Latest news and articles about Google
Total: 6 articles found
Google Doubles Down on AI Compute: $175–185bn CapEx, Gemini Adoption, and a Cloud Surge
Alphabet reported strong 2025 results and announced a dramatic increase in 2026 capital expenditure — $175–185 billion — to scale AI compute and data‑centre capacity. Gemini 3 adoption, a 48% jump in cloud revenue, and falling model service costs underpin management’s argument that the spending is necessary to meet surging AI demand.
Google’s AI Bet: Gemini Hits 750m Users as Alphabet Pledges Up to $185bn in Capex
Alphabet beat earnings expectations but stunned markets by guiding $175–185bn of capital expenditure for the year, roughly double 2025’s outlay. Google Cloud’s 48% revenue growth and Gemini’s rapid user adoption — helped by a new Siri partnership with Apple — underpin the company’s aggressive push for AI infrastructure, even as investors fret about near‑term returns.
Turkey Opens New Antitrust Front Against Google over Android Defaults and Anti‑Fork Rules
Turkey’s Competition Authority has opened a new probe into Google, alleging that financial incentives and contractual clauses tied to Android effectively preserve Google’s pre‑installation and default positions for search and browsers. The inquiry examines anti‑forking provisions and developer verification rules to assess whether Google’s revised contracts perpetuate anti‑competitive effects despite earlier enforcement actions.
Turkey Opens Fresh Antitrust Probe into Google’s Android Deals, Targeting ‘Optional’ Contracts and Anti‑Fork Rules
Turkey’s competition authority has launched an investigation into Google’s mobile contracts, alleging the company uses financial incentives and contractual clauses to maintain the default status of its search and browser apps. The probe will assess whether new contract structures and anti‑fork provisions let Google evade prior remedies and harm competition in the mobile ecosystem.
OpenAI's Next Growth Engine: Could Conversation Ads Carve into Google’s Crown by 2030?
An Evercore analyst forecasts OpenAI could earn about $25 billion annually from advertising by 2030 if tests of in‑chat ads scale successfully. The move would leverage ChatGPT’s large user base and rich intent signals, but OpenAI faces entrenched competition from Google, privacy and regulatory hurdles, and the challenge of translating scale into profit.
Google’s Gemini Surge Fuels Cloud Demand — 85 Billion API Calls and 8 Million Enterprise Users Tighten GCP’s Competitive Grip
Gemini usage has surged, with API calls topping about 85 billion and enterprise subscriptions reaching around 8 million, driving higher demand for Google Cloud compute and services. This adoption strengthens Google’s ability to monetize AI through cloud infrastructure sales while raising margin, competition and regulatory questions.