Google and Microsoft differ on the profitability of AI agents

Alphabet CEO Sundar Pichai announced that Google will roll out AI agents to consumers later this year, starting with the Gemini app and one billion users. On the same evening, Microsoft CEO Satya Nadella confirmed that the Copilot business model is expanding from per-seat subscriptions to consumption-based billing, while Google is betting on advertising opportunities.
Alphabet reports revenue miss and negative free cash flow

Alphabet reported third-quarter revenue of $127.6 billion, missing analysts’ estimates of $128.2 billion, alongside a negative free cash flow of $9.07 billion. Chief Financial Officer Anat Ashkenazi confirmed that AI-related capital expenditures will increase significantly in 2027 while maintaining the 2026 outlook.
Chrome adds smart autofill from Gmail

Google has rolled out an AI-enhanced autofill feature in the Chrome browser, allowing it to suggest information extracted directly from the user’s Gmail messages when filling out online forms. Supported data includes flight confirmation numbers, package tracking details, membership IDs, and addresses, and the feature works optionally with sensitive data encryption.
Google opens connected apps platform to external developers

Google has unveiled the Connected Apps platform, a new software ecosystem that allows third-party developers to submit their apps for integration into the Gemini assistant and, later, Google Search. The developer preview is launching in the United States via a waitlist, relying on cloud Model Context Protocol servers and Android system APIs.
OpenAI reportedly considers purchasing Google chips directly

The Information reported, as cited by Reuters, that OpenAI is exploring the possibility of directly purchasing Google-designed artificial intelligence processors known as tensor processing units. This potential move aims to diversify computing hardware sources after OpenAI had previously only rented these processors via cloud services since June 2025.
US Energy Department proposes multibillion-dollar loans to modernize nuclear reactors

The U.S. Department of Energy announced preliminary backing for up to $5 billion in loans to expand electricity generation at existing nuclear power plants operated by Constellation Energy. The plan covers eight nuclear facilities and the modernization of 11 existing reactors to add about 1.1 gigawatts of generation capacity, a significant portion of which has been contracted by Google, Amazon, and Meta.
Google monopoly ruling: Mandatory data sharing but no corporate breakup

In a landmark decision representing a mixed outcome for both Google and the U.S. government, a federal judge has ruled that Google must share some of its search data with competitors, but rejected harsher calls to break up the company by selling off the Chrome browser.
A victory for phone giants: Court allows Google to keep paying billions to Apple and Samsung

In a historic antitrust ruling in the case against Google, a decision was handed down in favor of mobile phone manufacturers such as Apple and Samsung. The judge ruled that Google can continue paying them massive sums to remain the default search engine, rejecting one of the US government’s most important demands.
The economic AI war: Google launches Gemini AI Plus to challenge ChatGPT Go

In a direct move to capture the affordable AI market, Google has unveiled its new subscription plan, Gemini AI Plus, sparking a price war with OpenAI’s ChatGPT Go. What does this new plan offer, and how will it change the rules of the game for users worldwide?
Legal paradox: how OpenAI saved its rival Google from breakup

In a stunning turn of events, a federal judge has decided not to break up Google’s search monopoly, and the reason is the emergence of a new competitor. Who is this competitor? OpenAI. Here is how the artificial intelligence revolution unexpectedly saved the tech giant.