#alphabet-capex
#alphabet-capex

For crypto miners turned AI stars, the real test is about to come

Former crypto-mining companies are now key players in the AI sector due to their utility power contracts and demand for data centers.

Google CEO Sundar Pichai says we're just a decade away from a new normal of extraterrestrial data centers | Fortune

Google plans to build AI data centers in space to harness solar energy more efficiently.

Tech layoffs are at their worst since 2023, and AI is a big reason

AI-driven job displacement is significantly impacting the tech industry, with record layoffs reported in 2026.

Tech industry

Alphabet breaks through $4 trillion market value barrier

Media Buying Briefing: Instrument's CEO on how agencies need to lead clients on AI

Agencies are increasingly leveraging AI to enhance their capabilities beyond traditional marketing and media investment.

Cryptocurrency

For crypto miners turned AI stars, the real test is about to come

Former crypto-mining companies are now key players in the AI sector due to their utility power contracts and demand for data centers.

Google CEO Sundar Pichai says we're just a decade away from a new normal of extraterrestrial data centers | Fortune

Google plans to build AI data centers in space to harness solar energy more efficiently.

Tech layoffs are at their worst since 2023, and AI is a big reason

AI-driven job displacement is significantly impacting the tech industry, with record layoffs reported in 2026.

Tech industry

Alphabet breaks through $4 trillion market value barrier

more#ai

#artificial-intelligence

AI talk at retail events shifts to proving real results, defining a true strategy

AI has evolved from experimentation to a focus on proven strategies and increased productivity in retail.

11 hours ago

US politics

Groups Set Up to Shill AI and Data Centers Are Pouring Huge Sums of Money Into the Midterm Elections

fromYahoo Finance

2 Top Oversold Tech Stocks to Buy Before They Soar

Companies are investing heavily in AI infrastructure, raising concerns about long-term profitability and impacting tech stock prices.

AI talk at retail events shifts to proving real results, defining a true strategy

AI has evolved from experimentation to a focus on proven strategies and increased productivity in retail.

US politics

11 hours ago

Groups Set Up to Shill AI and Data Centers Are Pouring Huge Sums of Money Into the Midterm Elections

Artificial intelligence faces significant public opposition, prompting tech-backed PACs to invest heavily in shaping voter perceptions ahead of the 2026 elections.

fromYahoo Finance

more#artificial-intelligence

2 Top Oversold Tech Stocks to Buy Before They Soar

Companies are investing heavily in AI infrastructure, raising concerns about long-term profitability and impacting tech stock prices.

Amazon's $200 Billion AI Spending Spree Is Lighting the Fuse for Explosive Growth

Amazon's $200 billion capital expenditure plan is a strategic investment fueling AWS growth and positioning the company for future expansion.

Amazon Is Wells Fargo's Top Internet Pick for 2026

Wells Fargo raised Amazon's price target to $305, citing AWS revenue growth and improved free cash flow as key factors.

Amazon's Globalstar play about spectrum, not just hardware

Amazon is in talks to acquire Globalstar for its valuable licensed spectrum and ground infrastructure.

Amazon's $200 Billion AI Spending Spree Is Lighting the Fuse for Explosive Growth

Amazon's $200 billion capital expenditure plan is a strategic investment fueling AWS growth and positioning the company for future expansion.

Amazon Is Wells Fargo's Top Internet Pick for 2026

Wells Fargo raised Amazon's price target to $305, citing AWS revenue growth and improved free cash flow as key factors.

fromTNW | Artificial-Intelligence

Amazon's Globalstar play about spectrum, not just hardware

Amazon is in talks to acquire Globalstar for its valuable licensed spectrum and ground infrastructure.

3 reasons OpenAI buying daily tech show TBPN for hundreds of millions isn't totally crazy | Fortune

Knowing when to sell is crucial for startup success, as demonstrated by TBPN's timely sale to OpenAI.

Marketing

fromForbes

14 hours ago

A Conversation With Capital Group's Head Of Experiential Marketing Ajith Krishnankutty On The Need To Evolve Events Into Marketing Channels That Build Brand + Drive Business Growth

Events are evolving into marketing channels that enhance brand engagement and drive business growth through integrated experiences.

