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Expansion● Neutral for Indian equities
Google unveils latest AI model, but Wall Street wants a breakout personal agent
The brief
- Google’s latest AI model promises major advances in coding and cybersecurity
- Google is falling behind in personal agents, which Wall Street wants to see break out
- Google’s AI competition may affect Indian IT firms’ technology strategies and client demand
- SpaceX set to launch Google AI chips into orbit in push toward space-based data centers
- Trump calls Google CEO Sundar Pichai a “monster” at White House AI meeting
- Anthropic IPO filing shows 47% of sales came through Amazon and Google
- Big AI reset ahead? Chris Wood doubts hyperscalers’ $990 bn capex estimates, highlights India’s reverse AI trade advantage
- AMZN, META, GOOGL, MSFT, ORCL: Michael Burry Sounds Fresh Alarm On Big Tech’s AI Spending, Warns Of Massive Write-Offs In Two Years