- Alphabet (GOOG) priced 25.5 million Class C shares at $351.80 as part of a major equity raise tied to AI spending. Approximately $35 billion will be sold underwriting, with up to $40 billion in ATMs planned. 1 2 3
- GOOG expects capital spending, primarily in technology infrastructure, to double year over year and approximately six times 2022 levels. Gemini processes 32,000 trillion tokens per month and has over 900 million monthly users. 4
- GOOG moves search to AI-driven answers, integrates Gemini into conversation results, introduces conversational ads within AI responses, and changes search formats and ad placements for traders. 5
- GOOG tests AI search controls. They will still appear in regular results even if the publisher opts out. The CMA requires clearer attribution and linking when publisher content appears in AI-generated answers. 6
- EU technology sovereignty rules prevent US companies, including Alphabet Inc. Class C (GOOG), from bidding on the most secure EU cloud contracts, favoring European hardware and software in sensitive bids. 7
- Alphabet (GOOG) has announced Gemma 4 12B, a new 12 billion parameter Google model, according to the company’s site. Notable model sizes and names are relevant for traders tracking AI-driven growth and product deployment. 8
- Alphabet Class C (GOOG) reported daily token processing of over 3 trillion tokens. The report does not specify the type of token or provide any operational or financial details related to traders. 9