Privacy professionals

Microsoft's own ToS calls Copilot 'entertainment only' amid adoption slump

Microsoft's Copilot is marketed as an essential AI tool, but its Terms of Use label it as 'for entertainment purposes only'.

Semianalysis CEO: Google's free cash flow will hit zero next year from AI capex

Google's free cash flow is projected to be nearly zero next year due to massive capital expenditures.

fromEngadget

Google's $20 per month AI Pro plan just got a big storage boost

Google's AI Pro plan now offers 5TB storage and new features for Gemini, Veo, and Nano Banana at no extra cost.

fromBGR

Every Major Brand Actually Owned By Google - BGR

Google's extensive acquisitions have significantly expanded its influence across various technology sectors beyond just search.

Semianalysis CEO: Google's free cash flow will hit zero next year from AI capex

Google's free cash flow is projected to be nearly zero next year due to massive capital expenditures.

fromEngadget

Google's $20 per month AI Pro plan just got a big storage boost

Google's AI Pro plan now offers 5TB storage and new features for Gemini, Veo, and Nano Banana at no extra cost.

fromBGR

Every Major Brand Actually Owned By Google - BGR

Google's extensive acquisitions have significantly expanded its influence across various technology sectors beyond just search.

Recap: Europe's top funding rounds this week (30 March - 5 April)

European ambition in technology focuses on building infrastructure layers across various sectors, including AI, quantum computing, and investment strategies.

Science

fromSilicon Canals

SpaceX, Amazon, and Google want orbital data centers - four engineering barriers reveal who really benefits - Silicon Canals

Orbital data centers will concentrate AI infrastructure power among a few dominant companies, limiting access for smaller competitors and national regulators.

2 years ago

Commerce | AdExchanger

Regulators are paying more attention to data privacy because their constituents consider it a 'kitchen table' issue, highlighting its importance in everyday life.

EU data protection

Business intelligence

All shook up, IFS unlocks asset-based pricing for enterprise AI

IFS introduces an outcomes-based pricing model for enterprise AI, aligning software costs with operational assets instead of user counts.

Why Marvell's Breakout Deserves Investors' Attention

Marvell stock shows potential for long-term growth following Nvidia's $2 billion investment, despite short-term market fluctuations.

fromTheregister

Now even Netflix has its own video AI

VOID stands for Video Object and Interaction Deletion. It's a VLM (vision-language model) that can not only erase objects from a scene but can also inpaint how remaining objects in the scene should behave without the influence of whatever was excised.

Independent films

#openai

fromFast Company

Podcast

What to know about OpenAI's surprise acquisition of TBPN

Venture

OpenAI raises $122B and focuses on an AI superapp

AI Is Killing Microsoft

OpenAI shifts focus to enterprise and coding, abandoning less profitable projects to mitigate financial losses.

fromEntrepreneur

OpenAI Just Raised a Record-Breaking $122 Billion to Build an 'AI Superapp.' Here's What That Means.

OpenAI closed a $122 billion funding round, achieving an $852 billion valuation and plans to create an AI superapp unifying its tools.

Podcast

fromFast Company

What to know about OpenAI's surprise acquisition of TBPN

OpenAI has acquired the tech podcast TBPN while ensuring its editorial independence.

OpenAI raises $122B and focuses on an AI superapp

OpenAI raised $122 billion to expand its infrastructure and develop an integrated AI platform, aiming for a superapp that combines various functions.

AI Is Killing Microsoft

OpenAI shifts focus to enterprise and coding, abandoning less profitable projects to mitigate financial losses.

fromEntrepreneur

fromSearch Engine Roundtable

OpenAI Just Raised a Record-Breaking $122 Billion to Build an 'AI Superapp.' Here's What That Means.

OpenAI closed a $122 billion funding round, achieving an $852 billion valuation and plans to create an AI superapp unifying its tools.

U.S. and China control 90% of AI data centres - the Global South is building a different kind of AI - Silicon Canals

Frugal AI movements in the Global South aim to reclaim sovereignty by developing independent, low-cost AI systems for critical services.

JavaScript

Google Explains Googlebot Crawling, Fetching & Limits

Googlebot consists of multiple programs and has specific limits and best practices for processing web content.

