Google received the first reply from the Project Suncatcher prototype satellite, with the on-orbit data-center-class TPU successfully running the open Gemma 4 model and returning a haiku about space. The satellite was launched on October 1, and the host and TPU tray have previously completed power-on and early machine learning tests. Next, Google will test how the TPU performs under orbital thermal stress and radiation exposure, paving the way for the 2027 two-satellite interconnection goal.
Google's Jules agent will be gradually shut down, and the experience and planned features of its asynchronous coding agent will be merged into Antigravity. Jules officially stated that after the integration, users will gain both autonomous remote background task execution and an agent-first development environment. TestingCatalog also mentioned that traces of a new Chief of Staff agent have appeared in Antigravity.
After Alphabet announced its third-quarter financial results, its stock price fell nearly 10%. The company disclosed that revenue generated by AI search is lower than that of traditional search, even though overall search business revenue grew 12% year-over-year to $63.25 billion. Chief Business Officer Philipp Schindler said the slowdown in search business growth stems from the lower monetization capability of AI Mode. Company spending for the quarter reached $51.4 billion, about two-thirds of which went to servers and networking equipment, while net profit was $26.17 billion, down from $35 billion in the same period last year.
After Alphabet announced its third-quarter financial results, its stock price fell nearly 10%. The company disclosed that revenue generated by AI search is lower than that of traditional search, even though overall search business revenue grew 12% year-over-year to $63.25 billion. Chief Business Officer Philipp Schindler said the slowdown in search business growth stems from the lower monetization capability of AI Mode. Company spending for the quarter reached $51.4 billion, about two-thirds of
After the initial US test, ads in Google Search's AI Mode are being added in 10 new markets: Australia, Canada, India, Kenya, Malaysia, New Zealand, Nigeria, Pakistan, the Philippines and Singapore, and US users will also see so-called "multi-turn ads" in follow-up questions. Google says research shows users are relatively receptive to ads in AI Mode, that click-through rates for sponsored and organic product listing items are already similar, and stresses that these ads do not affect Google AI's generated organic answers. By the end of the year it will also cover Brazil, Mexico and the UK, while a week ago OpenAI had just pushed ChatGPT ads into 26 new markets, totaling 89 countries.
After the initial US test, ads in Google Search's AI Mode are being added in 10 new markets: Australia, Canada, India, Kenya, Malaysia, New Zealand, Nigeria, Pakistan, the Philippines and Singapore, and US users will also see so-called "multi-turn ads" in follow-up questions. Google says research shows users are relatively receptive to ads in AI Mode, that click-through rates for sponsored and organic product listing items are already similar, and stresses that these ads do not affect Google AI'
Google acknowledged at the Alphabet Q3 earnings call that the Gemini-driven AI Mode has a lower monetization rate than traditional search, and its strong query growth has instead dragged down overall revenue performance. Google said ad experiments show that in AI Mode, the click-through rates of sponsored and organic product listings are now similar, and 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; reports say the main reason was Q3 earnings falling short of expectations, not AI Mode itself.
Google acknowledged at the Alphabet Q3 earnings call that the Gemini-driven AI Mode has a lower monetization rate than traditional search, and its strong query growth has instead dragged down overall revenue performance. Google said ad experiments show that in AI Mode, the click-through rates of sponsored and organic product listings are now similar, and 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. Ar
Google is expanding ads in AI Mode to 10 new countries, including Australia, Canada, India, Kenya, and Singapore, and plans to enter Brazil, Mexico, and the UK later this year. In the US, Google introduced "multiturn ads," which can display ads based on commercial relevance in follow-up questions within AI Mode. Google Chief Business Officer Philipp Schindler said user queries are shifting to AI Overviews and AI Mode, causing search ad revenue growth to slow in the third quarter.
Alphabet announced that Oracle will offer Google's TPUs, marking the first time customers can use TPUs outside of Google's infrastructure. Google had previously opened TPUs to external data centers in the second quarter, and analysts expect Google Cloud revenue to grow about 90% year over year. TD Cowen forecasts TPU sales of $9.4 billion in the second half of this year and $62.5 billion in 2027, while Wells Fargo expects about $9 billion in the third quarter and $99 billion next year; Anthropic reached an agreement last October to use up to 1 million TPUs, and OpenAI also plans to purchase TPUs from Google.
