Ghana news briefing
Alphabet’s Gemini delay, spending worries loom over earnings
Alphabet faces heightened scrutiny from investors as a delay in the launch of a model key to its AI ambitions adds to worries over the payoff from massive data-centre spending, months after raising expectations with a blockbuster quarter for cloud sales.
The cloud business has benefited from growing deals for Google's custom AI chip business, including multi-billion-dollar agreements with Meta Platforms and Anthropic.
Analysts have said Google's advantage in the AI race lies in its ownership of a large consumer distribution network, on top of its AI models, cloud infrastructure and custom silicon.
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