E-Commerce

fromForbes

Financing The AI Shopping Era: What E-Commerce Founders Need To Know

AI is transforming e-commerce by changing how consumers shop and how brands must adapt to remain visible.

The Trade Desk is changing how advertisers buy -- and what they can see

The Trade Desk is testing automated buying modes that simplify campaign management by bundling fees into a single price.

Marketing tech

Duplicative Data Doesn't Pay; Investors Soften On Software | AdExchanger

The Trade Desk is changing its fee structure to share revenue with ID providers for unique data signals, aiming to reduce duplicative data costs.

The Trade Desk is changing how advertisers buy -- and what they can see

The Trade Desk is testing automated buying modes that simplify campaign management by bundling fees into a single price.

Duplicative Data Doesn't Pay; Investors Soften On Software | AdExchanger

The Trade Desk is changing its fee structure to share revenue with ID providers for unique data signals, aiming to reduce duplicative data costs.

more#the-trade-desk

Alibaba Has a New Agentic AI Chip, Too-But Investors Don't Seem to Care

Alibaba is investing in AI technology despite stock declines, presenting potential opportunities for investors looking beyond U.S. markets.

Intel's Panther Lake Chip is Seriously Impressive. It's Time to Buy the Stock

Intel's stock has surged nearly 130% under CEO Lip-Bu Tan, signaling a potential comeback in the chip industry.

Science

fromSilicon Canals

SpaceX, Amazon, and Google want data centers in orbit - four engineering barriers stand in the way - Silicon Canals

The race for orbital data centers is about controlling the future of computing on Earth, not just computing in space.

Marketing

fromInc

Is Your Company Focusing on Generative Engine Optimization?

Generative engine optimization (GEO) requires marketers to adapt strategies for AI-driven search, focusing on relevance and collaboration across PR, content, and SEO.

Media industry

fromwww.morningstar.com

Communication Services: Alphabet and Meta's Moats Remain Despite Escalating AI Investments

Alphabet and Meta maintain strong positions despite AI investment risks, with ad revenue growth expected to continue due to improved targeting and user engagement.

Investors Chasing AI Hardware Gains May Want to Rethink ARTY Before Adding More Exposure

The iShares Future AI & Tech ETF (ARTY) has not reflected the explosive earnings growth in the semiconductor sector.

fromTechCrunch

Tech industry

Amazon and Google are winning the AI capex race - but what's the prize? | TechCrunch

fromMobile World Live

Artificial intelligence

Alphabet forecasts massive capex spend driven by AI

Investors Chasing AI Hardware Gains May Want to Rethink ARTY Before Adding More Exposure

The iShares Future AI & Tech ETF (ARTY) has not reflected the explosive earnings growth in the semiconductor sector.

fromTechCrunch

Tech industry

Amazon and Google are winning the AI capex race - but what's the prize? | TechCrunch

fromMobile World Live

Artificial intelligence

Alphabet forecasts massive capex spend driven by AI

more#ai-infrastructure

Business intelligence

Wall Street Calls Snowflake a Top AI Infrastructure Pick

Benchmark rates Snowflake as a Buy with a $190 target, highlighting its role in the $500B AI Data Cloud market.

NVIDIA Just Made Another Big Bet-Are You Still Paying Attention?

Nvidia invested $2 billion in Marvell Technology, continuing its trend of significant investments in the AI sector.

CNN builds in-house agent infrastructure as it prepares for AI-driven media trading

CNN plans to implement agentic infrastructure for media transactions by Q1 2027, focusing on testing and buyer behavior in 2026.

22 hours ago

I'm a VC who bets on AI. What keeps me up at night isn't the idea of these companies failing-quite the opposite | Fortune

AI's rapid advancement threatens the relevance of current business models, prompting a shift in venture capital investment strategies.

Inside the data center financing boom and the teams Wall Street is building to win it

Wall Street banks are rapidly financing AI data centers, with deal values soaring into the tens of billions, necessitating a shift in funding strategies.

