The Information's TITV Big Tech Earnings Analysis, Media Startup Fact-Checking AI, and Grammarly’s Rebrand | Oct 30, 2025
Oct 30, 2025
In this engaging discussion, Tomasz Tunguz examines Meta's bold AI investments and revenue unpredictability. Roy Bahat shares insights on how startups can thrive amidst big tech's capital trends while addressing the potential job market impact of AI. Campbell Brown unveils her AI fact-checking startup, Forum AI, aimed at tackling bias in language models. Jessica Lessin reflects on key takeaways from the WTF Summit, emphasizing the evolving landscape of media and AI, especially regarding creators' hesitance towards AI tools.
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Google's AI Stack Powers Cloud Surge
- Google Cloud's growth is driven by its end-to-end AI stack: chips, models, and Vertex offerings.
- Revenue rose 34% and operating profit climbed 84% as AI demand fuels cloud adoption.
Azure Growth Linked To OpenAI Rentals
- Microsoft reported 40% Azure growth, with OpenAI as a major rental customer of Azure servers.
- Microsoft stressed multiple large non-OpenAI contracts to counter concentration concerns.
Big Tech Ramps CapEx For AI Infrastructure
- Google and Microsoft are massively increasing CapEx to support AI and cloud infrastructure.
- Google raised full-year CapEx guidance to $91–$93 billion, showing heavy investment in chips and data centers.