Amazon plans to double its AI capacity by the end of 2027, with a focus on monetizing it as fast as possible. The company will spend $200 billion in 2026, mostly on AWS, to meet the growing demand for AI workloads. Amazon's homegrown chips, such as Trainium and Graviton, are already delivering annualized revenue run-rate of $10 billion and are expected to play a key role in the company's AI strategy.
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Google's parent company Alphabet is using AI to generate half of its software development code, aiming to free up budget for AI infrastructure. The company reported a revenue of $114bn in the fourth quarter of 2025, with Google Cloud's annual run rate exceeding $70bn. Alphabet is investing heavily in AI infrastructure, with 60% of its capital expenditure allocated to servers.
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Amazon plans to double its AI capacity by the end of 2027, with a focus on monetizing it as fast as possible. The company will spend $200 billion in 2026, mostly on AWS, to meet the growing demand for AI workloads. Amazon's homegrown chips, such as Trainium and Graviton, are already delivering annualized revenue run-rate of $10 billion and are expected to play a key role in the company's AI strategy.
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The tech industry's efforts to label AI-generated content are failing, with metadata standards like C2PA being ineffective in identifying deepfakes. The lack of adoption and inconsistent implementation across platforms have led to a 'war on reality', making it difficult to distinguish between real and fake content.
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