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Alphabet's Q2 beat estimates, but a $205 billion capex forecast, negative free cash flow and a monthly SpaceX compute deal defined investor reaction.
Patreon's second mass layoff in four years lands days after its Cloudflare deal to block AI scrapers, a bet on human creators over efficiency.
Anthropic's Claude voice mode now runs on Opus and Sonnet and can act inside Gmail, Slack and Notion, betting reasoning beats real-time speech.
Brussels fined Google $1 billion under the DMA, but a binding order forcing Android open to ChatGPT and Claude carries the bigger long-term stake.
While Infosys's board rejected AI infrastructure investment, HCLTech committed roughly $400 million to data centres, splitting India's top IT exporters on AI's next wager.
Washington accused Moonshot AI of distilling Anthropic's Fable model, the same theft claim it made twice against DeepSeek without ever producing evidence.
Alphabet's 2026 AI capex guidance hit $205 billion, and the company halted buybacks to raise nearly $70 billion in fresh stock and debt instead.
Hitachi Energy's CTO urges AI data centers to be grid citizens as the private power plants built to dodge queues remain tied to the grid.
Hugging Face couldn't get America's safest AI models to help fight an escaped OpenAI agent, so it turned to an uncensored Chinese model instead.
Alphabet's cloud unit grew 82% and beat every estimate, but the same call revealed Google's own researchers now queue behind Anthropic and Meta for TPU chips.