Alphabet announced that Oracle will offer Google's TPUs, marking the first time customers can use TPUs outside of Google's infrastructure. Google had previously opened TPUs to external data centers in the second quarter, and analysts expect Google Cloud revenue to grow about 90% year over year. TD Cowen forecasts TPU sales of $9.4 billion in the second half of this year and $62.5 billion in 2027, while Wells Fargo expects about $9 billion in the third quarter and $99 billion next year; Anthropic
Oracle announced that it will deploy Google TPU on OCI, along with inference chips from OpenAI, Cerebras, SambaNova, and Positron AI, giving customers more computing options beyond Nvidia GPUs. Oracle says it will become the first hyperscale cloud provider other than Google Cloud to offer TPU; TPU and the Cerebras wafer-scale engine are planned to launch in 2027, and Positron Atlas is already available. At the same time, Oracle is expanding its partnership with Nvidia, with the Vera Rubin NVL72 system and Vera CPU now generally available on OCI.
Oracle announced that it will deploy Google TPU on OCI, along with inference chips from OpenAI, Cerebras, SambaNova, and Positron AI, giving customers more computing options beyond Nvidia GPUs. Oracle says it will become the first hyperscale cloud provider other than Google Cloud to offer TPU; TPU and the Cerebras wafer-scale engine are planned to launch in 2027, and Positron Atlas is already available. At the same time, Oracle is expanding its partnership with Nvidia, with the Vera Rubin NVL72
Google's TPUs will run on a hyperscale cloud outside Google for the first time, with Oracle deploying capacity starting in calendar year 2027 and gradually expanding over several years. Oracle provides power, cooling, and data center networking; its Acceleron network connects TPU clusters to Oracle's databases and storage, letting enterprises fine-tune and deploy models next to their data without cross-cloud transfers. Google says the eighth-generation TPU delivers up to 12.6 PFLOPS of FP4 compute per chip, achieves over 97% effective cluster uptime during large-scale training, and improves performance per dollar by up to 80% for low-latency serving; its open-source TorchTPU stack lets existing PyTorch code and tools such as vLLM and SGLang run on TPUs without rewriting models.
Google's TPUs will run on a hyperscale cloud outside Google for the first time, with Oracle deploying capacity starting in calendar year 2027 and gradually expanding over several years. Oracle provides power, cooling, and data center networking; its Acceleron network connects TPU clusters to Oracle's databases and storage, letting enterprises fine-tune and deploy models next to their data without cross-cloud transfers. Google says the eighth-generation TPU delivers up to 12.6 PFLOPS of FP4 compu
Oracle and Google announced at Oracle AI World that Google TPU will be offered through Oracle Cloud Infrastructure (OCI). Oracle says OCI is the first hyperscale cloud platform outside Google to offer Google TPU, with availability planned within the 2027 calendar year. OCI will handle power, cooling, and data center networking, supporting large model training, post-training (including dense and MoE models), as well as production inference for inference, agent, and long-context scenarios. The two sides also introduced the eighth-generation TPU, with the TPU 8t training version and TPU 8i inference version, among which the TPU 8t delivers nearly 3 times the compute of a single pod compared with the previous generation.
Oracle and Google announced at Oracle AI World that Google TPU will be offered through Oracle Cloud Infrastructure (OCI). Oracle says OCI is the first hyperscale cloud platform outside Google to offer Google TPU, with availability planned within the 2027 calendar year. OCI will handle power, cooling, and data center networking, supporting large model training, post-training (including dense and MoE models), as well as production inference for inference, agent, and long-context scenarios. The two
Oracle announced plans to offer Google TPU accelerators in its own public cloud; this is the first time Google has supplied chips to another hyperscale cloud provider, with deployment set to begin next year and gradually scale up. Oracle will also deploy Cerebras' wafer-scale accelerators and OpenAI's Jalapeño inference chips, and use OpenAI models to power new cloud services. The two sides are also launching AI Workspace, which lets ChatGPT perform tasks on users' behalf within Oracle applications, along with App Composer, AI Security Mesh, and the Oracle AI SMB Bundle for small businesses.
