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Report: Google’s DeepMind is withholding AI research for competitive advantage

Last year, GoogleDeepMind CEO Demis Hassabis won the Nobel Prize for chemistry (along with his colleague John M. Jumper) for his work on AlphaFold2, a groundbreaking model that’s been used by over 2 million researchers in 190 countries.

Now, the Financial Times is reporting that former researchers who worked with Hassabis at DeepMind say the organization is breaking with that tradition of scientific sharing by withholding AI research for Google’s strategic advantage in a very competitive market.

According to the report, researchers said work that showed weaker performance by Google’s own models was held back, as well as research that highlighted weaknesses in competitor OpenAI’s models.

Most of today’s modern AI tools have Google research to thank for their existence. The key innovation of “transformers” was developed at Google, but the company was late to capitalize on the breakthrough.

According to the report, researchers said work that showed weaker performance by Google’s own models was held back, as well as research that highlighted weaknesses in competitor OpenAI’s models.

Most of today’s modern AI tools have Google research to thank for their existence. The key innovation of “transformers” was developed at Google, but the company was late to capitalize on the breakthrough.

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Alphabet, Amazon, Microsoft, and Meta plan to spend more than $700 billion on capex this year

Big Tech’s big capital spending continues to surge even higher than the companies had previously expected.

Alphabet raised its 2026 capex outlook to between $180 billion and $190 billion, up from $175 billion to $185 billion. Meta increased its 2026 forecast to $125 billion to $145 billion, up from $115 billion to $135 billion. Microsoft, meanwhile, said it’s planning on spending $190 billion this calendar year, about $55 billion more than the FactSet analyst consensus. Amazon, the lone outlier, didn’t boost its capex forecast, keeping it at a cool $200 billion.

Combined, Alphabet, Amazon, Microsoft, and Meta plan to spend more than $700 billion on capex in 2026, nearly double what they spent last year and $100 billion more than they’d expected just last quarter, as they continue to build out the AI infrastructure to support their AI futures.

big 4 tech capex meta microsoft google amazon
Sherwood News
Microsoft AI Tour

Microsoft’s capex outlay this year would be enough to buy every outstanding share of Disney

CFO Amy Hood said on last night’s earnings call that the company will spend $190 billion on capex in 2026.

Senate bipartisan Artificial Intelligence (AI) Insight Forum on Capitol Hill in Washington

A tale of two capex increases: Why investors are responding to Google and Meta so differently

Two Big Tech companies posted stellar earnings and upped their capex forecasts. One stock is up, one is down.

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