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Google 告诉美国中小学：想关掉 AI，就得连搜索一起关。
Google 本周宣布，明年起学生账号的 AI 工具默认关闭、由学校决定开不开，但搜索也算在 AI 里。
当天挨骂后，Google 补充说可以只开搜索。可搜索顶上那段 AI 摘要照样关不掉，跟我们平时用的一样。
美国学校里约有 5000 万台 Chromebook，【搜索框就是 AI 最稳的入口】，Google 不会让。
DuckDuckGo 的 CEO 趁机在 X 上贴教程，教学校换掉默认搜索。
AI 摘要该给一个关闭键，还是默认开着就行？
#Google $GOOGL
Google 告诉美国中小学：想关掉 AI，就得连搜索一起关。
Google 本周宣布，明年起学生账号的 AI 工具默认关闭、由学校决定开不开，但搜索也算在 AI 里。
当天挨骂后，Google 补充说可以只开搜索。可搜索顶上那段 AI 摘要照样关不掉，跟我们平时用的一样。
美国学校里约有 5000 万台 Chromebook，【搜索框就是 AI 最稳的入口】，Google 不会让。
DuckDuckGo 的 CEO 趁机在 X 上贴教程，教学校换掉默认搜索。
AI 摘要该给一个关闭键，还是默认开着就行？
#Google $GOOGL
Google 本周宣布，明年起学生账号的 AI 工具默认关闭、由学校决定开不开，但搜索也算在 AI 里。
当天挨骂后，Google 补充说可以只开搜索。可搜索顶上那段 AI 摘要照样关不掉，跟我们平时用的一样。
美国学校里约有 5000 万台 Chromebook，【搜索框就是 AI 最稳的入口】，Google 不会让。
DuckDuckGo 的 CEO 趁机在 X 上贴教程，教学校换掉默认搜索。
AI 摘要该给一个关闭键，还是默认开着就行？
#Google $GOOGL
2k
🚨 Google Could Take a Stake in TeraWulf’s $19 Billion AI Project if Anthropic Defaults!
A major development is emerging in the AI and crypto mining industry. Google reportedly has the option to acquire a stake in TeraWulf’s massive $19 billion AI data-center project if Anthropic fails to meet its rental payment obligations.
The agreement includes an unusual provision that could give Google a bigger role in one of the largest AI infrastructure projects.
🔥 Why does this matter?
- Google could gain a strategic position in a massive AI infrastructure project.
- TeraWulf is expanding beyond traditional Bitcoin mining into AI data centers.
- Anthropic’s financial obligations could become a key factor in the deal.
- The agreement highlights the growing connection between AI, cloud computing, and crypto mining infrastructure.
📊 AI infrastructure is becoming a major battleground for tech giants.
The big question is: Could this deal create another major opportunity for Google in the AI race?
#Bitcoin #BTC #Google #TeraWulf #Anthropic #AI #CryptoNews #Binance #Blockchain
🚨 Google Could Take a Stake in TeraWulf’s $19 Billion AI Project if Anthropic Defaults!
A major development is emerging in the AI and crypto mining industry. Google reportedly has the option to acquire a stake in TeraWulf’s massive $19 billion AI data-center project if Anthropic fails to meet its rental payment obligations.
The agreement includes an unusual provision that could give Google a bigger role in one of the largest AI infrastructure projects.
🔥 Why does this matter?
- Google could gain a strategic position in a massive AI infrastructure project.
- TeraWulf is expanding beyond traditional Bitcoin mining into AI data centers.
- Anthropic’s financial obligations could become a key factor in the deal.
- The agreement highlights the growing connection between AI, cloud computing, and crypto mining infrastructure.
📊 AI infrastructure is becoming a major battleground for tech giants.
The big question is: Could this deal create another major opportunity for Google in the AI race?
#Bitcoin #BTC #Google #TeraWulf #Anthropic #AI #CryptoNews #Binance #Blockchain
A major development is emerging in the AI and crypto mining industry. Google reportedly has the option to acquire a stake in TeraWulf’s massive $19 billion AI data-center project if Anthropic fails to meet its rental payment obligations.
The agreement includes an unusual provision that could give Google a bigger role in one of the largest AI infrastructure projects.
🔥 Why does this matter?
- Google could gain a strategic position in a massive AI infrastructure project.
- TeraWulf is expanding beyond traditional Bitcoin mining into AI data centers.
- Anthropic’s financial obligations could become a key factor in the deal.
- The agreement highlights the growing connection between AI, cloud computing, and crypto mining infrastructure.
📊 AI infrastructure is becoming a major battleground for tech giants.
The big question is: Could this deal create another major opportunity for Google in the AI race?
#Bitcoin #BTC #Google #TeraWulf #Anthropic #AI #CryptoNews #Binance #Blockchain
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Проверено
El comodín de los gigantes
#Google se perfila como copropietario oculto del megaproyecto de #IA de la minera #TeraWulf
Un contrato colosal de 20 años
Google respaldará un acuerdo de arrendamiento por 19.000 millones de dólares y 401 megavatios de capacidad informática en Kentucky, desarrollado por la minera de #bitcoin TeraWulf para la firma de inteligencia artificial #Anthropic
El plan de rescate y la jugada de Google: Si Anthropic incumple sus pagos o se declara insolvente, Google tiene el poder de intervenir asumiendo el contrato o pagando una penalización por rescisión para adquirir una participación directa en Raylan Data, la filial de TeraWulf que gestiona el proyecto.
Participación proporcional: El tamaño de la tajada de Google en la filial dependerá de dicha penalización (por ejemplo, una indemnización del 30% sobre el coste total de construcción del centro de datos equivaldrá a una participación del 30% en la empresa).
De Bitcoin a la IA: Este movimiento histórico consolida la transición de TeraWulf, una compañía nativa de la minería cripto que está migrando masivamente su modelo de negocio hacia el suministro de energía e infraestructura para el ecosistema de la inteligencia artificial.
