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Google expands AI Mode ads to 10 new countries

At Alphabet's Q3 earnings call, Google acknowledged that the monetization rate of Gemini-driven AI Mode is lower than that of traditional search, and that its strong query growth has instead dragged down overall revenue performance. Google said that advertising experiments show that in AI Mode, the click-through rates of sponsored and organic product listings are now similar, and that it is expanding AI Mode ads to 10 markets including Australia, Canada, and India, with plans to enter Brazil, Mexico, and the UK in Q4 2026. Around the earnings release, $GOOG fell about 12%, with market value shrinking by more than $500 billion; 9to5Google reported that the main reason was Q3 earnings falling short of expectations, rather than AI Mode itself. Other reports said Google's market value fell 15% in a single day, evaporating about $500 billion, its worst performance since its 2004 IPO.

View story:Google expands AI Mode ads to 10 new countries

Google says it may use Gmail and Photos data for targeted ads

Google said it may use data from Gmail and Google Photos for targeted advertising. On October 24, 2026, The Verge AI reported that Google updated its policy, stating that users who connect Drive, Gmail, or Google Photos to search tools such as AI Mode through the Personal Intelligence feature may have their content used to serve targeted ads; Google also said that advertisers will not receive this data or identity information such as names and email addresses, and that ads will not be targeted based on sensitive categories such as race, sexual orientation, religion, or health, and that users can disconnect the relevant apps on the search service's personalization settings page or completely turn off personalized recommendations. On October 26, heise online reported that Google added a new exception clause to its privacy policy, allowing personalized ads to be served based on content from Gmail, Google Drive, or Google Photos when users make that data available to services that support personalized advertising, such as Search and Gemini; users can turn off personalized recommendations in search services in the account's "Data & privacy" settings, but data already collected will not be deleted as a result. There is currently no further development with evidence.

Google says it may use Gmail and Photos data for targeted ads

Google said it may use data from Gmail and Google Photos for targeted advertising. On October 24, 2026, The Verge AI reported that Google updated its policy, stating that users who connect Drive, Gmail, or Google Photos to search tools such as AI Mode through the Personal Intelligence feature may have their content used to serve targeted ads; Google also said that advertisers will not receive this data or identity information such as names and email addresses, and that ads will not be targeted based on sensitive categories such as race, sexual orientation, religion, or health, and that users can disconnect the relevant apps on the search service's personalization settings page or completely turn off personalized recommendations. On October 26, heise online reported that Google added a new exception clause to its privacy policy, allowing personalized ads to be served based on content from Gmail, Google Drive, or Google Photos when users make that data available to services that support personalized advertising, such as Search and Gemini; users can turn off personalized recommendations in search services in the account's "Data & privacy" settings, but data already collected will not be deleted as a result. There is currently no further development with evidence.

View story:Google says it may use Gmail and Photos data for targeted ads

Google open-sources TorchTPU native PyTorch stack

Google collaborated with Meta's PyTorch team to launch the open-source project TorchTPU, providing a native PyTorch backend for Google TPU; migration only requires changing model.to("cuda") to model.to("tpu"). The project supports both eager and torch.compile modes, adds a new DeferAndFuse eager mode, covers about 450 Aten operators, and has been verified to run out of the box on 4,917 Hugging Face models, with a Tier 1 pass rate of 98% and Tier 2 numerical consistency relative to GPU of 97%. The official statement says it has been used in the inference and training production workloads of some Google Cloud major customers, and is integrated with vLLM, SGLang, TorchTitan, Ray, and TorchRec. Subsequent reports said that at PyTorch Conference North America 2026, Google open-sourced TorchTPU, whose runtime no longer depends on JAX, and existing workloads can be migrated with only minor code changes; PyTorch noted that TorchTPU's default Skinny Collectives scheme suffers roughly 30–40% end-to-end performance loss under distributed workloads compared with optimized schemes, and achieving peak performance still requires Pallas kernels and vLLM-T

OpenAI's GPT-6 series models launch on Google Cloud

On October 21, 2026, OpenAI announced a partnership with Google Cloud to bring its frontier models and Codex agent workflows to Google Cloud's Model Garden, allowing enterprises to use these technologies within their existing build environments. OpenAI's official statement did not disclose specific launch timing, the list of available models, or pricing information. Subsequent reports said that GPT-6 Astra, GPT-6.1 Sol, GPT-6 Luna, and Codex will launch on Google Cloud, with the first batch of models already available to select enterprise customers in private preview and a general availability plan to roll out in the coming weeks; enterprises can call them via the Google Cloud API and purchase them on Google Cloud Marketplace using their cloud account balances. Other reports said that GPT-6 Astra, GPT-6.1 Sol, and GPT-6 Luna are already live on Google Cloud.

