Google debuts $499 Pixel 10a https://t.co/FWL0JxRIvE ...

Group 1 - Google has launched the Gemini application featuring the advanced music generation model Lyria 3 [1] - Lyria 3 is currently available in the United States and is being promoted to YouTube creators in other countries [1]

Google and Apple are both adding music-focused generative AI features to their core consumer apps https://t.co/ATIKLhQYIG ...

Google adds music generation capabilities to the Gemini app https://t.co/0axhIJVSeO ...

Introducing Lyria 3. Beats for any moment. "I need a fun track that goes something like..." ♪ Everybody go happy birthday Lisa, Lisa it's your birthday.♪ ♪ Wash the dishes. ♪ ♪ RSVP babe, I need you to RSVP babe. ♪ A soundtrack for your camera roll."Turn this photo into a track for my dating profile about..." ♪ I'll be the cowboy of your dreams. ♪ ♪ Yeah that's my cat, a furry blessing. ♪ ♪ Figure it out later, we're leaving now.♪ Pick a track to remix with Templates. "I need a track that says 'Congratulati ...

Core Insights - Alphabet Inc.'s Google has announced a $15 billion investment plan aimed at accelerating artificial intelligence development in India, focusing on enhancing digital infrastructure and connectivity [1] Investment in Infrastructure - The initiative will create a new international subsea gateway in Visakhapatnam, providing an alternative to existing landings in Mumbai and Chennai, which is essential for preventing an AI divide according to Google Cloud's VP of Global Network Infrastructure [2] - The project will develop three new subsea paths connecting India to Singapore, South Africa, and Australia, including a direct fiber-optic path from Vizag to South Africa via Chennai, creating a redundant route from the U.S. East Coast when integrated with existing systems [3] - On the west coast, a new path will be constructed between Mumbai and Western Australia, linking the U.S. West Coast to Mumbai and complementing existing cable systems [4] Investment in AI Skills - Google is partnering with the Government of India's Karmayogi Bharat mission to support digital learning for over 20 million public servants across 800 districts, digitizing training content and expanding access in over 18 Indian languages to enhance AI-enabled learning [5] Recent Financial Performance - Alphabet reported a strong fourth-quarter performance with revenue of $113.83 billion, surpassing market expectations, and CEO Sundar Pichai indicated that annual revenue exceeded $400 billion for the first time in 2025 [6] - Capital expenditures for 2026 are projected to be between $175 billion and $185 billion as the company continues to focus on AI innovation [6] Stock Performance - At the time of publication, Alphabet shares were up 0.13% at $303.22 [7]

The Pixel 10a starts at $499 for a 128 gig storage model, or $599 if you want to double that to 256 gigs. The cameras are also the same as the 9a, a 48 megapixel wide camera and 13 megapixel ultrawide camera on the back in a flat camera island. And around the front is a 13 megapixel selfie camera.And in a first for the A series, the 10A also uses the same tensor G4 processor used in the Pixel 9a rather than inheriting the newer G5 seen in the rest of the Pixel 10 series. So, what exactly is new. Google bump ...

Core Insights - Anthropic is expected to pay at least $80 billion to Amazon, Google, and Microsoft by 2029 for running its Claude AI model on their cloud platforms [1] - The cloud service providers will also earn revenue shares from Anthropic's AI sales, which is projected to grow significantly over the next few years [1] Group 1 - Anthropic's AI sales revenue share to cloud providers is projected to increase from approximately $1.3 million in 2024 to about $640 million by 2027 [1] - This revenue-sharing mechanism is seen as a key incentive for cloud partners, with Microsoft encouraging its Azure sales team to promote Anthropic's models [1] - The revenue share is expected to account for about 10% of Anthropic's total projected revenue in the coming years, indicating a significant financial impact [1] Group 2 - Anthropic is required to share about 50% of its gross profit from AI sales through Amazon Web Services (AWS) [2] - The management believes that collaborating with all three major cloud providers gives them a competitive edge in reaching enterprise customers compared to OpenAI [2] - Anthropic anticipates that its model training expenses could reach as high as $100 billion by 2029, highlighting the increasing costs associated with cloud computing and chip expenses for generative AI [2]

Group 1 - Google launched the Pixel 10A smartphone priced at $499 [1]

Core Insights - David Tepper has significantly increased his investments in Alphabet, Micron, and Meta, while reducing his positions in Alibaba and Amazon, indicating a strong focus on AI infrastructure [1] Group 1: Investment Increases - Tepper increased his Alphabet stake by 29%, now holding nearly 1.8 million shares, with Alphabet guiding for $175 billion to $185 billion in CapEx for 2026, primarily for AI infrastructure [1] - Micron's holdings were increased from 500,000 shares to 1.5 million, a 200% increase, with Q1 FY2026 revenue of $13.64 billion beating estimates by $410 million and non-GAAP EPS of $4.78 surpassing the $4.07 consensus [1] - Tepper also raised his stake in Meta, which reported Q4 2025 revenue of $59.89 billion and EPS of $8.88, guiding for $115 billion to $135 billion in CapEx for 2026 focused on AI infrastructure [1] Group 2: Investment Reductions - Tepper reduced his position in Alibaba, which reported a 53% year-over-year decline in net income to $2.90 billion due to aggressive investments in AI and quick-commerce [1] - Amazon's position was also reduced, with the company down 13% year-to-date, despite AWS growing 20% to $33 billion in Q3 2025 [1] Group 3: Strategic Focus - Tepper's investment strategy reflects a shift away from China risk and towards companies that are heavily investing in AI infrastructure, with Alphabet, Micron, and Meta all committing tens of billions to AI CapEx [1]