Letra pequeña y plazos: Las obligaciones de Google solo se activan a medida que se entreguen las salas de datos (con entregas previstas hasta el segundo trimestre de 2028). Además, la cobertura de Google terminará anticipadamente si Anthropic alcanza una calificación crediticia de grado de inversión durante al menos tres meses, y cualquier participación potencial afectará exclusivamente a la filial del proyecto, no a las acciones públicas de TeraWulf.
$GOOGLB
{spot}(GOOGLBUSDT)
$BTC
{spot}(BTCUSDT)
$ANTHROPIC
{future}(ANTHROPICUSDT)
El comodín de los gigantes
#Google se perfila como copropietario oculto del megaproyecto de #IA de la minera #TeraWulf
Un contrato colosal de 20 años
Google respaldará un acuerdo de arrendamiento por 19.000 millones de dólares y 401 megavatios de capacidad informática en Kentucky, desarrollado por la minera de #bitcoin TeraWulf para la firma de inteligencia artificial #Anthropic
El plan de rescate y la jugada de Google: Si Anthropic incumple sus pagos o se declara insolvente, Google tiene el poder de intervenir asumiendo el contrato o pagando una penalización por rescisión para adquirir una participación directa en Raylan Data, la filial de TeraWulf que gestiona el proyecto.
Participación proporcional: El tamaño de la tajada de Google en la filial dependerá de dicha penalización (por ejemplo, una indemnización del 30% sobre el coste total de construcción del centro de datos equivaldrá a una participación del 30% en la empresa).
De Bitcoin a la IA: Este movimiento histórico consolida la transición de TeraWulf, una compañía nativa de la minería cripto que está migrando masivamente su modelo de negocio hacia el suministro de energía e infraestructura para el ecosistema de la inteligencia artificial.
Letra pequeña y plazos: Las obligaciones de Google solo se activan a medida que se entreguen las salas de datos (con entregas previstas hasta el segundo trimestre de 2028). Además, la cobertura de Google terminará anticipadamente si Anthropic alcanza una calificación crediticia de grado de inversión durante al menos tres meses, y cualquier participación potencial afectará exclusivamente a la filial del proyecto, no a las acciones públicas de TeraWulf.
$GOOGLB
$BTC
$ANTHROPIC
#Google se perfila como copropietario oculto del megaproyecto de #IA de la minera #TeraWulf
Un contrato colosal de 20 años
Google respaldará un acuerdo de arrendamiento por 19.000 millones de dólares y 401 megavatios de capacidad informática en Kentucky, desarrollado por la minera de #bitcoin TeraWulf para la firma de inteligencia artificial #Anthropic
El plan de rescate y la jugada de Google: Si Anthropic incumple sus pagos o se declara insolvente, Google tiene el poder de intervenir asumiendo el contrato o pagando una penalización por rescisión para adquirir una participación directa en Raylan Data, la filial de TeraWulf que gestiona el proyecto.
Participación proporcional: El tamaño de la tajada de Google en la filial dependerá de dicha penalización (por ejemplo, una indemnización del 30% sobre el coste total de construcción del centro de datos equivaldrá a una participación del 30% en la empresa).
De Bitcoin a la IA: Este movimiento histórico consolida la transición de TeraWulf, una compañía nativa de la minería cripto que está migrando masivamente su modelo de negocio hacia el suministro de energía e infraestructura para el ecosistema de la inteligencia artificial.
Letra pequeña y plazos: Las obligaciones de Google solo se activan a medida que se entreguen las salas de datos (con entregas previstas hasta el segundo trimestre de 2028). Además, la cobertura de Google terminará anticipadamente si Anthropic alcanza una calificación crediticia de grado de inversión durante al menos tres meses, y cualquier participación potencial afectará exclusivamente a la filial del proyecto, no a las acciones públicas de TeraWulf.
$GOOGLB
$BTC
$ANTHROPIC
3
625
Google đang "bắt nạt" các trường học để chấp nhận AI của mình, một chiến lược cực kỳ táo bạo!
Từ 2027, Gemini và Google Search sẽ mặc định "tắt" cho tài khoản học sinh K-12. Nghe có vẻ tốt, nhưng nếu trường học từ chối AI hoàn toàn, họ cũng mất quyền truy cập Google Search cơ bản.
Đây là một động thái thông minh nhưng đầy áp lực. Google nói AI và Search đã quá "hoà nhập", không thể tách rời. Thực tế là nó buộc các trường phải chọn: hoặc dùng AI của Google, hoặc tìm nhà cung cấp khác cho công cụ tìm kiếm thiết yếu.
Dù lo ngại AI có thể khuyến khích gian lận và làm suy yếu tư duy phản biện, Google vẫn đẩy mạnh tích hợp. Điều này cho thấy các ông lớn công nghệ sẽ không ngừng thúc đẩy AI, định hình cách thế hệ tương lai học và làm việc.
Liệu chiến lược này của Google có đẩy nhanh làn sóng AI hóa toàn cầu, hay sẽ tạo cơ hội cho các giải pháp phi tập trung hơn trong tương lai?
#AI
#Google
Google đang "bắt nạt" các trường học để chấp nhận AI của mình, một chiến lược cực kỳ táo bạo!
Từ 2027, Gemini và Google Search sẽ mặc định "tắt" cho tài khoản học sinh K-12. Nghe có vẻ tốt, nhưng nếu trường học từ chối AI hoàn toàn, họ cũng mất quyền truy cập Google Search cơ bản.
Đây là một động thái thông minh nhưng đầy áp lực. Google nói AI và Search đã quá "hoà nhập", không thể tách rời. Thực tế là nó buộc các trường phải chọn: hoặc dùng AI của Google, hoặc tìm nhà cung cấp khác cho công cụ tìm kiếm thiết yếu.
