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Google’s Pichai and Ashkenazi provided a great example of how there is no clear articulation by big tech of the whys and wherefores of spending all their cash flow on AI. I think the average investor suspects that it’s an arms race that won’t necessarily end well. But the
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Wow Google FCF negative due to AI expenditure
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Alibaba announced Qwen 3.8, the company’s new 2.4T-parameter model going open-weight, with AI/ML API set to be among the first to serve it alongside the 1000+ models already routed under one API key. Test the lineup
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We've seen the outpouring of support for ASRs in under-resourced languages, and we hear you. As a start, we've partnered with @HUMAIN to keep working with Arabic AI. More soon
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OpenAI is on a strong trajectory with Codex and is putting real pressure on Anthropic. Codex is making impressive progress. That is particularly important for OpenAI because Anthropic and OpenAI have different strengths in different market segments. While OpenAI primarily serves
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AI Race Heats Up: #AMD Challenges #Nvidia, Google Builds New AI Chips https://
youtu.be/i4RoSoF80QE?si
=491ZjUmSemY-fjTD
… #AIChip #AI #chip #semiconductor @lexfridman @KirkDBorne @Ronald_vanLoon @erikbryn @antgrasso @sallyeaves @Nicochan33 @HaroldSinnott @mvollmer1 @marcusborba @CatherineAdenle
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Google is stepping up its AI cybersecurity game! @Google has just unveiled three new models designed to boost security and performance while keeping costs lower than rival offerings: • Gemini 3.5 Flash Cyber • Gemini 3.6 Flash • Gemini 3.5 Flash-Lite @GeminiApp
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@AndrewCurran_ dude just accept it Google is in a mess on AI and in particular LLMs. They could and should have her the world leader having invented Transformers with Self-Attention Mechanism but they are way behind.
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We’re super excited to announce an expanded global strategic partnership with Microsoft to give enterprises and regulated industries frontier AI they can control.
— Arthur Mensch (@arthurmensch) 22 juillet 2026
With this multi-billion dollar commitment from Microsoft, we're accelerating the construction of our AI… pic.twitter.com/5mCTw3maH1
We’re super excited to announce an expanded global strategic partnership with Microsoft to give enterprises and regulated industries frontier AI they can control. With this multi-billion dollar commitment from Microsoft, we're accelerating the construction of our AI
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The AI era runs on servers. More of those servers are built in Texas. Today, NVIDIA CEO Jensen Huang joined Wistron Chairman Simon Lin in Fort Worth to open Wistron’s first U.S. facility, producing Grace Blackwell compute boards, with Vera Rubin next.