
Sundar Pichai says Google's compute today reflects decisions he made in 2024
Google's CEO says the industry is pretty far from the end state of recursive self-improvement and that every lab wishes it had twice the compute.
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Google's CEO says the industry is pretty far from the end state of recursive self-improvement and that every lab wishes it had twice the compute.

Gemini tripled its user base in a year, and Sensor Tower says ChatGPT's assistant market share has dropped below 50% for the first time.

Alphabet's cloud backlog hit $514B and profit tripled to $112.1B, giving Sundar Pichai cover for $190B in annual capex.

Google's parent is selling $80B in equity, including a $10B Berkshire Hathaway stake, to keep pace with a capex plan running up to $190B this year.

Hands-on testing of Google's 24/7 cloud-based assistant shows it can plan trips and summarize inboxes, but trips over basic integrations.

The Alphabet CEO discusses Google's AI-first restructuring and the future of search traffic to publishers.

Revenue rose 63% year-over-year and the backlog doubled to $462B, but Sundar Pichai told analysts the business is compute-constrained.

YouTube Premium and Google One drive subscription growth as YouTube ad revenue misses Wall Street's $9.99B target by $110M.
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