Amazon and Google are winning the AI capex race — but what’s the prize?
In 2026, Amazon plans to spend $200 billion in capex. Google is just behind at $175 billion to $185 billion. It’s a lot of money! Image: Czapp Árpád / Pexels Source: TechCrunch
In 2026, Amazon plans to spend $200 billion in capex. Google is just behind at $175 billion to $185 billion. It’s a lot of money! Image: Czapp Árpád / Pexels Source: TechCrunch
“Finally.” That was my first reaction when I heard Google would combine Android and ChromeOS into a single operating system. Android has long struggled on tablets, and ChromeOS always felt like too much of a stripped-down alternative to tempt me away from Windows and Mac. So last week, it was exciting to see a leaked…
The stock prices of some major video game companies, including Take-Two Interactive, Roblox, and Unity, had notable declines on Friday, just a day after Google announced its Project Genie tool that lets users prompt AI to generate interactive experiences, Reuters reports. Take-Two’s stock price closed at $220.30 (down 7.93 percent from yesterday), Roblox’s closed at…
Alphabet CEO skipped an analyst’s question about Apple on the company’s earnings call. Image: Nick Fewings / Unsplash Source: TechCrunch
Introduction In the high-stakes world of tech earnings, what isn’t said often speaks louder than any revenue figure. This week, Alphabet Inc. executed a masterclass in strategic silence, deftly sidestepping direct questions about its monumental artificial intelligence partnership with Apple—a deal analysts whisper could be worth upwards of $20 billion annually. The conspicuous omission has…
Introduction In the high-stakes world of tech earnings, what isn’t said often speaks louder than any financial metric. This week, Alphabet, Google’s parent company, delivered a masterclass in strategic silence. When directly questioned about its landmark artificial intelligence partnership with Apple, CEO Sundar Pichai and his team deftly sidestepped, leaving analysts, investors, and the industry…
Introduction In the high-stakes world of tech earnings, what isn’t said often screams louder than any revenue figure. This week, Alphabet, Google’s parent company, delivered a masterclass in strategic silence. When directly questioned about its monumental artificial intelligence partnership with Apple, CEO Sundar Pichai and his team deftly sidestepped, leaving investors and analysts in a…
Introduction Wall Street delivered a swift and stark verdict on the future of game development. Within hours of Google unveiling a groundbreaking AI tool capable of generating interactive worlds from a simple prompt, the stock prices of major gaming firms tumbled, sparking a fierce debate about technological disruption versus market overreaction. This sudden sell-off reveals…
Introduction In a stark demonstration of Wall Street’s reactive nature, the video game sector experienced a significant sell-off this week. The trigger was not a poor earnings report or a failed launch, but a single announcement from a tech giant, sending a clear signal that the industry’s foundational tools may be on the verge of…
Introduction In a single day, the tectonic plates of the video game industry shifted. As Google unveiled its vision for AI-crafted worlds, Wall Street delivered a swift and brutal verdict. The stock prices of major gaming powerhouses tumbled, signaling a market suddenly grappling with a future where anyone could be a creator. This wasn’t just…