Google's I/O Was a Confident Show With One Awkward Gap
Sundar Pichai unveiled Gemini Spark, a $100 Ultra tier and an agentic overhaul of Search. The one thing missing, the flagship Gemini 3.5 Pro model, said more about Google's standing in the AI coding race than anything that did ship.
Read full story →China's Plan to Win the AI Race Without Beating Nvidia
A new strategic analysis argues Beijing has stopped trying to match American chips and is winning the part of the race that actually pays. A 2.4-million-core CPU-only supercomputer is the proof of concept, and 61 percent of one major API platform's token traffic is the receipt.
Read full story →Five Companies, $770 Billion, One Power Grid
Google, Amazon, Microsoft, Meta and Oracle are on track to spend $770 billion on AI infrastructure this year, nearly doubling last year's outlay. The constraint that decides whether the bet pays off is no longer capital. It is electricity and the public's willingness to provide it.
Read full story →