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Google said it is scaling ads within its AI-powered Search 'AI Mode' to more users and queries and is expanding those ad formats into international markets, while also rolling out multi-turn ads and expanding AI Mode in the U.S. The company reported that early results show comparable click-through rates for sponsored product listings in AI Mode versus organic listings amid slowing core Search ad growth.
Google DeepMind announced Gemini 4 Carbon, a new 'frontier' model in the Gemini 4 family designed for long-horizon agentic workflows and improved cybersecurity capabilities. DeepMind reports Carbon ranks #1 on the Artificial Analysis Intelligence Index v5.0 (59) and posts leading benchmark results (SEC-bench Pro 88.2%, ExploitGym 54.8%, CWE-bench 71.0%), will be rolled out first to a subset of cyber defenders via its Fairwind Program while participating in U.S. government voluntary pre-release testing, and is priced at $2 per million input tokens and $10 per million output tokens (cached input tokens at a 95% discount).
Apollo Global Management chief economist Torsten Slok published a note arguing that among the S&P 493 (the S&P 500 excluding Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia and Tesla) profit margins and revenue per worker remain flat, with no evidence that AI is improving productivity or driving higher revenue and margins for non-tech firms.
Goldman Sachs, via strategist Ryan Hammond cited by Bloomberg, estimates Amazon, Alphabet, Microsoft, Oracle and Meta will spend a combined $1.2 trillion on AI infrastructure in 2027—about 50% above this year's roughly $800 billion and above Wall Street consensus of $1.1 trillion. Goldman warns growth will slow after 2026, that companies may need roughly $300 billion a year in AI revenue to justify the outlays, that current spending already exceeds operating cashflow (implying more debt financing), and that bottlenecks in power, labor and memory chips could constrain the buildout.
Anthropic CEO Dario Amodei published an open letter calling to 'pace the frontier' and slow AI development, drawing support from OpenAI's Sam Altman, Elon Musk, and tentative backing from Alphabet's Demis Hassabis. Donald Trump and House Speaker Mike Johnson publicly said the AI industry is overreacting to those calls.
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