Dù lo ngại AI có thể khuyến khích gian lận và làm suy yếu tư duy phản biện, Google vẫn đẩy mạnh tích hợp. Điều này cho thấy các ông lớn công nghệ sẽ không ngừng thúc đẩy AI, định hình cách thế hệ tương lai học và làm việc.
Liệu chiến lược này của Google có đẩy nhanh làn sóng AI hóa toàn cầu, hay sẽ tạo cơ hội cho các giải pháp phi tập trung hơn trong tương lai?
#AI
#Google
Từ 2027, Gemini và Google Search sẽ mặc định "tắt" cho tài khoản học sinh K-12. Nghe có vẻ tốt, nhưng nếu trường học từ chối AI hoàn toàn, họ cũng mất quyền truy cập Google Search cơ bản.
Đây là một động thái thông minh nhưng đầy áp lực. Google nói AI và Search đã quá "hoà nhập", không thể tách rời. Thực tế là nó buộc các trường phải chọn: hoặc dùng AI của Google, hoặc tìm nhà cung cấp khác cho công cụ tìm kiếm thiết yếu.
Dù lo ngại AI có thể khuyến khích gian lận và làm suy yếu tư duy phản biện, Google vẫn đẩy mạnh tích hợp. Điều này cho thấy các ông lớn công nghệ sẽ không ngừng thúc đẩy AI, định hình cách thế hệ tương lai học và làm việc.
Liệu chiến lược này của Google có đẩy nhanh làn sóng AI hóa toàn cầu, hay sẽ tạo cơ hội cho các giải pháp phi tập trung hơn trong tương lai?
#AI
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Google創辦人也看走眼：我當年根本沒注意AI
你以為站在科技最前面的人，就一定不會看走眼嗎？Google共同創辦人Sergey Brin在2017年達沃斯訪談裡，先叫大家別太相信他的答案，接著講了自己忽略AI的經驗。
01｜計畫就在身邊，他卻沒在注意
那時他帶領Google X，裡面有個後來叫Google Brain的AI計畫。他很直接地承認：老實說，自己當時完全沒有注意它。
02｜過去的訓練，影響了他的判斷
他在九○年代接受電腦科學訓練，當時的經驗讓人覺得AI行不通。神經網路有人試過，卻沒有做出預期成果。面對同事的進展，他也沒有立刻看見那背後的可能性。
03｜幾年後，它已進到核心業務
時間往前走，Brain逐漸參與搜尋、照片、廣告等主要專案。他說，深度神經網路帶來的變化非常深遠，連一直坐在現場的他，都感到驚訝。
04｜承認驚訝，也承認預測有限
他沒有接著給出一個確定答案，而是說，大家還不知道這些技術的極限，精確預測也不可能。這是2017年的原話，保留的是他回頭看自己判斷時的坦白。
你現在覺得不可能的東西，有沒有一項，其實只是過去的經驗讓你不相信？
#Google #SergeyBrin #創業 #AI #人物訪談
玉米的投資心得
這段讓我想到的，是加密投資最容易混在一起的兩件事：看懂新技術，跟判斷一個代幣值不值得投資，根本不是同一題。
我會分開看技術進展、代幣實際用途，以及哪些新證據會推翻原本的判斷。以前看錯，不是現在追價的理由；以前失敗，也不是永遠否定新東西的理由。
本内容可能产生币安创作者奖励或交易佣金，奖励并不保证。
AI輔助整理與排版。人物原話取自2017年世界經濟論壇公開訪談；投資心得為玉米的延伸解讀，非受訪者的加密投資建議。
Google創辦人也看走眼：我當年根本沒注意AI
你以為站在科技最前面的人，就一定不會看走眼嗎？Google共同創辦人Sergey Brin在2017年達沃斯訪談裡，先叫大家別太相信他的答案，接著講了自己忽略AI的經驗。
01｜計畫就在身邊，他卻沒在注意
那時他帶領Google X，裡面有個後來叫Google Brain的AI計畫。他很直接地承認：老實說，自己當時完全沒有注意它。
02｜過去的訓練，影響了他的判斷
他在九○年代接受電腦科學訓練，當時的經驗讓人覺得AI行不通。神經網路有人試過，卻沒有做出預期成果。面對同事的進展，他也沒有立刻看見那背後的可能性。
03｜幾年後，它已進到核心業務
時間往前走，Brain逐漸參與搜尋、照片、廣告等主要專案。他說，深度神經網路帶來的變化非常深遠，連一直坐在現場的他，都感到驚訝。
04｜承認驚訝，也承認預測有限
他沒有接著給出一個確定答案，而是說，大家還不知道這些技術的極限，精確預測也不可能。這是2017年的原話，保留的是他回頭看自己判斷時的坦白。
你現在覺得不可能的東西，有沒有一項，其實只是過去的經驗讓你不相信？
#Google #SergeyBrin #創業 #AI #人物訪談
玉米的投資心得
這段讓我想到的，是加密投資最容易混在一起的兩件事：看懂新技術，跟判斷一個代幣值不值得投資，根本不是同一題。
我會分開看技術進展、代幣實際用途，以及哪些新證據會推翻原本的判斷。以前看錯，不是現在追價的理由；以前失敗，也不是永遠否定新東西的理由。
本内容可能产生币安创作者奖励或交易佣金，奖励并不保证。
AI輔助整理與排版。人物原話取自2017年世界經濟論壇公開訪談；投資心得為玉米的延伸解讀，非受訪者的加密投資建議。
你以為站在科技最前面的人，就一定不會看走眼嗎？Google共同創辦人Sergey Brin在2017年達沃斯訪談裡，先叫大家別太相信他的答案，接著講了自己忽略AI的經驗。
01｜計畫就在身邊，他卻沒在注意
那時他帶領Google X，裡面有個後來叫Google Brain的AI計畫。他很直接地承認：老實說，自己當時完全沒有注意它。
02｜過去的訓練，影響了他的判斷
他在九○年代接受電腦科學訓練，當時的經驗讓人覺得AI行不通。神經網路有人試過，卻沒有做出預期成果。面對同事的進展，他也沒有立刻看見那背後的可能性。
03｜幾年後，它已進到核心業務
時間往前走，Brain逐漸參與搜尋、照片、廣告等主要專案。他說，深度神經網路帶來的變化非常深遠，連一直坐在現場的他，都感到驚訝。
04｜承認驚訝，也承認預測有限
他沒有接著給出一個確定答案，而是說，大家還不知道這些技術的極限，精確預測也不可能。這是2017年的原話，保留的是他回頭看自己判斷時的坦白。
你現在覺得不可能的東西，有沒有一項，其實只是過去的經驗讓你不相信？
#Google #SergeyBrin #創業 #AI #人物訪談
玉米的投資心得
這段讓我想到的，是加密投資最容易混在一起的兩件事：看懂新技術，跟判斷一個代幣值不值得投資，根本不是同一題。
我會分開看技術進展、代幣實際用途，以及哪些新證據會推翻原本的判斷。以前看錯，不是現在追價的理由；以前失敗，也不是永遠否定新東西的理由。
本内容可能产生币安创作者奖励或交易佣金，奖励并不保证。
AI輔助整理與排版。人物原話取自2017年世界經濟論壇公開訪談；投資心得為玉米的延伸解讀，非受訪者的加密投資建議。
GOOGUS-1,86%
77
Проверено
Google just had its worst day ever. Down 13% on Friday. And I think it's one of the best dip-buying setups of the year, because Buffett's buying too😁😁
$GOOGL is now Berkshire's 3rd-biggest holding, behind only Apple and AmEx. About $37.7B worth. Buffett hadn't been a net buyer in 14 straight quarters. This time, he went all in on Google.
Here's what most people are missing👇
1.Search isn't dead. Everyone's been saying AI would kill it. Q3 search ad revenue was up 12% year over year anyway.
