Alphabet has notched its first $100 billion-plus quarter, with revenue of $102.35 billion, a 16 percent increase for the period ending September 30. The result exceeded analyst estimates of $99.89 billion. CEO Sundar Pichai noted the results marked a 100 percent increase in Q3 revenue since 2020, when it was $50 billion. “We’re firmly in the generative AI era,” Nadella said, noting diversification “with successful businesses in Cloud, YouTube and subscriptions.” The company was onboard with the trend in increased spending, upping its capital expenditure range from $85 billion to $91 billion – $93 billion for 2025. Continue reading Cloud and AI Drive Alphabet to First $100 Billion-Plus Quarter

Meta Platforms is adding new safety features to provide parents more control as to how children — most pointedly teens — interact with AI chatbots and characters. The move follows the September launch of an FTC investigation of Meta and five other companies on the potentially harmful effects of their AI on children and teens. Meta’s new guardrails will allow parents to turn off one-on-one chats with AI characters completely or just block specific characters. They’ll also be able to glean insight into topics their underage household members are discussing with AI, including Meta’s own AI assistant. Continue reading Meta Bolsters Parental Controls for AI in Wake of FTC Inquiry

YouTube is offering amnesty of sorts, providing those who were kicked off the platform for policy violations a “second chance.” Last week, the Google-owned streamer agreed to pay a $24.5 million settlement to President Donald Trump, who sued over suspension of his YouTube account following the January 2021 U.S. Capitol riots. “We know that our long-held approach of enforcing lifetime terminations can be difficult for creators,” YouTube explained in a blog post highlighting more than $100 billion paid out to creators, artists and media companies through the YouTube Partner Program over the past four years. Continue reading YouTube Offers Some Terminated Accounts a Second Chance

YouTube is implementing a new Activation Partners program to help advertisers achieve better outcomes in CTV campaigns. The program connects brands, advertisers and agencies with approved third-party experts specializing in YouTube media buys, including campaign planning and management. The program aims to help marketers discover new resources that have been pre-vetted by Google, expanding perspectives and tapping alternative expertise by tapping a “collection of trusted third-party partners” that the social video company hopes will “help advertisers get the best results out of their work with YouTube.” Continue reading YouTube’s Activation Partners Program Supports Advertisers

California has become the first state in the nation to enact an AI safety law. The Transparency in Frontier Artificial Intelligence Act requires major AI firms to regularly report safety information, keeping government apprised of the guardrails imposed when building models as well as ongoing risks presented. California is home to leading AI companies including OpenAI, Alphabet, Anthropic, Meta Platforms, Nvidia and xAI, which means the law will be something of a national standard, as the rules imposed on those companies will have follow-through effects in all states. The law also bolsters whistle-blower protections for employees of the affected firms. Continue reading California Enacts an AI Law Focused on Frontier Model Safety

Apple has reportedly developed a ChatGPT-like iPhone app for internal use in testing its AI overhaul of Siri. Apple’s AI unit is using the app to assess new features for its famous conversational assistant, putting it through its paces for tasks like sifting through personal data, including documents, audio and emails, and performing actions including photo and video editing, according to reports. Called Veritas, Latin for “truth,” the developmental software is garnering attention as a pivotal tool in Siri’s highly anticipated AI makeover, expected to make its public debut next year. Continue reading Apple Creates an AI Chatbot to Help Train the Next-Gen Siri

Apple is reportedly working on an AI-powered search tool that would initially be integrated with Siri and eventually added to the Safari browser and Spotlight, a search app launched from the iPhone home screen. Known internally as World Knowledge Answers, it is expected to debut next spring, possibly with help from Google, which is said to have built a model to power Apple’s AI search. Google is a longtime Apple partner, providing the default search engine for Apple devices. The move is intended to make Apple’s search offerings more competitive with products from OpenAI and Perplexity. Continue reading Apple Said to be Working with Google on AI-Powered Search

OpenAI is purchasing software-testing startup Statsig in a deal reportedly worth $1.1 billion and has named its founder and CEO Vijaye Raji the ChatGPT-maker’s CTO of Applications as part of the move to build out that division, announced in May under CEO Fidji Simo, who previously ran Instacart. Reporting to Simo, Raji will head product engineering for ChatGPT and Codex “with responsibilities that span core systems and product lines including infrastructure and integrity,” said OpenAI, a client of Statsig, whose services include powering A/B testing, feature flagging, and “real-time decisioning.” Continue reading OpenAI Acquires Product-Testing Firm Statsig for $1.1 Billion