View story:OpenAI and Google Cloud reach partnership; frontier models and Codex to launch on Google Cloud

Google Cloud announces that A5X instances will be available to all customers next month

Google Cloud announced that it will make Vera Rubin-based A5X instances available to all customers next month. Related reports noted that early testing by London-based advertising group WPP showed that AI agent workloads that previously required multiple server clusters to run can now run on a single A5X instance. The reports also said that, externally, the racks are interconnected via ConnectX-9 network cards and Google's Virgo network, and can scale across multiple sites to 960K Rubin GPUs; the design is aimed at reinforcement learning, and faster CPU-to-GPU and GPU-to-GPU links can shorten the time per training round. The instances are not yet available, and further developments await disclosure.

Google Cloud announces A5X instances will open to all customers next month

Google Cloud announced that it will make Vera Rubin-based A5X instances available to all customers next month. Related reports noted that early testing by London-based advertising group WPP showed that AI agent workloads that previously required multiple server clusters to run can now run on a single A5X instance. The reports also said that, externally, the racks are interconnected via ConnectX-9 network cards and Google's Virgo network, and can scale across multiple sites to 960K Rubin GPUs; the design is aimed at reinforcement learning, and faster CPU-to-GPU and GPU-to-GPU links can shorten the time per training round. The instances are not yet available, and further developments await disclosure.

View story:Google Cloud announces that A5X instances will be available to all customers next month

NVIDIA and Google Cloud announce the launch of the first A5X instances

On October 21, 2026, NVIDIA and Google Cloud announced at GTC Berlin that the first A5X instances equipped with NVIDIA Vera Rubin NVL72 are already running at one customer. The two companies plan to make them generally available in November 2026 and to expand the instances to Europe. A5X combines ConnectX-9 SuperNICs, Google Cloud's Virgo network, and fourth-generation liquid cooling, targeting large-scale agentic inference and reinforcement learning workloads; Google Cloud says it plans to scale this infrastructure to as many as 960,000 Rubin GPUs. The first customer is Ineffable Intelligence, a London-based company founded by David Silver, which will use it for large-scale reinforcement learning; WPP also demonstrated a creative agent architecture based on NVIDIA Nemotron models and OpenShell on A5X.

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On October 21, 2026, NVIDIA and Google Cloud announced at GTC Berlin that the first A5X instances equipped with NVIDIA Vera Rubin NVL72 are already running at one customer. The two companies plan to make them generally available in November 2026 and to expand the instances to Europe. A5X combines ConnectX-9 SuperNICs, Google Cloud's Virgo network, and fourth-generation liquid cooling, targeting large-scale agentic inference and reinforcement learning workloads; Google Cloud says it plans to scale this infrastructure to as many as 960,000 Rubin GPUs. The first customer is Ineffable Intelligence, a London-based company founded by David Silver, which will use it for large-scale reinforcement learning; WPP also demonstrated a creative agent architecture based on NVIDIA Nemotron models and OpenShell on A5X.

View story:NVIDIA and Google Cloud announce the launch of the first A5X instances

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Google releases Gemini 4 Argon model

On October 13, 2026, Gemini 4 Argon appeared on the GCP quota page. Testing Catalog, citing AiBattle, said the model was expected to launch within a few hours and called it a precursor to an imminent API model release; earlier that day, a Google employee had also teased an upcoming release. That evening, Testing Catalog reported that the model had begun rolling out and was already live in GCP's Agent Studio, where users could test it, with Google AI Studio and the Gemini app expected to follow. On October 14, Google officially released Gemini 4 Argon, open to developers and enterprises worldwide, usable via AI Studio and the Gemini platform API, and supported in Google Antigravity as well as the Gemini app and Search AI Mode for Ultra and Pro subscribers; reports said it supports long decoding output of up to 1,048,576 tokens and announced limited-time introductory pricing.

View story:Gemini 4 Argon appears on the GCP quota page

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