2.AI is already paying the bills. Google Cloud did $30.7B in Q3, up 103%, with about $11.1B in operating profit, and some of that came from selling its own AI chips. Models, chips, cloud: Google owns the whole stack. If a company needs compute, a model or an app, Google can sell it all.
3.The user base is insane. Gemini has 1B+ monthly users. Get even a small slice of them paying for a subscription and that's a whole new revenue stream. Revenue's going up and costs are coming down, so margins have room to run #Google #Buffett #EarningsSeason
Google just had its worst day ever. Down 13% on Friday. And I think it's one of the best dip-buying setups of the year, because Buffett's buying too😁😁
$GOOGL is now Berkshire's 3rd-biggest holding, behind only Apple and AmEx. About $37.7B worth. Buffett hadn't been a net buyer in 14 straight quarters. This time, he went all in on Google.
Here's what most people are missing👇
1.Search isn't dead. Everyone's been saying AI would kill it. Q3 search ad revenue was up 12% year over year anyway.
2.AI is already paying the bills. Google Cloud did $30.7B in Q3, up 103%, with about $11.1B in operating profit, and some of that came from selling its own AI chips. Models, chips, cloud: Google owns the whole stack. If a company needs compute, a model or an app, Google can sell it all.
3.The user base is insane. Gemini has 1B+ monthly users. Get even a small slice of them paying for a subscription and that's a whole new revenue stream. Revenue's going up and costs are coming down, so margins have room to run #Google #Buffett #EarningsSeason
$GOOGL is now Berkshire's 3rd-biggest holding, behind only Apple and AmEx. About $37.7B worth. Buffett hadn't been a net buyer in 14 straight quarters. This time, he went all in on Google.
Here's what most people are missing👇
1.Search isn't dead. Everyone's been saying AI would kill it. Q3 search ad revenue was up 12% year over year anyway.
2.AI is already paying the bills. Google Cloud did $30.7B in Q3, up 103%, with about $11.1B in operating profit, and some of that came from selling its own AI chips. Models, chips, cloud: Google owns the whole stack. If a company needs compute, a model or an app, Google can sell it all.
3.The user base is insane. Gemini has 1B+ monthly users. Get even a small slice of them paying for a subscription and that's a whole new revenue stream. Revenue's going up and costs are coming down, so margins have room to run #Google #Buffett #EarningsSeason
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4
3.7k
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Падение
$GOOGL KEEP SHORTING GOOGLE
It's remains bearish as long as the price stays below 282 - 284 resistance block
Current price action shows weak consolidation around 279-280, indicating lack of buying pressure
$GOOGL SHORT SETUP
· Entry Short: 281 - 282 (wait for pullback)
· Stop Loss: above 284
· Take Profit:
· TP1: 278
· TP2: 275
· TP3: 270
Support me just Trade here👇$GOOGL
{future}(GOOGLUSDT)
#GOOGL #google
$GOOGL KEEP SHORTING GOOGLE
It's remains bearish as long as the price stays below 282 - 284 resistance block
Current price action shows weak consolidation around 279-280, indicating lack of buying pressure
$GOOGL SHORT SETUP
· Entry Short: 281 - 282 (wait for pullback)
· Stop Loss: above 284
· Take Profit:
· TP1: 278
· TP2: 275
· TP3: 270
Support me just Trade here👇$GOOGL
#GOOGL #google
It's remains bearish as long as the price stays below 282 - 284 resistance block
Current price action shows weak consolidation around 279-280, indicating lack of buying pressure
$GOOGL SHORT SETUP
· Entry Short: 281 - 282 (wait for pullback)
· Stop Loss: above 284
· Take Profit:
· TP1: 278
· TP2: 275
· TP3: 270
Support me just Trade here👇$GOOGL
#GOOGL #google
GOOGL-2,37%
GOOGUS-1,86%
1
184
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🚨 BUY THE DIP? 👀📉
$GOOGLB is looking interesting at these levels!
