AI·
Google moved Demis Hassabis out of the DeepMind CEO seat. Koray Kavukcuoglu now runs Gemini.
Sundar Pichai made Hassabis chair of Google DeepMind and Alphabet chief scientist. Koray Kavukcuoglu takes the Gemini org, and Jeff Dean is leaving.
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Sundar Pichai
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First covered Apr 24, 2026, latest Aug 6, 2026
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%.
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.