Google will forgo cloud revenue to stay at AI's frontier
Alphabet CEO Sundar Pichai argues frontier models are non-negotiable even as capacity shortages, imperfect alignment, and overbuilding risk test how Google allocates scarce compute.
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Google forgoes Cloud revenue to keep frontier compute non-negotiable
Alphabet CEO Sundar Pichai gets into the Argon launch, how Google rations scarce compute between frontier research and Cloud, and where recursive self-improvement and safety stand.
Argon drew 25 trillion tokens in 72 hours; Google remains capacity-constrained
Sundar Pichai, Google's CEO, gets into Argon's safety-gated launch, how Google plans compute two years out, and where agents, Waymo and moonshots go next.