A dip could be an opportunity, but is this the right time to make a move?
Would you put $1M on $GOOGLB right now? 💰🔥
#GOOGLB #Google #crypto #BinanceSquare #trading #BuyTheDip
{spot}(GOOGLBUSDT)
🚨 BUY THE DIP? 👀📉
$GOOGLB is looking interesting at these levels!
A dip could be an opportunity, but is this the right time to make a move?
Would you put $1M on $GOOGLB right now? 💰🔥
#GOOGLB #Google #crypto #BinanceSquare #trading #BuyTheDip
$GOOGLB is looking interesting at these levels!
A dip could be an opportunity, but is this the right time to make a move?
Would you put $1M on $GOOGLB right now? 💰🔥
#GOOGLB #Google #crypto #BinanceSquare #trading #BuyTheDip
131
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Рост
Tengo un pequeño long en $GOOGL Pero el mercado de las acciones están un poco bajista, si me llega a 270 dólares, hago una Recompra en $GOOGLB
No es recomendación financiera, hagan su propia investigación DYOR.
Operación personal.
#CRIPTOMONEDASYACCIONES #Google #acciones #mercado #BinanceSquare
Tengo un pequeño long en $GOOGL Pero el mercado de las acciones están un poco bajista, si me llega a 270 dólares, hago una Recompra en $GOOGLB
No es recomendación financiera, hagan su propia investigación DYOR.
Operación personal.
#CRIPTOMONEDASYACCIONES #Google #acciones #mercado #BinanceSquare
No es recomendación financiera, hagan su propia investigación DYOR.
Operación personal.
#CRIPTOMONEDASYACCIONES #Google #acciones #mercado #BinanceSquare
3
455
·
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Проверено
Статья
Alphabet just lost $500B in a day. Here’s what actually happenedAlphabet ($GOOGL) just had one of its ugliest days ever. More than $500 billion in market cap gone, and the big indexes went down with it.
The earnings were the trigger. Revenue grew 25% to $127.6 billion, which is strong, but EPS missed consensus by a lot. A miss like that on the bottom line usually means institutions sell now and read the call later.
Search is what people are actually nervous about. Growth in core Search came in slower than expected, and the fear is that AI answers are cannibalizing ad revenue. Search also dropped below 50% of total revenue for the first time. Cloud growing fast explains some of that, but the market read it as lost ground anyway.
Then there’s the spending. Capex was $51.4 billion in Q3 alone, mostly AI infrastructure and Google’s own TPUs, and free cash flow went to -$9.1 billion. Investors will put up with a lot of AI spending, just not forever without margins to show for it.
There is a bright spot. Cloud revenue more than doubled to $30.7 billion, so businesses clearly want AI. Some analysts think being less dependent on search ads is healthy anyway. Others aren’t convinced.
Follow for my next post, as I will give an analysis on what to possibly do next. There is always an opportunity in every situation.
Stay Safe fam.
$GOOGLB #Alphabet #Google
Alphabet just lost $500B in a day. Here’s what actually happened
Alphabet ($GOOGL) just had one of its ugliest days ever. More than $500 billion in market cap gone, and the big indexes went down with it.
The earnings were the trigger. Revenue grew 25% to $127.6 billion, which is strong, but EPS missed consensus by a lot. A miss like that on the bottom line usually means institutions sell now and read the call later.
Search is what people are actually nervous about. Growth in core Search came in slower than expected, and the fear is that AI answers are cannibalizing ad revenue. Search also dropped below 50% of total revenue for the first time. Cloud growing fast explains some of that, but the market read it as lost ground anyway.
Then there’s the spending. Capex was $51.4 billion in Q3 alone, mostly AI infrastructure and Google’s own TPUs, and free cash flow went to -$9.1 billion. Investors will put up with a lot of AI spending, just not forever without margins to show for it.
There is a bright spot. Cloud revenue more than doubled to $30.7 billion, so businesses clearly want AI. Some analysts think being less dependent on search ads is healthy anyway. Others aren’t convinced.
Follow for my next post, as I will give an analysis on what to possibly do next. There is always an opportunity in every situation.
Stay Safe fam.
$GOOGLB #Alphabet #Google
The earnings were the trigger. Revenue grew 25% to $127.6 billion, which is strong, but EPS missed consensus by a lot. A miss like that on the bottom line usually means institutions sell now and read the call later.
Search is what people are actually nervous about. Growth in core Search came in slower than expected, and the fear is that AI answers are cannibalizing ad revenue. Search also dropped below 50% of total revenue for the first time. Cloud growing fast explains some of that, but the market read it as lost ground anyway.
Then there’s the spending. Capex was $51.4 billion in Q3 alone, mostly AI infrastructure and Google’s own TPUs, and free cash flow went to -$9.1 billion. Investors will put up with a lot of AI spending, just not forever without margins to show for it.
There is a bright spot. Cloud revenue more than doubled to $30.7 billion, so businesses clearly want AI. Some analysts think being less dependent on search ads is healthy anyway. Others aren’t convinced.
Follow for my next post, as I will give an analysis on what to possibly do next. There is always an opportunity in every situation.
Stay Safe fam.
