Google

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Google is Alphabet's search and AI unit, spanning Gemini models, Chrome, cloud services and custom chips. Recent coverage focused on Gemini 4 Carbon topping the Artificial Analysis Intelligence Index at 59 for finding security flaws, Gemini chats generating and editing Docs and PDFs, and a Connected Apps Platform letting third-party services plug into Search and Gemini. Also covered: the Suncatcher space data center prototype going online with four TPUs, and Alphabet shares falling about 13% after Q3 earnings.

Nvidia portfolio 80% concentrated in two AI stocks

As of Q2, 80% of Nvidia's investment portfolio was concentrated in two AI-related stocks: SpaceX at 33% and Intel at 47%. SpaceX's Q3 revenue grew 161% year-over-year to $14.6 billion, with AI business revenue up over 800%. The company has said it would rent data center capacity to Anthropic, Google, and others.

The Motley Fool ·

Goldman Sachs expands program with AI partners for small businesses

Goldman Sachs announced a $500 million expansion of its 10,000 Small Businesses program, launching a Small Business AI Institute in partnership with Google, Anthropic, OpenAI, and Meta to provide AI training and tools. CEO David Solomon warned of falling behind without embracing technology, while OpenAI CEO Sam Altman predicted an entrepreneurship boom. The article also notes AI-driven inflation, data center backlash, and bubble concerns.

NBC News ·

Blackstone AI head says buildout debt fears are overblown

Blackstone AI head Jas Khaira said at TechCrunch Disrupt that market fears over AI buildout debt are overblown. With $1.3T in assets, Blackstone launched San Francisco AI hub BXN1 this year and committed $5B to Crux AI, a neocloud built with Google, and backed chip startup Etched. Khaira said Blackstone is the largest owner of compute outside hyperscalers.

TechCrunch ·

Anthropic's Cloud Partnerships Get Messy Ahead of IPO

Anthropic reportedly struggles to secure enough cloud capacity from AWS, Google and Microsoft, which increasingly see it as a competitor. Its cloud contracts could exceed $750 billion, while it posted an $80.7 billion net loss in H1. Q3 revenue reached $16.8 billion, up 45% QoQ, as a November IPO is targeted.

TechCrunch ·

Two German courts hold Google liable for its AI overview content

The Aachen Regional Court applied the reasoning of a Munich ruling to hold Google liable for its AI overviews. In the new case, Google's AI wrongly attributed criminal offenses to a doctor; Google appealed the earlier ruling and then quietly settled. A consistent German legal view is forming that treats AI answers as the company's own content.

The Decoder ·

Websites block autonomous AI agents

As companies like Meta, xAI and OpenAI roll out autonomous agents that act on users' behalf online, sites including Yelp and Delta Air Lines are blocking them. Yelp only admits agents paying for its data licensing program, while Delta prevents agents from booking tickets, highlighting a growing access conflict.

The Verge ·

CNN signs multi-year Google generative AI partnership

CNN announced a multi-year agreement with Google to develop generative AI news applications, granting Google expanded rights to use certain journalistic content for new features. Financial terms were not disclosed; CNN said the deal also aims to set a framework for AI use of its content and protect its IP.

marketscreener.com ·

YouTube Music to label AI-generated music content

Google will begin labeling AI-generated music on YouTube Music, rolling out in the app and on the website. While it is not banning AI music, the company says people want to know if a song was created with generative AI tools. This builds on similar labels added to AI-generated videos on YouTube earlier this year.

Ars Technica ·

AI May Force States to Rethink Tax Systems

Le Monde reports that tech giants like Google, Meta, and Amazon have borrowed $500 billion this year for data centers, with AI now accounting for 25% of private bond issuance, up from 4% two years ago. This crowding-out effect is pushing up interest rates and may force states to rethink tax systems.

Le Monde.fr ·
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