🚀 Alphabet’s Not-So-Quiet AI Spendfest
Alphabet’s tossing a colossal $85 billion into its capital spending pool for the year, with AI infrastructure eating the biggest slice. Servers, data centres, networks - you name it, they’re scaling it. That’s about 20% of projected revenue... and yet investors are leaning in. Why? Because Google’s not just building big - it’s building AI-first.
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📈 Google’s AI Push Actually Works
Q2 was, frankly, stacked. Revenue jumped to $96.4B, profit rose 19%, and Search brought in a cool $54B solo. Cloud? Up 32%, thanks mostly to AI-heavy usage. Gemini now sees 450M monthly users, and AI Mode crossed 100M. Feels like Google’s finally figured out how to turn “AI” into more than a buzzword.
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💹 Chip Stocks Ride the Wave
Alphabet’s CapEx news hit the chip market like a jolt. Nvidia, AMD, Broadcom - all bouncing upward. Couple that with the U.S. government's renewed export strategy (Trump’s AI plan, anyone?), and you've got a sector sprinting on twin engines: private investment and federal green lights.
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🧠 Ancient Rome Meets AI
This one’s weirdly poetic. DeepMind dropped Aeneas, a generative AI designed to help historians decode old Roman inscriptions. It guesses dates, restores missing Latin words, and even maps possible origins. In trials, researchers agreed with the AI more than 90% of the time. It’s already been used to revise the dating of Res Gestae Divi Augusti - from 20 AD to closer to 15. Wild.
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