$GOOGLB #Alphabet #Google
GOOGUS-1,86%
3
1.7k
Частичная правда
Google just dropped 13.9% in two days. Here's how much the big holders lost on paper👇👇
🔻BlackRock: lost ~$22.9B
🔻JPMorgan: lost ~$10.4B
🔻Berkshire: lost ~$4.8B (and they just added 48M shares in Q2)
🔻Goldman Sachs: lost ~$2.6B
🔻Ken Fisher: lost ~$1.8B
🔻Temasek: lost ~$320M
🔻Bridgewater: lost ~$59M (already trimmed 40% in Q2)
🔻Soros: lost ~$27M
🔻Cathie Wood's ARK: lost ~$20M
🔻Trump: lost ~$2.2M
🔻Google co-founders Larry Page + Sergey Brin: lost ~$60B combined, in one day #Google #TRUMP #BlackRock
Google just dropped 13.9% in two days. Here's how much the big holders lost on paper👇👇
🔻BlackRock: lost ~$22.9B
🔻JPMorgan: lost ~$10.4B
🔻Berkshire: lost ~$4.8B (and they just added 48M shares in Q2)
🔻Goldman Sachs: lost ~$2.6B
🔻Ken Fisher: lost ~$1.8B
🔻Temasek: lost ~$320M
🔻Bridgewater: lost ~$59M (already trimmed 40% in Q2)
🔻Soros: lost ~$27M
🔻Cathie Wood's ARK: lost ~$20M
🔻Trump: lost ~$2.2M
🔻Google co-founders Larry Page + Sergey Brin: lost ~$60B combined, in one day #Google #TRUMP #BlackRock
🔻BlackRock: lost ~$22.9B
🔻JPMorgan: lost ~$10.4B
🔻Berkshire: lost ~$4.8B (and they just added 48M shares in Q2)
🔻Goldman Sachs: lost ~$2.6B
🔻Ken Fisher: lost ~$1.8B
🔻Temasek: lost ~$320M
🔻Bridgewater: lost ~$59M (already trimmed 40% in Q2)
🔻Soros: lost ~$27M
🔻Cathie Wood's ARK: lost ~$20M
🔻Trump: lost ~$2.2M
🔻Google co-founders Larry Page + Sergey Brin: lost ~$60B combined, in one day #Google #TRUMP #BlackRock
GOOGUS-1,86%
3
1.1k
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🚨 GOOGLE JUST LOST NEARLY $500 BILLION IN MARKET VALUE!
Alphabet (Google’s parent company) suffered a massive sell-off, wiping out approximately $475–500 billion in market capitalization.
What's behind the crash?
🔻 Heavy AI infrastructure spending
🔻 Slower Google Search revenue growth
🔻 Earnings falling short of expectations
🔻 Growing concerns about AI profitability
But here's the twist: Google Cloud revenue surged 103%, showing that AI demand remains strong.
The bigger question is: Are investors losing confidence in the AI boom, or is this just a temporary market correction?
$GOOGL $LSK
{future}(GOOGLUSDT)
#Google #Alphabet #AI #TechStocks
🚨 GOOGLE JUST LOST NEARLY $500 BILLION IN MARKET VALUE!
Alphabet (Google’s parent company) suffered a massive sell-off, wiping out approximately $475–500 billion in market capitalization.
What's behind the crash?
🔻 Heavy AI infrastructure spending
🔻 Slower Google Search revenue growth
🔻 Earnings falling short of expectations
🔻 Growing concerns about AI profitability
But here's the twist: Google Cloud revenue surged 103%, showing that AI demand remains strong.
The bigger question is: Are investors losing confidence in the AI boom, or is this just a temporary market correction?
$GOOGL $LSK
#Google #Alphabet #AI #TechStocks
Alphabet (Google’s parent company) suffered a massive sell-off, wiping out approximately $475–500 billion in market capitalization.
What's behind the crash?
🔻 Heavy AI infrastructure spending
🔻 Slower Google Search revenue growth
🔻 Earnings falling short of expectations
🔻 Growing concerns about AI profitability
But here's the twist: Google Cloud revenue surged 103%, showing that AI demand remains strong.
The bigger question is: Are investors losing confidence in the AI boom, or is this just a temporary market correction?
$GOOGL $LSK
#Google #Alphabet #AI #TechStocks
2
208
·
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🚨 BREAKING NEWS🚨
⛔️GOOGLE ($GOOGL) PLUNGETS AFTER QUARTERLY EARNINGS📉
Alphabet Inc. ($GOOGL) stock has suffered a sharp drop following the release of its latest 3-month quarterly audit report! ⛔️
👉🏻 🔻 Oct 2: ~$340
👉🏻 🔻 Oct 31: $279.84
Over 17% loss in market value in less than a month.
#Google #CryptoSentiment #MarketUpdate #bitcoin
🚨 BREAKING NEWS🚨
⛔️GOOGLE ($GOOGL) PLUNGETS AFTER QUARTERLY EARNINGS📉
Alphabet Inc. ($GOOGL) stock has suffered a sharp drop following the release of its latest 3-month quarterly audit report! ⛔️
👉🏻 🔻 Oct 2: ~$340
👉🏻 🔻 Oct 31: $279.84
Over 17% loss in market value in less than a month.
#Google #CryptoSentiment #MarketUpdate #bitcoin
⛔️GOOGLE ($GOOGL) PLUNGETS AFTER QUARTERLY EARNINGS📉
Alphabet Inc. ($GOOGL) stock has suffered a sharp drop following the release of its latest 3-month quarterly audit report! ⛔️
👉🏻 🔻 Oct 2: ~$340
👉🏻 🔻 Oct 31: $279.84
Over 17% loss in market value in less than a month.
