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Looking ahead to 2026: why hyperscalers can’t slow spending without losing the AI war

The AI revolution has led major cloud providers like Amazon, Microsoft, Google, and Meta to invest over $400 billion annually in AI infrastructure. This spending surge has reshaped markets and created new vendor dynamics. As 2026 approaches, these companies face a dilemma: continue high spending and risk profitability if AI adoption lags, or cut back and lose the competitive edge. Analysts project hyperscalers' capex to reach $600 billion in 2026. The central risk is whether this investment will translate into sustainable revenue growth, with end-user demand still uncertain.

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Google is rolling out a new feature allowing users to change their Gmail address

Google is introducing a feature allowing users to change their Gmail addresses while retaining all data and services. This update, initially appearing on the Hindi support page, suggests a rollout starting in India or Hindi-speaking markets. The feature will gradually become available globally. Users can keep their original address as an alias, and emails to the old address will still be received. However, users cannot create another new Gmail address for 12 months after changing.

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Google's Gemini Eating ChatGPT's Lunch: Market Share Gain From 5% To 18% Is 'Clearest Signal' That Alphabet Is Winning AI War

Google's Gemini has significantly increased its market share in the generative AI market, rising from 5.4% to 18.2% in one year, while ChatGPT's share dropped from 87.2% to 68.0%. Analysts attribute this shift to Google's effective integration of Gemini into its existing platforms like Chrome, Android, and Workspace. Despite Microsoft's Copilot being pre-installed in Windows and Edge, it has not seen similar success. Alphabet's stock has also performed well, rising significantly in 2025.

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Google Rolling Out Gmail Address Change Feature: Here Is How It Works

Google is rolling out a new feature in India allowing users to change their @gmail.com addresses while keeping all account data intact. The original address becomes an alternate email, and users can log in with either address. The feature is currently limited to India and may not be available to everyone yet. Analysts remain bullish on Alphabet, with strong growth and advertising revenue resilience. GOOG stock has gained 60.16% over the past 12 months and is trading near its highs.

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AI world models set to transform the $190 billion gaming industry through interactive 3D environments

AI world models are set to revolutionize the $190 billion gaming industry by creating interactive 3D environments. Leading AI research teams, including Google DeepMind and World Labs, are developing systems that could transform game development. While AI offers faster and better game creation, concerns about job security and quality persist. AI tools are already enhancing game design, and experts predict players will soon create personalized game worlds. Despite criticism, AI could lower costs and boost creativity in the industry.

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