Colorful pipes carrying water in and out of a Google data center in Oregon back in 2012. Connie Zhou/Google/ZUMAPRESS/Reuters A version of this story originally appeared in the BI Tech Memo newsletter. Sign up for the weekly BI Tech Memo newsletter here. Sam Altman likes to say that compute is destiny. This week, Google proved him right. After the latest round of Big Tech earnings, Google's stock jumped 10%, while Meta, Microsoft, and Amazon either fell or stalled. If this trend holds, Goog...