Two new Google infrastructure projects will benefit from a nearly $20 billion Alphabet cash infusion. Reported in recent weeks: a $9 billion cloud and AI server facility expansion in Virginia and $9 billion to be spent on new construction and an existing plant upgrade in Oklahoma. Google has also committed $1 billion to AI training and support from the community college to university levels in both states. Such ambitions do not stop at U.S. shores. AWS has earmarked $4.4 billion to construct and operate cloud centers in New Zealand while OpenAI seeks investors for an India build-out. Continue reading Google, AWS Rack Up $23 Billion in New Data Center Growth

Google has released a free consumer version of the Veo-powered Vids generative video creation and editing tool that debuted in November 2024 as part of the Google Workspace productivity suite, a subscription product starting at $7 per month for individual users. Subscribers will continue to have access to a more full-featured Vids app, which has been updated with AI avatars, image-to-video capability and automatic transcript trimming that removes “filler words and awkward pauses with just a few clicks.” But the free tier provides basic AI-enhanced editing and video creation using templates that casual users will no doubt find helpful. Continue reading Google Releases Free Version of Veo 3-Powered Vids Editor

Amazon Q2 earnings outperformed analyst expectations, but a strong performance wasn’t enough to quell market fears in light of a gloomy forecast and Amazon Web Services growth seen as anemic, at +17.5 percent, which was slower than the expansion of its competitors Microsoft Azure (+39 percent) and Google Cloud (+32 percent). Amazon’s Q2 profit was $18.2 billion, up nearly 30 percent on revenue of $167.7 billion, a 13 percent gain year-over-year. Advertising income of $15.7 billion was almost $1 billion more than StreetAccount’s estimate of $14.9 billion. But for the current quarter, Amazon estimated operating income between $15.5 billion and $20.5 billion. Continue reading Amazon Profit Is Up 30 Percent, but Forecast Spooks Market

Google has added a new AI search tool called Web Guide. A Google Search Labs experiment, Web Guide will “intelligently organize” results pages according to specific aspects of the user’s query. Web Guide implements a custom version of Gemini AI “to better understand both a search query and content on the web” for what Google calls a “more powerful” search that enhances discovery of more on-point but obscure pages. Like AI Mode, a Google Labs experiment launched in March, Web Guide uses a query fan-out technique, “issuing multiple related searches to identify the most relevant results.” Continue reading Web Guide Is Google Search Labs Latest Gemini Experiment

Alphabet reported a 14 percent year-over-year revenue increase to $96.4 billion, propelled largely by growth in the Google Cloud and Google Search divisions. Artificial intelligence had a significant impact across the board, including in spending. Capital expenditure is expected to be roughly $85 billion in 2025, compared to $52.5 billion in 2024. Google Cloud generated $13.6 billion in Q2, up 32 percent from the same period last year. Advertising sales totaled $71.3 billion for the quarter, a 10.4 percent improvement from the year earlier frame. Google Search, which is integral to advertising sales, was up 11.7 percent. Continue reading Q2 Revenue Hits $96B as Google Invests in AI Search, Models

Google scuttled OpenAI’s negotiations to purchase AI coding firm Windsurf (formerly Codeium), by agreeing to pay roughly $2.4 billion to license the startup’s core technology, hire co-founder and CEO Varun Mohan and bring a passel of employees with him to Alphabet. The license is non-exclusive and Google is not taking a stake in Windsurf. Days after the Google deal, AI startup Cognition announced it would be acquiring Windsurf (both startups are backed by Peter Thiel’s Founders Fund). Mohan, co-founder Douglas Chen and some members of the Windsurf R&D team are moving to Google to work primarily with DeepMind on agentic coding. The $2.4 billion covers licensing fees and compensation. Continue reading Cognition Acquires Windsurf Following Google Licensing Deal

The European Union has published a General Purpose AI (GPAI) Code of Practice designed to help companies comply with the AI Act, which includes copyright protections and transparency requirements for advanced models. The Code of Practice bans training models on unauthorized materials and says companies must comply with copyright-holder requests to omit work from datasets. Developers are required to provide documentation describing the features of their AI models. The AI Act began taking effect in August 2024 and is being implemented gradually, with key transparency, governance and privacy provisions coming into force next month. Continue reading EU Releases AI Practices Code to Help with Legal Compliance