Alphabet Inc. & Goldman Sachs
52 shared events · Importance 9 · Last updated Aug 23, 2026
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Business
Alphabet Inc.: Alphabet Inc. is one of the four largest hyperscalers whose combined capex forecast was increased by Goldman Sachs, indicating significant investment in AI data centers.
Goldman Sachs: Goldman Sachs increased its capex forecast for hyperscalers and expects private capital to play a larger role in financing the AI-driven data center boom, indicating its analysis and projections are central to this event.
Jun 03, 2026 · 6 articles
Business
Alphabet Inc.: Alphabet Inc.>>> recently announced an $80 billion equity raise, which David Solomon>>> cited as proof of market receptiveness to AI-related offerings.
Goldman Sachs: Goldman Sachs>>> is a key player in the current AI fundraising wave, acting as lead underwriter and placement agent for several major deals, which is expected to contribute significantly to its profits.
Jun 02, 2026 · 8 articles
Tech
Alphabet Inc.: Alphabet Inc., as a major LLM provider, faces pricing challenges for its AI services, impacting its ability to monetize investments.
Goldman Sachs: Goldman Sachs provided forecasts on token consumption growth, informing the industry's understanding of cost trends.
Aug 03, 2026 · 6 articles
Business
Alphabet Inc.: Alphabet Inc.>>> is raising $80 billion in equity to fund its AI infrastructure expansion, addressing strong demand for its AI solutions that currently exceeds its available supply. This move is expected to significantly increase its capital expenditures.
Goldman Sachs: Goldman Sachs>>> is acting as a joint book-running manager for Alphabet Inc.>>>'s underwritten offerings and as a placement agent for the private placement with Berkshire Hathaway>>>.
May 23, 2026 · 103 articles
Business
Alphabet Inc.: Alphabet Inc. is a major user of Nvidia chips, but not directly involved in the financing initiative.
Goldman Sachs: Goldman Sachs is a partner and reportedly in talks with investors to structure the financing. The bank aims to create a market for credit backed by Nvidia compute.
Jul 25, 2026 · 81 articles
Business
Alphabet Inc.: JPMorgan was lead active bookrunner on its $85 billion equity offering.
Goldman Sachs: Reported Q2 profit of $6.6B, beating expectations; shares rose 4% pre-market.
Jul 14, 2026 · 13 articles
Tech
Alphabet Inc.: Alphabet Inc. is undergoing a significant strategic shift by integrating AI into its core search product, which could cannibalize its traditional advertising revenue but also expand its cloud computing business and secure its future in the AI era. It is raising $80 billion in equity to fund this transition.
Goldman Sachs: Goldman Sachs analyst Eric Sheridan provides an optimistic outlook on Alphabet Inc.'s AI strategy, suggesting its scale and infrastructure will ensure continued growth despite potential changes to its search-ad business.
Jun 03, 2026 · 6 articles
Business
Alphabet Inc.: Alphabet's increased capex to $205 billion supports AI infrastructure spending, driving demand for memory chips and benefiting Western Digital — Sandisk.
Goldman Sachs: Goldman Sachs raised its price target on Western Digital — Sandisk to $2,200, reflecting confidence in sustained growth.
Apr 20, 2026 · 95 articles
Business
Alphabet Inc.: Alphabet is a major cloud provider increasing AI infrastructure spending, indirectly driving demand for Intel's chips and contributing to the market context.
Goldman Sachs: Goldman Sachs is a joint book-running manager, benefiting from underwriting fees and reinforcing its role in major equity offerings.
Aug 10, 2026 · 14 articles
Tech
Alphabet Inc.: Alphabet Inc.'s Gemini is challenged by Chinese models, though it remains a leading US AI provider.
Goldman Sachs: Goldman Sachs noted Chinese AI models are reaching a critical stage for wide adoption, reflecting growing market acceptance.
Jul 25, 2026 · 35 articles
Business
Alphabet Inc.: Alphabet recently raised $85B in equity, highlighting the industry trend of tapping capital markets for AI spending.
Goldman Sachs: Goldman Sachs is a joint book-running manager, benefiting from the deal's size and investor demand.
Jul 07, 2026 · 7 articles
Business
Alphabet Inc.: Competitor in AI; Anthropic has gained ground on it this year, potentially affecting Alphabet Inc.'s AI market position.
Goldman Sachs: Goldman Sachs is advising Anthropic on its IPO, likely benefiting from substantial underwriting fees and strengthening its franchise in AI-related deals.
Aug 13, 2026 · 68 articles
Business
Alphabet Inc.: Alphabet's Google is a major compute customer, with a deal starting in October, contributing to SpaceX's AI revenue.
Goldman Sachs: Goldman Sachs models SpaceX's AI revenue, providing analyst estimates that influence investor expectations.
Aug 12, 2026 · 8 articles
Tech
Alphabet Inc.: Alphabet Inc.>>> (Google) was among the initial 50 partners in Project Glasswing, using Anthropic>>>'s Mythos AI to uncover security weaknesses.
Goldman Sachs: Goldman Sachs>>> is among the banks testing Anthropic>>>'s Mythos AI, with its CEO emphasizing the need for broader information sharing and guardrails for powerful AI models.
