Pichai directly rebuts AI competitiveness concerns on earnings call

1. 1Alphabet (GOOG) CEO Pichai pushed back on concerns over the company's AI competitiveness stemming from the delayed launch of Gemini 3.5 Pro during the earnings call.
2. 2Gemini 3.6 Flash improved by more than 10 points over its predecessor on coding benchmarks, while cloud revenue posted 82% growth, beating estimates by 64%.
3. 3However, capital expenditure guidance was raised by $15 billion to $195–$205 billion, sending shares down roughly 5% in Thursday's premarket trading.

Source Reuters · View original ↗

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