10 articles
Tech giants are pouring massive capital into AI infrastructure, with spending projections showing Amazon hitting nearly $200 billion by 2026 as the industry races to build next-generation computing capacity.
Alphabet reported record annual revenue exceeding $400 billion driven by explosive AI adoption across its Gemini ecosystem, cloud services, and search products, with enterprise usage expanding to over 120,000 organizations.
Poetiq sets a new benchmark record on ARC-AGI-2 with a verified 54% score, surpassing Alphabet's Gemini 3 Deep Think. The system uses an open-source scaffold combining Gemini 3 Pro and GPT-5.1.
Microsoft and Alphabet are pouring unprecedented capital into AI infrastructure, with spending jumping from around $21-22B in 2020-2021 to an estimated $65B and $60B respectively by 2025, even as interest rates climb and cash reserves decline.
Google is ramping up its infrastructure game plan, aiming to double AI serving capacity every six months as demand for Gemini and other AI services explodes.
David Friedberg disputed Michael Burry's concerns about hyperscaler depreciation practices, arguing that GPUs and TPUs at companies like $GOOGL remain fully operational for 7-8 years, justifying extended depreciation schedules.
Similarweb data reveals dramatic traffic growth across Google's AI platforms in October 2025, with Labs.google jumping nearly 4,000% year-over-year and strong gains across Gemini, AI Studio, and other properties.
Alphabet just posted record Q3 2025 results, breaking the $100 billion mark for the first time in a single quarter. Google Cloud stole the show with 34% growth and a massive $157 billion backlog, proving the company's strength in the AI economy.
Alphabet's record $116 billion net income demonstrates its ability to fund massive AI infrastructure investments from operating profits alone.
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Usman Salis
Eseandre Mordi
Saad Ullah
