Google has registered identifiers for two new AI models, Gemini 3.6 Flash and Gemini 3.5 Flash Lite, inside its development infrastructure, signaling imminent deployment as the company faces delays on…
Alphabet's stock dropped over 4% in after-hours trading on July 16 after a Bloomberg report revealed the launch of its Gemini 3.5 Pro AI model has been delayed due to coding performance issues during …
Alphabet plans to spend between $175 billion and $185 billion on capital expenditures in 2026, more than double last year, with the vast majority directed toward AI compute capacity, data centers, and…
Micron Technology reported fiscal third-quarter revenue of $41.5 billion, nearly quadrupling from $9.3 billion a year earlier, driven by record demand for high-bandwidth memory chips used in AI data c…
Alphabet will report Q2 earnings on Wednesday as investors assess AI monetization, with expected EPS of $2.95 on revenue of $116.98 billion. Google Cloud Platform revenue is projected to hit $22.4 bil…
Google is developing a new AI chip internally called 'Frozen v2' that hardwires its Gemini model directly into silicon, promising six to 10 times more efficiency than current custom AI chips, with dep…
A federal judge in San Francisco approved Anthropic's $1.5 billion settlement of a class action copyright lawsuit brought by authors who accused the AI company of misusing their books to train its cha…
Google completed its biggest search overhaul on July 10, 2026, with Gemini 3.5 Flash now powering AI Overviews for every query, causing roughly 60% of searches to end without a click and publisher cli…
Alphabet is designing a new server chip, internally dubbed 'Frozen v2,' to make its Gemini AI models more efficient, with a planned release in 2028. The chip could be six to ten times more efficient t…
A federal judge in San Francisco approved Anthropic's $1.5 billion settlement of a copyright lawsuit brought by authors who accused the AI company of using pirated books to train its chatbot Claude. T…
Alphabet is signaling it may cut AI capital expenditure, potentially leading a retreat in Big Tech AI spending, while Bank of America maintains a Buy rating on Meta with an $835 price target based on …
Tematica Research CIO Chris Versace warns that markets may get 'increasingly nervous' if hyperscalers raise AI capital expenditure further, as investors await second-quarter earnings from Alphabet, Te…
A new nationwide protest movement organized by the nonprofit Humans First staged more than 140 demonstrations across some 40 states on Saturday, marking the first coordinated national campaign against…
Goldman Sachs strategists led by Lavinia Forcellese said AI-related expectations have overtaken traditional drivers such as China's growth outlook and US dollar moves as the largest contributor to cop…
Citi strategist Scott Chronert argues the 'Magnificent Seven' label for Apple, Alphabet, Microsoft, Amazon, Meta, Tesla, and Nvidia is outdated as the AI revolution creates new winners. Chronert propo…
Google is engineering a new server chip called 'Frozen v2' that bakes elements of its Gemini AI model directly into hardware to serve AI models faster and more efficiently amid a severe computing capa…
Alphabet shares rose 2.8% to above $356 on Monday after a report that the Google parent is developing a new AI chip called 'Frozen v2' that could be up to 10 times more energy-efficient than its prede…
Alphabet's Google is developing a new server chip called Frozen v2, designed to optimize its Gemini AI model and run six to ten times more efficiently than current custom chips, with a potential launc…
Alphabet, Microsoft, Meta, and Amazon have collectively added $70 billion to their capital expenditure plans in a single earnings cycle, pushing projected AI spending for 2026 past $600 billion. Amazo…
Google is developing a custom chip codenamed 'Frozen v2' that hardwires the architecture of its Gemini AI model directly into silicon, aiming for 6 to 10 times greater efficiency than its latest TPUs,…