#Google #CryptoSentiment #MarketUpdate #bitcoin
439
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Google太空算力试飞：轨道TPU首次「回话」
据Google博客、The Verge、TechCrunch 10/30报道，Project Suncatcher原型星收到首条数据中心级TPU在轨AI回复——机载Gemma 4模型生成太空俳句，经挪威斯瓦尔巴过境下行确认「Hello World」。卫星10/1发射，星上4颗TPU、约1kW供电，一次约只能开一颗约20分钟；下一步测热应力与辐射，2027拟推双星互联。
【观点】地面AI正卡在电力与散热时，太空算力从概念走进真实试飞。短期仍是科研里程碑，不改当下数据中心CapEx主线；中长期会重定价「算力放哪」的叙事。
【机会/风险】盯辐射/热测试结果与2027双星进度；交易上别把太空算力当短线题材炒过，地面云/芯片与$FET类AI叙事仍更直接。$BTC风险资产情绪也会跟科技叙事联动。
你更看好太空算力试飞，还是继续押地面数据中心CapEx？
#AI #太空算力 #Google #TPU $FET $BTC
仅供参考，不构成投资建议
Google太空算力试飞：轨道TPU首次「回话」
据Google博客、The Verge、TechCrunch 10/30报道，Project Suncatcher原型星收到首条数据中心级TPU在轨AI回复——机载Gemma 4模型生成太空俳句，经挪威斯瓦尔巴过境下行确认「Hello World」。卫星10/1发射，星上4颗TPU、约1kW供电，一次约只能开一颗约20分钟；下一步测热应力与辐射，2027拟推双星互联。
【观点】地面AI正卡在电力与散热时，太空算力从概念走进真实试飞。短期仍是科研里程碑，不改当下数据中心CapEx主线；中长期会重定价「算力放哪」的叙事。
【机会/风险】盯辐射/热测试结果与2027双星进度；交易上别把太空算力当短线题材炒过，地面云/芯片与$FET 类AI叙事仍更直接。$BTC 风险资产情绪也会跟科技叙事联动。
你更看好太空算力试飞，还是继续押地面数据中心CapEx？
#AI #太空算力 #Google #TPU $FET $BTC
仅供参考，不构成投资建议
据Google博客、The Verge、TechCrunch 10/30报道，Project Suncatcher原型星收到首条数据中心级TPU在轨AI回复——机载Gemma 4模型生成太空俳句，经挪威斯瓦尔巴过境下行确认「Hello World」。卫星10/1发射，星上4颗TPU、约1kW供电，一次约只能开一颗约20分钟；下一步测热应力与辐射，2027拟推双星互联。
【观点】地面AI正卡在电力与散热时，太空算力从概念走进真实试飞。短期仍是科研里程碑，不改当下数据中心CapEx主线；中长期会重定价「算力放哪」的叙事。
【机会/风险】盯辐射/热测试结果与2027双星进度；交易上别把太空算力当短线题材炒过，地面云/芯片与$FET 类AI叙事仍更直接。$BTC 风险资产情绪也会跟科技叙事联动。
你更看好太空算力试飞，还是继续押地面数据中心CapEx？
#AI #太空算力 #Google #TPU $FET $BTC
仅供参考，不构成投资建议
210
·
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Падение
$GOOGL SHORT GOOGLE
Overall trend remains bearish as long as the price stays below 290 resistance
Following the sharp sell-off, it has entered a consolidation phase, oscillating in a tight range between 276 and 284
$GOOGL SHORT Setup
· Entry Short: 283 - 285
· Stop Loss: above 290
· Take Profit: 278 and 275
Support me just Trade here👇$GOOGL
{future}(GOOGLUSDT)
#googl #google
$GOOGL SHORT GOOGLE
Overall trend remains bearish as long as the price stays below 290 resistance
Following the sharp sell-off, it has entered a consolidation phase, oscillating in a tight range between 276 and 284
$GOOGL SHORT Setup
· Entry Short: 283 - 285
· Stop Loss: above 290
· Take Profit: 278 and 275
Support me just Trade here👇$GOOGL
#googl #google
Overall trend remains bearish as long as the price stays below 290 resistance
Following the sharp sell-off, it has entered a consolidation phase, oscillating in a tight range between 276 and 284
$GOOGL SHORT Setup
· Entry Short: 283 - 285
· Stop Loss: above 290
· Take Profit: 278 and 275
Support me just Trade here👇$GOOGL
#googl #google
GOOGUS-1,86%
192
Статья
Google lanza Gemini 4 Carbon, centrado en ciberseguridad y agentes de larga duraciónDos semanas después de Gemini 4 Argon, Google presenta Gemini 4 Carbon como su modelo más potente. Según la compañía, ocupa el primer puesto en la versión 5.0 del índice de Artificial Analysis, con 59 puntos.
El foco está en la ciberseguridad. Las cifras que da Google:
• SEC-bench Pro (detección de vulnerabilidades): 88,2 %
• ExploitGym (explotación): 54,8 %
• CWE-bench (corrección): 71,0 %
• Inyección indirecta de instrucciones (Gray Swan): 0,0 % de ataques con éxito, frente al 0,7 % de Argon
Google cuenta también que sus equipos internos han visto a Carbon trabajar durante días en tareas de ingeniería de varias etapas, como localizar la causa de errores sutiles en grandes bases de código.
El despliegue es escalonado. Primero llega a un grupo de expertos en ciberseguridad y después, poco a poco, a socios de confianza a través del programa Fairwind. Google participa además en las pruebas voluntarias del Gobierno de EE. UU. previas al lanzamiento. El precio de entrada es de 2 dólares por millón de tokens de entrada y 10 dólares por millón de salida, el mismo que Argon.
Más información en territorioblockchain.com
#IA #Google #Ciberseguridad
Google lanza Gemini 4 Carbon, centrado en ciberseguridad y agentes de larga duración
Dos semanas después de Gemini 4 Argon, Google presenta Gemini 4 Carbon como su modelo más potente. Según la compañía, ocupa el primer puesto en la versión 5.0 del índice de Artificial Analysis, con 59 puntos.
El foco está en la ciberseguridad. Las cifras que da Google:
• SEC-bench Pro (detección de vulnerabilidades): 88,2 %
• ExploitGym (explotación): 54,8 %
• CWE-bench (corrección): 71,0 %
• Inyección indirecta de instrucciones (Gray Swan): 0,0 % de ataques con éxito, frente al 0,7 % de Argon
Google cuenta también que sus equipos internos han visto a Carbon trabajar durante días en tareas de ingeniería de varias etapas, como localizar la causa de errores sutiles en grandes bases de código.
