AI Market Movers · Cloud platforms
Alphabet
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Alphabet is Google, DeepMind, Gemini, YouTube, TPUs, and Search. The models matter. The distribution is why they still might win.
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Crusoe says Google has bought out its data center site in southeast Wyoming; Crusoe reportedly failed to lock in customers including Google for the project (@lynnmdoan / Bloomberg)
— Techmeme (@Techmeme) Nov 6, 2026
Not exactly $GOOG buyout of Crusoe Wyoming site was due to Google wanting to downsize the project from 2.5 to 1.25 GW as needs changed on compute demand. Crusoe refused and was removed from the project than Google bought the site to hire its own developer for smaller data
— Roger (@rdd147) Nov 6, 2026
Latest news
Reuters
Google takes over Crusoe's Wyoming data center siteGoogle has acquired Crusoe's data center site in southeast Wyoming, the AI infrastructure developer said Friday, a day after Alphabet announced a $17 billion investment to build…
CNBC
Top Democrats call to rein in AI buildout after midterms: 'National data center moratorium now'After Democrats swept the House and Senate, Sen. Bernie Sanders called for a national data-center moratorium and Rep. Yassamin Ansari urged a Day One pause on advanced AI, with…
Bloomberg Law
Parents sue Google, alleging Gemini on a school Chromebook deepened their teen's mental health crisisA North Carolina family has sued Google in California state court, alleging their 13-year-old daughter spent months exchanging thousands of messages about anxiety, self-harm and…
Reuters
TeraWulf gets credit backstop from Google for Anthropic data-center projectTeraWulf said Wednesday it signed credit support agreements with Google to back debt financing for its Justified Data Campus in Hawesville, Kentucky, where Anthropic holds 20-year…
The Verge
OpenAI says ChatGPT's search volume is now about 20% of Google'sChatGPT consumer product lead Adam Fry said at an OpenAI press event that ChatGPT's volume of search-like queries is now roughly one-fifth of Google's, counting every question…
In the Daily
· Morning Brief
The calendar just slippedCNBC reports that IREN delayed some Microsoft AI infrastructure deliveries after the customer requested a network redesign to support the latest frontier models on 200 MW in Texas.
· Closing Time
Will the blue wave slow data center development?The Nasdaq Composite fell nearly 4% and slipped more than 10% below its October record, confirming a correction, as investors fretted that a Democratic sweep will slow data-center buildouts, Investing.com reports, citing Reuters.
· Closing Time
Closing Time: The hottest AI lab is paying surge pricesTechCrunch reports that Anthropic’s revenue jumped to $17 billion last quarter, but it had to buy $5 billion of computing power on short notice at premium prices, and its margins got worse as a result.
· Morning Brief
The ballot box just met the data centerAxios reports that voters showed deep distrust of the AI race on Tuesday, approving dozens of data center restrictions and electing a wave of candidates who favor slowing the buildout.
· Closing Time
Closing Time: The AI borrowing binge is backCNBC reports that Meta is selling $20 billion to $25 billion of bonds to pay for its AI buildout, days after S&P lowered the outlook on its credit rating to negative over heavy spending.