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Reddit may cut Google off from its content, and it isn’t the only one

For twenty years, the deal between Google and the web was simple. Publishers let Google crawl their pages. Google sent readers back in return. That bargain is breaking. Reddit is the latest, and loudest, sign. Its shares fell about 9% on Wednesday after the Wall Street Journal reported that the company has discussed cutting off […]

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Alphabet locked in $811 billion of future spending on AI infrastructure. The number jumped $500 billion in one quarter.

Alphabet had $811 billion in contracted future spending commitments at the end of June, up nearly $500 billion from just three months earlier. The figure, disclosed separately from capital expenditure in a quarterly filing, represents purchases Google has already committed to under supply agreements and open purchase orders. Roughly $200.7 billion of the total is […]

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Inside the data centres powering AI: gold racks, demented noise, and 40 diesel generators

AI can seem like magic, a voice from a phone, an answer from nowhere. Step inside the buildings that make it, and the magic evaporates. What is left is noise, heat, metal, and an enormous appetite for power. Axios’s Amy Harder toured a test server hall run by Digital Realty in Ashburn, Virginia, the heart […]

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Google’s Gemini delay exposes a deeper problem: employee morale

Google is losing a race it once led, and the problem may be its own people. Six current and former DeepMind employees told Axios that low morale is slowing the lab’s model releases, Axios reported. The immediate symptom is Gemini 3.5 Pro. Google’s most powerful model is months behind, according to Bloomberg. Google did ship […]

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Mark Zuckerberg launches an AI-optimism campaign, and a jab at the doomers

The AI industry has a mood problem, and Mark Zuckerberg thinks he can sell the cure. On Thursday, Meta’s chief executive posted a sunny vision of the AI future, and wrapped it in a marketing campaign. In a Facebook post, Zuckerberg said Meta “has always believed in giving people the power to share, connect, and […]

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Musk thanks Micron for chips, and builds a $55bn fab to replace it

Memory chips are the oil of the AI boom, and right now they are hard to get. So when Elon Musk used Tesla’s quarterly call to publicly thank Micron, it was worth noticing. Suppliers rarely get shout-outs. Scarce ones do. Micron recently gave Tesla a “significant allocation” of memory on “reasonable terms,” Musk said, according […]

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Jensen Huang calls the AI jobs panic ‘complete nonsense’, and takes aim at his peers

Jensen Huang has heard the warnings. He is not buying them. The Nvidia chief runs the world’s most valuable company on the back of the AI boom. So when he calls the darkest predictions about that boom “complete nonsense,” it is worth asking whether he is right, or just talking his book. In a wide-ranging […]

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Apple is overhauling every Mac, and finally adding a touchscreen

Apple spent years insisting the Mac would never get a touchscreen. That is about to change. The company is planning an overhaul of its entire Mac line, and the most striking new model is a MacBook you can prod with a finger. The refresh spans this autumn and next year, and covers roughly 11 machines, […]

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OpenAI plans a $30bn Georgia data centre, and a charm offensive to match

Building a data centre used to be a quiet affair. Not any more. OpenAI’s plan for a giant new site in Georgia arrives with a charm offensive attached, because the industry has learned that the hard part is no longer the concrete. It is the neighbours. The company will spend tens of billions of dollars […]

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