Investors push back as AI infrastructure spending and borrowing climb
Free cash flow turning negative at several big tech firms could make the pressure on AI funding harder to ignore, including for Anthropic's planned IPO.
Free cash flow turning negative at several big tech firms could make the pressure on AI funding harder to ignore, including for Anthropic's planned IPO.
Brazil, Mexico and the UK follow later this year, and US users will see sponsored content during follow-up questions.
The change puts Reddit's future user numbers at risk, and its test markets will show how many visitors stay once they must sign in.
Investors weighed a sharp fall in net income and an expected rise in AI spending against strong growth in Google Cloud and the Gemini app.
Users who connect those apps to AI features can have that content feed ad targeting, unless they turn it off.
Google is pushing more clickable sources into AI Overviews and AI Mode, which should make it easier to reach publishers from search results.
Google is surfacing sources, pages and news more visibly inside AI Search, making it easier to move from answers to the original web pages.
The ruling leaves Google’s AI search features standing, while publishers cannot claim expected traffic as a legal right.