El despliegue es escalonado. Primero llega a un grupo de expertos en ciberseguridad y después, poco a poco, a socios de confianza a través del programa Fairwind. Google participa además en las pruebas voluntarias del Gobierno de EE. UU. previas al lanzamiento. El precio de entrada es de 2 dólares por millón de tokens de entrada y 10 dólares por millón de salida, el mismo que Argon.
Más información en territorioblockchain.com
#IA #Google #Ciberseguridad
El foco está en la ciberseguridad. Las cifras que da Google:
• SEC-bench Pro (detección de vulnerabilidades): 88,2 %
• ExploitGym (explotación): 54,8 %
• CWE-bench (corrección): 71,0 %
• Inyección indirecta de instrucciones (Gray Swan): 0,0 % de ataques con éxito, frente al 0,7 % de Argon
Google cuenta también que sus equipos internos han visto a Carbon trabajar durante días en tareas de ingeniería de varias etapas, como localizar la causa de errores sutiles en grandes bases de código.
El despliegue es escalonado. Primero llega a un grupo de expertos en ciberseguridad y después, poco a poco, a socios de confianza a través del programa Fairwind. Google participa además en las pruebas voluntarias del Gobierno de EE. UU. previas al lanzamiento. El precio de entrada es de 2 dólares por millón de tokens de entrada y 10 dólares por millón de salida, el mismo que Argon.
Más información en territorioblockchain.com
#IA #Google #Ciberseguridad
GOOGUS-1,86%
523
#BinancePick
🚀 Crypto Trading Wasn't Enough? Now Predict Google's & Microsoft's Earnings on Binance Pick! 🤯
Think crypto trading is stressful? 🔥 Now, Binance Pick lets you predict the business results of Alphabet ($GOOGLB ) and Microsoft ($MSFTB )!
📊 What's Happening?
🔹 Google: Google Cloud continues to grow, but competition in AI is getting tougher.
🔹 Microsoft: AI investment is surging, with massive capital spending and Azure playing a key role in growth.
💡 What's the Smart Move?
Stop focusing only on 1-minute candles and start looking at the bigger picture! 📈 Analyze financial reports, track revenue expectations, and use your voting points on Binance Pick to predict whether earnings will beat or miss expectations.
🎯 Make your predictions, earn more points, and boost your engagement on Binance Square!
⚠️ This post is for informational purposes only and is not financial advice.
#BinancePick #Google #Microsoft #Aİ
#BinancePick
🚀 Crypto Trading Wasn't Enough? Now Predict Google's & Microsoft's Earnings on Binance Pick! 🤯
Think crypto trading is stressful? 🔥 Now, Binance Pick lets you predict the business results of Alphabet ($GOOGLB ) and Microsoft ($MSFTB )!
📊 What's Happening?
🔹 Google: Google Cloud continues to grow, but competition in AI is getting tougher.
🔹 Microsoft: AI investment is surging, with massive capital spending and Azure playing a key role in growth.
💡 What's the Smart Move?
Stop focusing only on 1-minute candles and start looking at the bigger picture! 📈 Analyze financial reports, track revenue expectations, and use your voting points on Binance Pick to predict whether earnings will beat or miss expectations.
🎯 Make your predictions, earn more points, and boost your engagement on Binance Square!
⚠️ This post is for informational purposes only and is not financial advice.
#BinancePick #Google #Microsoft #Aİ
🚀 Crypto Trading Wasn't Enough? Now Predict Google's & Microsoft's Earnings on Binance Pick! 🤯
Think crypto trading is stressful? 🔥 Now, Binance Pick lets you predict the business results of Alphabet ($GOOGLB ) and Microsoft ($MSFTB )!
📊 What's Happening?
🔹 Google: Google Cloud continues to grow, but competition in AI is getting tougher.
🔹 Microsoft: AI investment is surging, with massive capital spending and Azure playing a key role in growth.
💡 What's the Smart Move?
Stop focusing only on 1-minute candles and start looking at the bigger picture! 📈 Analyze financial reports, track revenue expectations, and use your voting points on Binance Pick to predict whether earnings will beat or miss expectations.
🎯 Make your predictions, earn more points, and boost your engagement on Binance Square!
⚠️ This post is for informational purposes only and is not financial advice.
#BinancePick #Google #Microsoft #Aİ
126
#EarningsSeason
GOOGLE vs MICROSOFT: Who Will Win the Earnings Battle?
The big question this earnings season is simple: Can Google and Microsoft beat market expectations?
Both companies are investing heavily in AI, and investors are watching closely.
Google (GOOGL) – Can it deliver stronger growth? Microsoft (MSFT) – Can AI boost its earnings?
The real question is: Which company will surprise the market?
#BinanceSquare #EarningsSeason #Google #Microsoft
#EarningsSeason
GOOGLE vs MICROSOFT: Who Will Win the Earnings Battle?
The big question this earnings season is simple: Can Google and Microsoft beat market expectations?
Both companies are investing heavily in AI, and investors are watching closely.
Google (GOOGL) – Can it deliver stronger growth? Microsoft (MSFT) – Can AI boost its earnings?
The real question is: Which company will surprise the market?
#BinanceSquare #EarningsSeason #Google #Microsoft
GOOGLE vs MICROSOFT: Who Will Win the Earnings Battle?
The big question this earnings season is simple: Can Google and Microsoft beat market expectations?
Both companies are investing heavily in AI, and investors are watching closely.
Google (GOOGL) – Can it deliver stronger growth? Microsoft (MSFT) – Can AI boost its earnings?
The real question is: Which company will surprise the market?
#BinanceSquare #EarningsSeason #Google #Microsoft
1
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