The core businesses of America’s technology giants — the advertising, consumer and retail machines propping up a collective $750 billion in artificial intelligence spending this year — are starting to show signs of slowing. In some cases, they’re being cannibalized by the very technology the firms are betting the house on.

Alphabet Inc. has said demand for its cloud services is increasing at a rapid clip, pointing to growth in its backlog of cloud contracts that it hasn’t yet fulfilled. However, more than a third of that quarterly growth comes from a joint venture the company partly owns.

Insatiable AI demand has elevated the importance of this unit

Alphabet Inc.’s shares fell more than 13%, for its biggest-ever market value wipeout of more than $500 billion, after the company reported disappointing search and advertising sales that reinforced investor concerns about AI’s threat to its core business.

Alphabet Inc.’s Google announced a Gemini agent for the workplace, ramping up competition with OpenAI, Anthropic PBC and Microsoft Corp. for corporate customers.

Wajo, a company founded by a former Google engineer, has released an AI agent

Alphabet Inc.’s Google has begun rolling out Gemini 4 Argon, its long-awaited flagship artificial intelligence model, but the company is grappling with internal skepticism over how well it performs in key areas, such as coding.

Google’s Gemini artificial intelligence model inadvertently hacked into three company systems in May during cybersecurity testing, adding to a string of breaches by AI agents that have alarmed security experts and developers of the technology alike.

The software maker agrees to principles to protect student privacy with the use of AI

A new nonprofit founded by former Google researchers wants to keep humans at the center of AI development to ensure that the powerful technology is safe and less likely to escape its creators.

Alphabet Inc.’s Google pitches its artificial intelligence tools to corporate clients as a way to more quickly sift through a mountain of job applications to find the most promising candidates. Some of its own AI researchers don’t want to rely on these tools when recruiting.

Alphabet Inc.'s Google is concentrating its artificial intelligence leadership at its Mountain View, California, headquarters to gain momentum in the accelerating race against Anthropic and OpenAI to build the world’s dominant AI models.

Alphabet Inc.’s Google is losing some of its most prominent artificial intelligence veterans in a seismic overhaul that is casting doubt over leadership of a critical area of growth right as competition intensifies. Alphabet shares fell 4% on the news.

Alphabet Inc. raised its capital spending forecast to as much as $205 billion this year, reigniting concerns about a lack of fiscal discipline in the race to dominate artificial intelligence.

Alphabet Inc. projected full-year capital expenditures will be $195 billion to $205 billion in 2026, increasing its already sky-high spending estimate for the year as it works to secure an edge in the artificial intelligence race.

Alphabet Inc. said its cloud computing unit had a $514 billion backlog of contracted work that hasn’t been recorded as revenue yet, signaling robust demand for its services that underpin the artificial intelligence boom.

Alphabet Inc. on Wednesday reported investment gains of $98 billion as part of its second-quarter earnings results.

Alphabet Inc.’s Google is months behind schedule on delivering Gemini 3.5 Pro, its most powerful flagship AI model, because the company has been taking time to try to improve its capabilities, particularly in coding, according to people familiar with the matter.

Two leading artificial intelligence researchers at Alphabet Inc.’s Google are planning to leave for rival Anthropic PBC, according to people familiar with the matter, adding to a series of high-profile departures that risk undercutting the search giant’s position in AI.Jonas Adler and Alexander Pritzel, both viewed internally as key contributors to Google’s Gemini AI model, are set to move to the Claude maker, said the people, who spoke on condition of anonymity as the information is not public.

Alphabet Inc. shares tumbled on Monday following the departure of another high-profile artificial intelligence leader to a rival.