Google Cloud Delivers Record Profit Amid Alphabet’s $200B AI Blitz
Alphabet raised its 2026 capital expenditure guidance above $200 billion during Q2 earnings, citing surging AI infrastructure demand as Google Cloud posted.
Coverage of Google, Google DeepMind and Gemini, from model launches and research breakthroughs to strategy shifts and regulation.
Alphabet raised its 2026 capital expenditure guidance above $200 billion during Q2 earnings, citing surging AI infrastructure demand as Google Cloud posted.
Google DeepMind dropped three new Gemini Flash models at once: 3.6 Flash, 3.5 Flash-Lite, and 3.5 Flash Cyber, each targeting a different speed-cost tradeoff.
Pro Delay pushes Gemini 3.5 Pro back several months over coding issues, pressuring Alphabet shares as AI rivals advance their frontier models.
Search Data to Rivals is mandated by the EU, forcing Google to open its index by January 2027 and weakening its AI data advantage.