Alphabet 'A'

Alphabet reported mounting losses as investments in AI infrastructure outpaced revenues, triggering a sharp stock decline after record spending on data centers and servers. Amazon, Microsoft and Meta show similar patterns as AI responses consume compute and erase the old software margin dynamics. Publishers and platforms are losing traffic to AI answers, prompting measures to block crawlers or gate content, while investors now evaluate tech giants as capital-intensive infrastructure operators rather than high-margin software vendors. » Mere på michelsanti.fr

Google’s AI chip‑equipped satellite successfully booted its Tensor Processing Units in orbit and used the on‑board Gemma 4 model to generate a haiku. The company ran additional prompts and telemetry tests as part of Project Suncatcher to evaluate TPU performance under thermal stress and radiation. Google says verifying reliable in‑orbit TPU execution will pave the way for twin interconnected satellites planned for 2027. » Mere på theverge.com

Alphabet reported more than doubled cloud revenue growth, while growth in its search and advertising business weakened significantly. The disappointing ad figures triggered a sharp share-price drop and a loss of roughly half a trillion dollars in market value. Investors are concerned whether the heavy AI investments will pay off and whether AI features could threaten the core business over the long term, while management announces further expansion plans for AI. » Mere på faz.net