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Google Has the Muscle to Overpower Spending Worries
AI investment and delays are concerns, but the company’s core businesses look strong. | Business News
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channelnewsasia.com
Alphabet's Gemini delay, spending worries loom over earnings
July 21 : Alphabet faces heightened scrutiny from investors as a delay in the launch of a model key to its AI ambitions adds to worries over the payoff from massive data-center…
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economictimes.indiatimes.com
Alphabet's Gemini delay, spending worries loom over earnings - The Economic Times
The Google parent - set to report second-quarter results on Wednesday - has delayed from June the launch of its next flagship model, Gemini 3.5 Pro, built especially to catch…
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cryptobriefing.com
Alphabet faces earnings concerns amid Gemini delay and spending worries
Alphabet stock drops over 4% after Gemini 3.5 Pro AI delay. With $180-190B capex and earnings due July 22, investors question Big Tech AI
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techcrunch.com
Google justifies its massive AI spending with a booming cloud business | TechCrunch
Google's cloud business is thriving, as companies adopting its AI and AI infrastructure services help the tech giant to report record profits.
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theguardian.com
Google reports 12th consecutive quarter of strong revenue gains
Better-than-expected results come despite delays in release of powerful AI model Gemini Pro
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thenationalnews.com
Alphabet increases spending outlook as it races to build AI data centres | The National
The higher guidance reflects the company’s efforts to accelerate its expansion of AI computing capacity
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businessinsider.com
Three biggest takeaways from Google's Q2 earnings, from AI spending to a milestone for Gemini
Google's latest blockbuster quarter highlights how much AI is driving growth, but also how expensive it is getting to keep up.
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Pichai pushes back on claims Google is losing ground in AI race
July 22 : Alphabet CEO Sundar Pichai used Wednesday's earnings call to mount a robust defence of Google's AI strategy, pushing back on concerns that the company has fallen behind…
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theage.com.au
Money to burn? Big Tech’s AI splurge is blowing out
The market reaction to the results of Google’s parent Alphabet and Elon Musk’s Tesla suggests that investors are becoming increasingly wary of the tech giants’ ballooning spending…
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straitstimes.com
Alphabet CEO Pichai pushes back on claims Google is losing ground in AI race
Investors have become increasingly uneasy over the delayed release of Gemini 3.5 Pro, originally slated for June. Read more at straitstimes.com. Read more at straitstimes.com.
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Alphabet's quarterly earnings beat Wall Street estimates, but here's what is spooking investors
Alphabet announced strong second-quarter earnings, but its shares declined significantly. The company plans to substantially increase its capital expenditures for artificial…
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thenextweb.com
Google is not losing the AI race, Pichai tells doubters as cloud jumps 82%
Sundar Pichai conceded Google needs to improve at coding but rejected claims it is losing the AI race, as Alphabet Q2 revenue hit $119.8bn and cloud grew 82%.
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benzinga.com
Alphabet Spending Too Much on AI? Wall Street Sees Both Opportunity and Risk After Earnings: 'The Cloud N
Alphabet earnings split Wall Street as strong Cloud growth offset concerns over higher AI spending and negative free cash flow.
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afr.com
Google just crossed a red line in the AI boom
Google’s parent company Alphabet is still talking up big gains it hopes to reap from the AI boom, but it’s the tech giant’s spending that is capturing attention.
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gadgetsnow.indiatimes.com
Pichai Admits Google Must Accelerate AI Coding As Gemini 3.5 Pro Slips
Google's CEO defended the company's AI strategy during an earnings call. He acknowledged the need to accelerate AI coding after a model delay. Gemini Flash adoption was…
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Alphabet Raises AI Spending But Still Can't Meet Demand: 'We're Still in a Supply Constraint Environment'
Alphabet said AI demand continues to outpace computing capacity despite raising its capital spending outlook.
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hindustantimes.com
Why is Google spending up to $205 billion on AI? Inside Alphabet's biggest investment yet
Google plans to spend up to $205 billion on AI, data centres and Gemini as cloud demand surges, even as investors worry about rising costs and returns.
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cityam.com
AI spending overshadows Alphabet and Tesla earnings
Alphabet and Tesla both beat revenue expectations, yet their shares fell in after-hours trading due to heavy spending on AI infrastructure.
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axios.com
What worried investors about Alphabet
It's the first of the hyperscalers to report earnings, and investors may be growing leery of the scale of AI spending.
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Google Has the Muscle to Overpower Spending Worries
AI investment and delays are concerns, but the company’s core businesses look strong. | Business News