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#Sundar Pichai

AI

Gemini 3.5 Pro delay pushes Google launch to July

Gemini 3.5 Pro delay pushes Google's flagship coding model from June to July, raising fresh questions over its developer push.

By Asha Iyer
Enterprise

AI infrastructure spend hits $US765b capital test

AI infrastructure spending is pulling Alphabet, SpaceX and Oracle into fresh equity and debt as investors test a $US765b build-out.

By Soren Chau
AI

Gemini Spark makes Google’s AI agent a real product: always-on, paid, and live now

Gemini Spark, Google’s always-on AI agent, has moved from demo to paid live service. What does this launch mean for trust, privacy, and the reality of AI agents in 2026?

By Asha Iyer
AI

Google AI search backlash sends some users to DuckDuckGo

Google AI search backlash is lifting DuckDuckGo installs, suggesting users want more control as Google turns Search into an answer engine.

By Asha Iyer
AI

Google turns AI search into an ad business, not just a search feature

Google tests AI-generated ads in Search and AI Mode, signalling the company's AI overhaul is shifting from user acquisition to monetisation. The move represents a fundamental change in digital advertising economics as Google transitions from referral engine to answer engine.

By Asha Iyer
AI

Google turns startup SEO into a distribution problem

Google AI Search is squeezing startup SEO, pushing founders towards brand demand, direct traffic and pages AI answers cannot easily replace.

By Jules Hartman