May 19, 2026 · 83 articles
Business
Alphabet Inc.: Customer of Samsung memory chips; benefits from AI infrastructure expansion.
Goldman Sachs: Published report on hyperscaler AI capex, estimating $5.3 trillion through 2030.
Apr 20, 2026 · 47 articles
Business
Alphabet Inc.: Reportedly delayed Gemini 3.5 Pro release; earnings due next week.
Goldman Sachs: Rose after beating earnings expectations.
Apr 20, 2026 · 344 articles
Business
Alphabet Inc.: Alphabet Inc.>>> is looking to raise equity to fund its AI infrastructure investments, indicating broader market activity in AI funding, though not directly involved in OpenAI>>>'s IPO.
Goldman Sachs: Goldman Sachs>>> is working with OpenAI>>> on its potential IPO, indicating its role as an adviser in the listing process.
May 20, 2026 · 212 articles
Business
Alphabet Inc.: Alphabet Inc.>>> is the parent company of Alphabet Inc.>>> and is increasing its capital expenditure to meet the growing demand for AI services, as evidenced by the deal with SpaceX>>>.
Goldman Sachs: Goldman Sachs bankers are marketing SpaceX's IPO and projecting significant AI revenue growth, influencing potential investors' perceptions of the company's valuation.
May 21, 2026 · 68 articles
Regulatory
Alphabet Inc.: Alphabet Inc.'s $40 billion investment in United States — Texas data centers is now under scrutiny as the state tightens regulations. The company may face delays or increased costs.
Goldman Sachs: Goldman Sachs forecasts massive AI spending, indicating the scale of the industry.
Jun 30, 2026 · 151 articles
Business
Alphabet Inc.: Alphabet is among the big tech companies investing heavily in AI data centers, contributing to memory demand.
Goldman Sachs: Goldman Sachs forecasts electricity prices will rise 6% in 2026 and 2027 due to AI data center demand.
Jun 17, 2026 · 199 articles
Domestic
Alphabet Inc.: Mentioned as a major corporate bond issuer, contributing to supply pressures.
Goldman Sachs: Analysts commented on the Treasury's move, noting it may not solve structural issues.
Aug 19, 2026 · 127 articles
Business
Alphabet Inc.: Alphabet Inc., a subsidiary of Alphabet Inc., entered into a cloud services agreement with SpaceX, involving its Gemini AI model, which adds to SpaceX's revenue projections.
Goldman Sachs: Goldman Sachs is one of the lead bookrunners for SpaceX's IPO.
Apr 20, 2026 · 457 articles
Business
Alphabet Inc.: Alphabet Inc. is the parent company of Google Cloud, and its involvement signifies the broader corporate backing for the partnership with HSBC.
Goldman Sachs: Goldman Sachs is mentioned as a peer in the banking industry, with its president commenting on AI's impact on jobs, providing context to the broader industry discussion.
Jun 16, 2026 · 26 articles
Domestic
Alphabet Inc.: The Alphabet Inc.>>> store is a platform where the Trump Accounts app is available for download, serving as a distribution channel.
Goldman Sachs: Goldman Sachs>>> has committed to investing in the Trump Accounts of its employees who become new parents, supporting the program and potentially enhancing employee benefits.
May 27, 2026 · 6 articles
Business
Alphabet Inc.: Alphabet signed a cloud services deal with SpaceX to rent AI compute capacity, providing revenue for SpaceX and supporting its AI business.
Goldman Sachs: Goldman Sachs projects significant AI revenue for SpaceX by 2030, supporting its high valuation.
Jun 18, 2026 · 319 articles
Business
Alphabet Inc.: Alphabet (Google) is a customer of SK Hynix's HBM chips for AI data centers, benefiting from the AI infrastructure buildout.
Goldman Sachs: Goldman Sachs acted as a global coordinator for SK Hynix's ADR offering.
Apr 20, 2026 · 247 articles
Business
Alphabet Inc.: SpaceX has a multi-year cloud services agreement with Alphabet Inc.'s Google, providing computing capacity and generating revenue.
Goldman Sachs: Goldman Sachs was a lead banker in the SpaceX IPO, playing a crucial role in the offering and benefiting from the associated fees.
Mar 09, 2018 · 538 articles
Business
Alphabet Inc.: Alphabet Inc. is a competitor pushing its own agent frameworks, adding to the competitive dynamics that are driving OpenAI's strategic shift.
Goldman Sachs: Goldman Sachs is mentioned as one of the companies already testing OpenAI's enterprise capabilities, indicating early adoption of the new agent-based workflows.
Jun 07, 2026 · 33 articles
Business
Alphabet Inc.: Alphabet Inc. is mentioned as an example of a large company where Greg Abel has deployed significant cash, indicating his broader investment strategy beyond the Taylor Morrison acquisition.
Goldman Sachs: Goldman Sachs>>> served as a financial advisor to Taylor Morrison>>> in the acquisition deal with Berkshire Hathaway>>>.
May 31, 2026 · 55 articles
International
Alphabet Inc.: Alphabet Inc. is one of the US tech titans whose earnings investors are looking ahead to this week, which could influence market sentiment.
Goldman Sachs: Goldman Sachs raised its oil price forecasts for the fourth quarter, citing reduced output from the Middle East due to the ongoing situation.
Apr 26, 2026 · 590 articles
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