Google

Search and cloud giant developing proprietary TPU chips alongside Nvidia GPU deployments. - Major AI infrastructure investor, TPU chip developer

ChatGPT's November 2022 launch triggered the fastest infrastructure buildout in tech history. Datacenter construction spending tripled from $15 billion to $45 billion annually in just two years. Hyperscalers are now on track to spend over $1 trillion in 2026—exceeding the GDP of all but 10 countries—racing to secure power, land, and cooling systems before their rivals. Alphabet shocked markets on February 4, 2026 with guidance of $175-185 billion in 2026 capex, 55-65% above Wall Street estimates of $119.5 billion. Amazon escalated the spending war on February 5 with $200 billion 2026 capex guidance after Q4 revenue of $213.4 billion and AWS growth of 24% to $35.6 billion. Microsoft reported $37.5 billion in capex for Q2 FY2026 (just one quarter), while Meta committed $6 billion to Corning for fiber-optic cables in late January, secured 6.6 gigawatts of nuclear power through three partnerships announced in early January 2026, confirmed a multi-billion Nvidia chip deal, and on February 24 announced a $60-100 billion, 6-gigawatt AMD GPU deal—diversifying away from Nvidia dominance.

Updated 4 days ago

Google operates the dominant search engine globally and is the defendant in multiple DOJ antitrust cases. - Defendant; appealing both liability finding and remedies

Google has paid Apple roughly $20 billion per year to be the default search engine on iPhones and Safari. In August 2024, a federal judge ruled this arrangement—and similar deals with Samsung and others—constituted an illegal monopoly. Now both sides are appealing: the Department of Justice wants Google broken up, while Google wants the entire case thrown out.

Updated Feb 11

Google is using its product surface area to turn model releases into mass rollouts. - Shipping Gemini 3 Flash into Search, the Gemini app, and developer platforms.

The rollout didn’t stop at “Flash is the default.” In the days after launch, Google filled in the missing contract with developers: Gemini 3 Flash Preview is now explicitly priced in the Gemini API, with context caching rates, batch pricing, and a clear note that Gemini 3-era Search grounding will begin billing on January 5, 2026.

Updated Dec 20, 2025

Google’s AI tools are the foil in Disney’s argument that not all AI partnerships are equal. - Target of Disney cease‑and‑desist over alleged AI copyright infringement.

Mickey Mouse just shook hands with the algorithm Hollywood spent two years trying to tame. Disney is investing $1 billion in OpenAI and letting Sora and ChatGPT Images legally pump out short videos and images starring more than 200 Disney, Pixar, Marvel, and Star Wars characters — but not the actors who play them.

Updated Dec 11, 2025