricing will please returning customers, but those hoping for major battery or design improvements might be left waiting another generation. Compared to Samsung's increasingly health-focused Galaxy Watch lineup or OnePlus's pricing strategy, Google is sticking to a middle ground. Whether that's enough to grow its market share remains to be seen. That said, I find that the unchanged price is a smart move. The LTE variant in particular may become more attractive this year simply because it hasn't gotten more expensive. However, Google still has work to do if it wants the Pixel Watch to feel like more than just a companion to its phones.
Android Authority
16 hours ago
- Android Authority
Google Home is still a mess, but at least it's fixed one of its most annoying camera issues
C. Scott Brown / Android Authority TL;DR Google has released a number of bug fixes for the Home app. Nest Cam users should see fewer 'no video available' errors. The company also fixed an issue where turning a camera on and off during a livestream would cause a 'Camera Unavailable' error. Google Home has become a point of frustration for many users, especially recently, with numerous reports of declining reliability. Despite those issues, things should be getting at least a little better for Nest Cam users. The company has rolled out an update to the Home app that fixes several bugs. According to the latest entry on the Google Home update changelog, spotted by 9to5Google, the 3.36 update introduces a few improvements. The first of these improvements deals with the nagging 'no video available' errors that camera users have run into when trying to view a recent video. Google says that users should see these errors less frequently. The next bug fix addresses camera stream reliability. There was previously an issue where turning a camera off and on during a livestream caused a 'Camera Unavailable' error. This problem has been fixed so that the stream recovers like it should. Elsewhere, incorrect outdoor temperatures displayed on Android devices have been corrected. App crashes related to suspend/resume partial functions have been reduced. And Google says it 'fixed an issue that caused interruptions during the setup flow for new devices after QR code scans or setup code entries.' Other fixes are expected to come to Google Home soon, as the Chief Product Officer for Google Home and Nest recently announced that the team was working on 'major improvements.' The company is expected to share an update on this matter sometime in the fall. Follow