#ai-search-engines

Multi-Engine AI Visibility Gap Widens as Brand Citation Rates Vary 9x Across Major AI Search Engines

The Multi-Engine AI Visibility Gap is a critical issue in digital marketing strategy for 2026, highlighting disparities in brand visibility across AI search engines.

Multi-Engine AI Visibility Gap Widens as Brand Citation Rates Vary 9x Across Major AI Search Engines

The Multi-Engine AI Visibility Gap is a critical issue in digital marketing strategy for 2026, highlighting disparities in brand visibility across AI search engines.

Multi-Engine AI Visibility Gap Widens as Brand Citation Rates Vary 9x Across Major AI Search Engines

The Multi-Engine AI Visibility Gap is a critical issue in digital marketing strategy for 2026, highlighting disparities in brand visibility across AI search engines.

Multi-Engine AI Visibility Gap Widens as Brand Citation Rates Vary 9x Across Major AI Search Engines

The Multi-Engine AI Visibility Gap is a critical issue in digital marketing strategy for 2026, highlighting disparities in brand visibility across AI search engines.

more#ai-search-engines

Is This ETF the Safest Way to Benefit From AI?

Reliable power is essential for AI scalability, making utilities crucial beneficiaries of the AI era.

fromwww.npr.org

What's next for Meta in the wake of trial losses and layoffs?

Meta faces significant challenges with legal rulings and a shift in focus from the Metaverse to artificial intelligence.

Could Buying Meta Platforms Stock Today Set You Up for Life? | The Motley Fool

Meta Platforms has strong growth potential due to its vast ecosystem and innovative capabilities, despite challenges in the digital advertising space.

Meta Platforms Price Target Trimmed by Wells Fargo

Wells Fargo lowered Meta's price target to $765, maintaining an Overweight rating, citing macro uncertainty but an attractive risk/reward for investors.

Could Buying Meta Platforms Stock Today Set You Up for Life? | The Motley Fool

Meta Platforms has strong growth potential due to its vast ecosystem and innovative capabilities, despite challenges in the digital advertising space.

Meta Platforms Price Target Trimmed by Wells Fargo

Wells Fargo lowered Meta's price target to $765, maintaining an Overweight rating, citing macro uncertainty but an attractive risk/reward for investors.

A Soaring AI Standout Is Eyeing a 2026 U.S. Listing. Its Next Act Could Be Bigger

International stocks, particularly in South Korea, have outperformed U.S. markets, with SK Hynix leading the charge in memory chip innovation.

fromTechRepublic

Oracle Slashes Thousands of Jobs While Doubling Down on AI Expansion

Oracle is cutting thousands of jobs to address investor concerns over its AI data center spending and overextension in the market.

16 hours ago

NVIDIA CEO Jensen Huang Says AGI Is Here. If He's Right, These Stocks Win Big

Jensen Huang claims that AGI has been achieved, prompting investors to reassess potential impacts on productivity and industry transformation.

fromForbes

From Streaming To AI: Agency Leaders' Next Big Media Bets

Streaming platform consolidation is reshaping agency strategies, emphasizing precision and adaptability in targeting consumer attention.

Alphabet Climbs 5%: Google's Nine-Minute Bitcoin Warning Is Turning Heads on Wall Street

Alphabet's shares rose 4.83% due to claims about quantum computing's potential to crack Bitcoin's security in nine minutes.

Is This the Bottom for Alphabet Stock's Dip in 2026? | The Motley Fool

Alphabet's stock surged nearly 5% as investors speculate whether the recent pullback has reached its bottom.

Alphabet vs Meta: Which Is a Better Tech Titan?

Alphabet's revenue growth is driven by Cloud and Search, while Meta relies heavily on advertising despite significant losses in hardware.

Tech industry

Alphabet's Week in Review: 5.3% Drop as New Data Center Deals Announced

Business

Alphabet (GOOG) Just Did Something We Haven't Seen Since 1997

Business

Google Plans to Double Capex Spending as Cloud Growth Soars 48% | The Motley Fool

Alphabet Climbs 5%: Google's Nine-Minute Bitcoin Warning Is Turning Heads on Wall Street

Alphabet's shares rose 4.83% due to claims about quantum computing's potential to crack Bitcoin's security in nine minutes.

