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Big Tech’s AI spend in 2026: following the money

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A chart-led look at Meta, Microsoft, Alphabet and Amazon's $650 billion commitment to AI and what that scale means for advertisers, cloud growth and future revenue models.

Google cuts 200 jobs in a core business unit

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The redundancies are in a department responsible for sales and partnerships and part of a broader cost-cutting move as Google invests $75 billion in AI and data centres.

ChatGPT search has officially launched

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The AI-powered search engine integrated into ChatGPT will directly threaten Google's dominant market share.

APAC ad spend growth cools as global market tops $1 trillion: WARC

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China's faltering economy and a strong US dollar create headwinds, while India emerges as the region's shining star.

US judge rules that Google acted illegally to monopolise online search

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A US judge has declared Google a "monopolist" in a landmark ruling, finding the tech giant guilty of illegally stifling competition in the online search and advertising market.

Alphabet beats Q2 earnings predictions

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The tech giant and parent of Google has beaten Q2 revenue and profit estimates driven by strong ad sales and its cloud unit, and says that its AI investments are “driving new growth.”

Earnings analysis: AI costs rack up at Alphabet, Amazon, Meta and Microsoft

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Big tech firms are on track to significantly increase capital expenditures this year as they invest in computing resources to power AI.

Google: ‘We’re not restructuring because AI is taking away roles’

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Chief business officer Philipp Schindler tells investors that growth in the company’s AI-powered ad products, a ‘bright spot’ in its Q4 performance, has not directly contributed to recent layoffs.

Google parent Alphabet’s profit surges in Q3 as ad spend ‘stabilizes’

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Executives said advertisers turned to Google’s AI-powered products in the quarter to drive ROI and efficiency

Tech platforms attribute recent growth spurts to AI-powered performance products

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Alphabet, Amazon and Meta turned more highly scrutinised marketing budgets to their advantage in Q2, by honing in on ease and efficiency, according to analysts.

YouTube returns to growth in Q2

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As Google recovers from an advertising retraction, CFO Ruth Porat has been handed a new role overseeing parent Alphabet’s experimental bets.

YouTube’s ad revenue decline continued into Q1

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Alphabet executives assured investors that ad spend has begun to stabilise across Google properties as revenue from its video streaming platform has now retracted for three consecutive quarters.

YouTube ad revenue declines as brands cut budgets

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Advertising revenues falter across Google properties in Q3 as tech giant feels pinch from tough economic climate.

YouTube’s ad deceleration gathers pace

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Alphabet CEO outlines ‘sharpened focus’ on AI and cloud as its video streaming platform posts just 5% ad revenue growth — a monumental decline from its 84% growth rate one year ago.

Google ad revenue crosses $50 billion in Q2

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Parent company Alphabet sees a strong rebound from pandemic constraints, with revenue up 62% and operating income up 31%.

Google ads and cloud send Alphabet profit skyrocketing to $15.7 billion in Q4

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A couple of quarters after the Covid-19 pandemic hit its financial performance, Google's parent company has recorded a 69% jump in operating income and 23% lift in revenue year-on-year.

Alphabet profit skyrockets as advertisers flock to YouTube

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Brand advertising on YouTube rebounded in the third quarter of 2020, contributing to an enormous profit for its parent company.

Ad revenue crumples, but YouTube shines in Q1 for Google's parent company, Alphabet

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At-home consumers bolster YouTube, Google Cloud, but CFO warns Q2 will be difficult for the advertising business.

Alphabet reveals YouTube ad revenue for first time

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Alphabet breaks down its revenue to demonstrate how YouTube and Cloud fare under Sundar Pichai’s first report as CEO.

Google founders step back... but remain in control

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Larry Page and Sergey Brin have a stellar track record in accumulating wealth and power while trying to avoid accountability.

Google ad revenues up despite net income dip

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Mobile and YouTube showed the highest rates of growth.

Google reports $10.4 billion profit in Q2

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The search giant continues to report colossal profits in the face of increased regulatory scrutiny.

Google ad revenue growth slows amid price 'headwinds'

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Internet's dominant company is not growing traffic volumes to make up for downward ad prices.