Oracle announced plans to offer Google TPU accelerators in its own public cloud; this is the first time Google has supplied chips to another hyperscale cloud provider, with deployment set to begin next year and gradually scale up. Oracle will also deploy Cerebras' wafer-scale accelerators and OpenAI's Jalapeño inference chips, and use OpenAI models to power new cloud services. The two sides are also launching AI Workspace, which lets ChatGPT perform tasks on users' behalf within Oracle applicati
At the Oracle AI World 2026 keynote, Oracle announced that it will bring Google's self-developed AI chip, Google TPU, into Oracle Cloud Infrastructure, and plans to begin offering Google TPU services in 2027. Oracle said it will provide supporting infrastructure such as power, cooling, and intra-data-center networking for large-scale deployments. The article also mentioned that Google Cloud last week open-sourced TorchTPU, which enables native PyTorch support for TPU.
Google Cloud revenue grew 103% year-over-year to $30.7 billion, while cloud business operating income more than tripled to $11.1 billion, driven mainly by demand for AI infrastructure. Google's model APIs currently process nearly 32 billion tokens per minute, more than 4 times the level a year ago, and the Gemini app has reached 1 billion users. TPU chip sales are making a substantive contribution to cloud growth; Oracle has begun offering TPUs, and OpenAI is reportedly also purchasing them, but Google expects most TPU revenue to materialize only by 2027; AI data center spending pushed free cash flow to a negative of more than $9 billion, wider than last quarter's $5.9 billion shortfall, while shared AI research costs rose 71% year-over-year to $7.7 billion.
Google Cloud revenue grew 103% year-over-year to $30.7 billion, while cloud business operating income more than tripled to $11.1 billion, driven mainly by demand for AI infrastructure. Google's model APIs currently process nearly 32 billion tokens per minute, more than 4 times the level a year ago, and the Gemini app has reached 1 billion users. TPU chip sales are making a substantive contribution to cloud growth; Oracle has begun offering TPUs, and OpenAI is reportedly also purchasing them, but
Alphabet reported third-quarter revenue up 25% year-over-year to $127.6 billion, with operating profit of $40.6 billion and an operating margin of 31.8%. Google Cloud revenue rose from $15.2 billion in the same period last year to $30.7 billion, with backlog reaching $561 billion; search and other advertising revenue grew 12% to $63.4 billion, slowing from 17% and 19% in the previous two quarters. The Gemini app surpassed 1 billion users, the first-party model API processes nearly 32 billion tokens per minute, and this quarter it launched Gemini 4 Argon and announced Gemini 4 Carbon.
Alphabet reported third-quarter revenue up 25% year-over-year to $127.6 billion, with operating profit of $40.6 billion and an operating margin of 31.8%. Google Cloud revenue rose from $15.2 billion in the same period last year to $30.7 billion, with backlog reaching $561 billion; search and other advertising revenue grew 12% to $63.4 billion, slowing from 17% and 19% in the previous two quarters. The Gemini app surpassed 1 billion users, the first-party model API processes nearly 32 billion tok
Alphabet's quarterly revenue was $127.6 billion, up 25% year-over-year, but earnings per share of $2.12 fell short of the expected approximately $3.01, and the stock fell more than 10% after hours. Chief Business Officer Philipp Schindler said that AI Mode's monetization capability per query is lower than traditional search, which is one of the reasons why search revenue growth slowed from 17% to 12%. Capital expenditures this quarter reached $51.4 billion, free cash flow was negative $9.1 billion, and Google Cloud revenue rose to $30.71 billion.
25% year-over-year, but earnings per share of $2.12 fell short of the expected approximately $3.01, and the stock fell more than 10% after hours. Chief Business Officer Philipp Schindler said that AI Mode's monetization capability per query is lower than traditional search, which is one of the reasons why search revenue growth slowed from 17% to 12%. Capital expenditures this quarter reached $51.4 billion, free cash flow was negative $9.1 billion, and Google Cloud revenue rose to $30.71 billion.
At Alphabet's Q3 earnings call, Google announced it would expand ads in AI Mode to international markets and launch multi-turn conversational ads. Alphabet's quarterly revenue was $127.6 billion, up 25% year over year, but search ad revenue growth slowed from 19% in Q1 and 17% in Q2 to 12%, and the stock fell 8% after the earnings report. Google says the click-through rate on sponsored product listings in AI Mode is now comparable to organic results, and the average AI Mode query is 3 times longer than traditional search.
