Nearly 40% of Alphabet's planned ~$85B in equity offerings for AI will go toward covering tax obligations tied to employee equity awards, amid the AI talent war
It seems 40% of this money will go towards stock based compensation of workers. This is a very different direction from doing layoffs to pay for AI.
Nearly 40% of Alphabet's planned ~$85B in equity offerings for AI will go toward covering tax obligations tied to employee equity awards, amid the AI talent war
Cory Weinberg /The Information:NEW
Waymo says it is updating its fleet to improve navigation during widespread outages, after pausing its service during blackouts in San Francisco on December 20
Three days after a blackout in San Francisco caused Waymo to pause it driverless car service, the Alphabet-owned company …
A survey of UK adults in 2025: on average, they spend 4.5 hours per day online, up 10 minutes on 2024, and 50%+ of time is on Google- and Meta-owned services
## Half of all time online [by people in the UK] is now spent on Alphabet and Meta-owned services — Wow. What a stark, depressing, picture. — ## Adults now spend an average of four and a half hou...
OpenAI, Alphabet, and Perplexity offering free access to their paid tiers in India suggests the country may be the biggest and safest bet for broad AI adoption
Everyone is looking for the next big AI bet. They're searching for energy-rich places that can run data centers cheaply …
OpenAI, Alphabet, and Perplexity offering free access to their paid tiers in India suggests the country may be the biggest and safest bet for broad AI adoption
Everyone is looking for the next big AI bet. They're searching for energy-rich places that can run data centers cheaply …
How Google Cloud has become one of Alphabet's fastest-growing businesses under Thomas Kurian, driven by investments in AI, data centers, custom chips, and more
- Google Cloud grew 34% in the third quarter on AI demand — Cloud is now challenging YouTube as Alphabet's No. 2 cash generator
In their latest earnings reports, Meta, Alphabet, Microsoft, and Amazon have announced plans to increase their AI spending in 2026 to a combined $400B
Meta, Alphabet, Microsoft and Amazon will increase spending in 2026; ‘Are we in a bubble?’ — Silicon Valley's biggest companies …
Shares of ISU Petasys, a South Korea-based multi-layer PCB supplier for AI servers used by Alphabet, Nvidia, Microsoft, and others, are up 215% so far this year
Based in Daegu, a city in southeastern South Korea, ISU Petasys makes multi-layer printed circuit boards that hold chips and other components for AI servers.
OpenAI projects hitting $200B in revenue in 2030, with R&D costs amounting to ~45% of that, or ~$90B; Big Tech's R&D costs are currently 10% to 25% of revenue
Seems like MANY users have to start paying and a lot of bonds / IPO funds. [embedded post] Ed Zitron / @edzitron.com : Also - it is shocking and appalling that OpenAI CFO Sarah Friar signed off on th...