Is This the Bottom for Alphabet Stock's Dip in 2026? | The Motley Fool

Alphabet's stock surged nearly 5% as investors speculate whether the recent pullback has reached its bottom.

Alphabet vs Meta: Which Is a Better Tech Titan?

Alphabet's revenue growth is driven by Cloud and Search, while Meta relies heavily on advertising despite significant losses in hardware.

Tech industry

Alphabet's Week in Review: 5.3% Drop as New Data Center Deals Announced

Business

Alphabet (GOOG) Just Did Something We Haven't Seen Since 1997

Business

Google Plans to Double Capex Spending as Cloud Growth Soars 48% | The Motley Fool

more#alphabet

fromApp Developer Magazine

Accelerating corporate ai investment returns

AI investments are high, but many companies struggle to see measurable profit and loss impact.

The Top AI ETFs That Let You Invest In The Whole Trend At Once

AI spending is projected to reach $4.8 trillion by 2033, with ETFs offering diverse investment opportunities in the sector.

How purchase data is redefining TV ad performance and driving revenue

Advertisers must adopt modern strategies, including purchase-based segmentation, to effectively engage consumers in the evolving TV landscape.

The Agentic Marketplace Is Here. Where Does That Leave DSPs and SSPs? | AdExchanger

Swivel and Olyzon's partnership creates a new ad buying model integrating buy-side and sell-side agents for enhanced campaign execution.

How purchase data is redefining TV ad performance and driving revenue

Advertisers must adopt modern strategies, including purchase-based segmentation, to effectively engage consumers in the evolving TV landscape.

The Agentic Marketplace Is Here. Where Does That Leave DSPs and SSPs? | AdExchanger

Swivel and Olyzon's partnership creates a new ad buying model integrating buy-side and sell-side agents for enhanced campaign execution.

more#advertising

fromInfoWorld

Google gives enterprises new controls to manage AI inference costs and reliability

Gemini API introduces Flex and Priority tiers for managing AI inference workloads based on criticality and cost.

3Fourteen's Pies: AI and semis are 'where the underlying strength is'

The semiconductor sector is experiencing unprecedented demand driven by AI and data center growth.

How AI Is Reshaping The Marketing Scientist Role | AdExchanger

Marketing scientists now translate data into meaningful insights, bridging the gap between AI analysis and human interpretation.

fromMarTech

Your AI governance gap is bigger than you think | MarTech

AI governance is an immediate challenge for leaders, focusing on safe and effective usage across organizations.

How Dell reinvented itself as an AI-server powerhouse - and what its CFO is building next | Fortune

Dell Technologies has shifted focus to AI infrastructure, recording significant growth in AI server orders and rethinking finance operations with AI agents.

fromMarTech

The real impact of AI on budgets, stacks and teams | MarTech

AI is reshaping marketing budgets and headcount, driving investment rather than cost reduction.

Had You Invested $1,000 in Amazon or Google 10 Years Ago, Here's What You'd Have Now

Alphabet has outperformed Amazon over the past decade in investment returns.

fromTechCrunch

Microsoft takes on AI rivals with three new foundational models | TechCrunch

Microsoft AI released three foundational AI models for text, voice, and image generation, emphasizing human-centered design and competitive pricing.

Inside the push to make every employee an AI master

Companies are implementing performance reviews and incentives to encourage employee adoption of AI tools to maximize their investments.

#generative-ai

fromComputerworld

AI budgets soar, ROI still elusive

CIOs are now focused on demonstrating measurable financial returns from generative AI investments.

fromTheregister

Artificial intelligence

Google looks to plow approx $180B into datacenters this year

fromComputerworld

AI budgets soar, ROI still elusive

CIOs are now focused on demonstrating measurable financial returns from generative AI investments.

fromTheregister

Artificial intelligence

Google looks to plow approx $180B into datacenters this year

more#generative-ai

Alphabet Could Simply Be the Best Tech Stock to Own - and It's Still Cheap

Alphabet remains the world's dominant digital advertising powerhouse, with a sprawling empire that includes the likes of Google Search, YouTube, and an absolutely giant (and fast-growing) cloud business that spews off an incredible amount of cash flow for investors.

Venture

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