Tag: Sundar Pichai
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China’s open-weight model lead exposes America’s AI blind spot
The future of AI may be dictated not by who builds the smartest model, but who builds the models everyone runs on. Right now, that’s China.
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OpenAI cuts prices for two of its GPT-5.6 AI models as companies grow sensitive to costs
The company is facing pressure to cater to a more cost-sensitive customer base.
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Elevated energy prices, AI capex binge puts the Fed and Kevin Warsh in a tough spot
Fed Chairman Kevin Warsh and many of his devotees have argued that some short-term price pain can be tolerated in anticipation of AI eventually suppressing inflation.
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Amazon, Meta and Microsoft face skeptical investors this week after Google report sparked sell-off
Alphabet’s free cash flow has turned negative, and the company lifted its capital spending forecast. Slower-growing cloud rivals report this week.
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China’s Zhipu is closing in on top U.S. AI models with Anthropic and OpenAI held back
Zhipu’s GLM 5.2 shows the AI fight is shifting to who delivers the most intelligence per dollar, making open source suddenly a real contender.
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OpenAI and Anthropic face new AI reality as companies shift from tokenmaxxing to efficiency
Companies are tightening their AI budgets to focus on getting a return on their investment, and that could dampen growth rates at OpenAI and Anthropic.
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Google’s online dominance is showing signs of cracking in AI era
While Google remains in a position of strength in the eyes of Wall Street, the AI era is complicating the company’s story.
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As OpenAI leans into enterprise business, Apple and Google set sights on the masses
OpenAI’s aggressive push into the enterprise, where it competes with Anthropic, coincides with efforts by Apple and Google to bring advanced AI to consumers.
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Wall Street needs a crash course in the token economy ahead of AI IPOs. SpaceX offers a preview
When OpenAI and Anthropic make their IPO prospectuses available to the public, investors are going to have to learn about a whole new economy.
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Alphabet is seeking fresh capital as stock’s 4-week losing streak tests investor appetite
Alphabet expects capex to reach up to $190 billion this year, double last year’s spending, and the company is turning to investors to help fund its expansion.
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