AI·
Airbnb says AI writes 60% of its new code. Nobody has explained what that means.
Brian Chesky dropped the 60% figure on an earnings call without defining how Airbnb measures it. Google claims 75%. The independent average is 27%.
Person
Sundar Pichai
RSS 4 articles
First covered Apr 24, 2026, latest May 12, 2026
AI·
Alphabet hit $109.9B in Q1 and is starting to sell TPUs to outside data centers
Alphabet posted $109.9B Q1 2026 revenue with Cloud up 63% and a $460B backlog. Sundar Pichai said Google will sell TPUs to select customers running them in their own data centers.
AI·
Hyperscalers are on track to spend $700B on AI infrastructure in 2026
Big-tech AI capex is projected at $700B in 2026, up from $410B in 2025. Microsoft alone guided $190B. Wall Street is split: Meta got punished for the spend, Alphabet rallied.
AI·
Google is putting up to $40B into Anthropic. That's five days after Amazon's $5B.
Google committed $10B upfront and up to $40B total at a $350B valuation, plus five gigawatts of Google Cloud capacity. It's Anthropic's second nine-figure deal in a week.