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AI Spending Race Is Still On

Google is spending massively on AI—but an analyst says it’s making the ‘right moves at the right time’

We disagree as this is an AI Arms Race and Alphabet is making the right moves at the right time. While this quarter was not a home run, we believe the stock down this much is an overreaction and we would be buyers.

Wall Street Journal · 1d

The AI Spending Race Is Still On as Google Antes Up

The Alphabet company plans a major outlay after its rivals Microsoft and Meta have been pulling ahead in investments.

The Verge on MSN · 1d

Google expects to spend $75 billion this year on the AI race

Google parent company Alphabet expects to invest “approximately $75 billion” in capital expenditures in 2025, according to a statement from CEO Sundar Pichai in Alphabet’s Q4 2024 earnings release. Capital expenditures have become a hot topic as of late as big tech companies race to build infrastructure to support their growing AI ambitions,

Google, Alphabet

Investopedia on MSN · 17h

Google Parent Alphabet’s Stock Tumbles Amid Worries Whether AI Spending Will Pay Off

Key Takeaways Shares of Google parent Alphabet tumbled Wednesday amid worries about whether the tech giant's spending on AI will pay off. Several analysts lowered their price targets for the stock, citing concerns about the company's weaker-than-expected cloud growth and plans to ramp up spending on AI.

The Motley Fool on MSN · 2h

Google Parent Alphabet Just Delivered Great News for Nvidia Investors Worried About DeepSeek

Alphabet ( GOOG -6.94%) ( GOOGL -7.29%) provided its fiscal 2024 fourth-quarter update after the market closed on Tuesday. And the Google parent delivered great news for Nvidia ( NVDA 5.21%) investors worried about the impact of Chinese artificial intelligence (AI) company DeepSeek.

MarketWatch · 1d

Alphabet earnings: What to expect on AI and the cloud, with Google parent’s stock near a record

Alphabet reports fourth-quarter earnings after Tuesday's closing bell. Investors will be focused on cloud momentum and AI traction, with shares of the Google and YouTube parent company holding fast near the record levels achieved last week.

AI, Google

Business Insider · 20h

Alphabet (GOOGL) Opens its Most Powerful AI Model to the Public

Google parent company Alphabet (GOOGL) has released Gemini 2.0, its most advanced artificial intelligence (AI) model to the general

TechCrunch on MSN · 20h

Google launches new AI models and brings ‘thinking’ to Gemini

Google launched its much-anticipated new flagship AI model, Gemini 2.0 Pro Experimental, on Wednesday. The announcement was part of a series of other AI model releases. The company is also making its “reasoning’ model,

CNBC on MSN · 20h

Google opens its most powerful AI models to everyone, the next stage in its virtual agent push

Google on Wednesday released the Gemini 2.0 artificial intelligence model suite to everyone. The continued releases are part of a broader strategy for Google of investing heavily into "AI agents" as the AI arms race heats up among tech giants and startups alike.

21h

Google introduces new class of cheap AI models as cost concerns intensify

Alphabet's Google on Wednesday announced updates to its Gemini family of large language models, including a new product line ...

23h

As Alphabet Stock Drops, $75 Billion AI Bet Aims To Boost Growth

Investors focused most intensely on Alphabet’s cloud services business which generated lower-than-expected revenue, a weak forecast, and aims to spend $75 billion – ...

17h

Alphabet CEO Sundar Pichai on Google’s self-driving cars, YouTube’s power, and the AI future

YouTube achieved record ad revenue thanks to the U.S. presidential election, with politicians on both sides doubling their ...

InfoWorld46m

Google rolls out cheaper AI model as industry scrutinizes costs

Flash-Lite 2 can generate captions for around 40,000 unique images at a cost of less than a dollar on Google AI Studio’s paid ...

1don MSN

Alphabet is planning to spend big again this year, sending shares down

Alphabet's fourth-quarter earnings showed slowing growth in its Cloud Services business and a bigger-than-expected capex ...

Google parent Alphabet slides after sales miss Wall Street estimates

Excluding traffic acquisition costs, that figure was $81.6bn, missing Wall Street estimates in a Bloomberg poll of $82.8bn.

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