At Alphabet's Q3 earnings call, Google announced it would expand ads in AI Mode to international markets and launch multi-turn conversational ads. Alphabet's quarterly revenue was $127.6 billion, up 25% year over year, but search ad revenue growth slowed from 19% in Q1 and 17% in Q2 to 12%, and the stock fell 8% after the earnings report. Google says the click-through rate on sponsored product listings in AI Mode is now comparable to organic results, and the average AI Mode query is 3 times long
The UK announced it will establish a national-level AI biosecurity laboratory, supported jointly by OpenAI, Anthropic and Google DeepMind, with the government investing £100 million for this purpose, while OpenAI and Anthropic will additionally provide AI model usage credits worth up to £200 million. The laboratory is officially described as the world's first institution dedicated to AI biosecurity; it will use AI to detect and monitor biosecurity threats and will cooperate with Google DeepMind and life sciences company Basecamp Research, though its specific functional structure has not yet been fully disclosed. This package of measures also includes an additional £120 million for the UK AI Safety Institute and an additional £23 million for the planned UK AI Economy Institute.
The UK announced it will establish a national-level AI biosecurity laboratory, supported jointly by OpenAI, Anthropic and Google DeepMind, with the government investing £100 million for this purpose, while OpenAI and Anthropic will additionally provide AI model usage credits worth up to £200 million. The laboratory is officially described as the world's first institution dedicated to AI biosecurity; it will use AI to detect and monitor biosecurity threats and will cooperate with Google DeepMind
The UK Cabinet Office announced that the UK will establish a national-level artificial intelligence biosecurity laboratory for detecting and monitoring biosecurity threats, jointly supported by OpenAI, Anthropic and Google DeepMind. The UK government will invest 100 million pounds for this purpose, and OpenAI and Anthropic will additionally provide AI model usage credits worth up to 200 million pounds; the laboratory will also cooperate with Google DeepMind and life sciences company Basecamp Research. The announcement also includes an additional 120 million pounds for the UK AI Safety Institute and an additional 23 million pounds for the UK AI Economy Institute under preparation.
the UK will establish a national-level artificial intelligence biosecurity laboratory for detecting and monitoring biosecurity threats, jointly supported by OpenAI, Anthropic and Google DeepMind. The UK government will invest 100 million pounds for this purpose, and OpenAI and Anthropic will additionally provide AI model usage credits worth up to 200 million pounds; the laboratory will also cooperate with Google DeepMind and life sciences company Basecamp Research. The announcement also include
Alex Heath relays Sundar Pichai's explanation for Demis Hassabis stepping down as head of DeepMind and Jeff Dean leaving Google. Pichai called it a natural evolution after the individuals' long-term commitment, and mentioned that Jeff Dean will go work on Discovery Loop; he said frontier model development has become high-intensity, large-scale work spanning data, compute, algorithms, and team management, while Hassabis wants to devote more time to safely advancing the frontier and using AGI to solve other problems, with AlphaFold and Isomorphic as examples of such applications.
Alex Heath relays Sundar Pichai's explanation for Demis Hassabis stepping down as head of DeepMind and Jeff Dean leaving Google. Pichai called it a natural evolution after the individuals' long-term commitment, and mentioned that Jeff Dean will go work on Discovery Loop; he said frontier model development has become high-intensity, large-scale work spanning data, compute, algorithms, and team management, while Hassabis wants to devote more time to safely advancing the frontier and using AGI to s
Google states that after users enable Personal Intelligence, services such as Search can process Gmail, Photos, and Drive data that they have granted access to for personalized content, including ads. Personal Intelligence is still opt-in, began rolling out in beta earlier this year, and can share data across apps such as Gmail, Photos, Search, and Drive within Gemini. Users can go to Personalization settings on their account's Data & privacy page and turn off personalized recommendations via Manage Personalized Recommendations.
Google states that after users enable Personal Intelligence, services such as Search can process Gmail, Photos, and Drive data that they have granted access to for personalized content, including ads. Personal Intelligence is still opt-in, began rolling out in beta earlier this year, and can share data across apps such as Gmail, Photos, Search, and Drive within Gemini. Users can go to Personalization settings on their account's Data & privacy page and turn off personalized recommendations via Ma