Alphabet (Google)

EU launches antitrust probe into Google's use of online content for AI purposes

It wants to know whether Google is distorting competition by imposing unfair terms and conditions on publishers and content creators

Competition is heating up in the emerging category of AI and augmented reality, or AR, glasses.

Google says first AI glasses with Gemini will arrive in 2026

Samsung Electronics, Warby Parker and Gentle Monster are among its early hardware partners

Apple, Samsung, and Google opposed New Delhi mandating always-on phone location services with no user disable option.

India weighs greater phone-location surveillance; Apple, Google and Samsung protest

Modi’s govt revoked a state cyber safety app preload order after privacy and snooping concerns

The value of TPUs was corroborated by the launch of Alphabet’s latest Gemini AI model, which received glowing reviews and is optimised to run on the chips.

Alphabet’s TPU AI chips are a potential US$900 billion ‘secret sauce’

The success of TPU chips is a primary reason for the company’s 31% fourth-quarter share rally

Amazon is releasing Trainium3 about a year after deploying its predecessor accelerator.

Amazon rushes out latest AI chip to take on Nvidia, Google

AWS is the largest seller of rented computing power and data storage

OpenAI CEO Sam Altman said that other projects would now be delayed, including a plan to introduce advertising to the chatbot.

OpenAI declares ChatGPT ‘code red’ over stiff competition: report

CEO Altman says resources must be devoted to fending off the new competition to its chatbot

Google has committed to spending about US$85 billion this year to expand data centre capacity.

India’s Adani seeks up to US$5 billion investment in Google data centre to join AI boom

Indian billionaires Gautam Adani and Mukesh Ambani have also unveiled investments in building data centre capacity

Google’s Gemini 3 launches to rave reviews, taking the lead in the AI race.

Markets Swing on Rate-Cut Bets as Google Reshapes the AI Race

Rate-cut bets surge, Google disrupts the AI race, Japan faces economic crosswinds, and the rupee struggles. Here’s what moved Asia’s markets this week with Emily Liu and Cheng Chye Hsern from Provided...

Jensen Huang, Nvidia’s boss, does not seem especially worried about Google's TPUs. He is betting on flexibility – and while Nvidia no longer looks as invulnerable as it once did, its strength should not be underestimated.
THE BOTTOM LINE

Google has pierced Nvidia’s aura of invulnerability

But the search giant’s custom chips may prove tricky for others to adopt

Google has plenty of resources that OpenAI doesn’t: a corpus of ready data to train and refine AI models; flowing profits; and its own computing infrastructure.

Google, the sleeping giant in global AI race, now ‘fully awake’

Several tech companies have plotted ways to develop their own semiconductors or forge ties that make them less reliant on Nvidia’s bestsellers