Google

google-ceo:-if-an-ai-bubble-pops,-no-one-is-getting-out-clean

Google CEO: If an AI bubble pops, no one is getting out clean

Market concerns and Google’s position

Alphabet’s recent market performance has been driven by investor confidence in the company’s ability to compete with OpenAI’s ChatGPT, as well as its development of specialized chips for AI that can compete with Nvidia’s. Nvidia recently reached a world-first $5 trillion valuation due to making GPUs that can accelerate the matrix math at the heart of AI computations.

Despite acknowledging that no company would be immune to a potential AI bubble burst, Pichai argued that Google’s unique position gives it an advantage. He told the BBC that the company owns what he called a “full stack” of technologies, from chips to YouTube data to models and frontier science research. This integrated approach, he suggested, would help the company weather any market turbulence better than competitors.

Pichai also told the BBC that people should not “blindly trust” everything AI tools output. The company currently faces repeated accuracy concerns about some of its AI models. Pichai said that while AI tools are helpful “if you want to creatively write something,” people “have to learn to use these tools for what they’re good at and not blindly trust everything they say.”

In the BBC interview, the Google boss also addressed the “immense” energy needs of AI, acknowledging that the intensive energy requirements of expanding AI ventures have caused slippage on Alphabet’s climate targets. However, Pichai insisted that the company still wants to achieve net zero by 2030 through investments in new energy technologies. “The rate at which we were hoping to make progress will be impacted,” Pichai said, warning that constraining an economy based on energy “will have consequences.”

Even with the warnings about a potential AI bubble, Pichai did not miss his chance to promote the technology, albeit with a hint of danger regarding its widespread impact. Pichai described AI as “the most profound technology” humankind has worked on.

“We will have to work through societal disruptions,” he said, adding that the technology would “create new opportunities” and “evolve and transition certain jobs.” He said people who adapt to AI tools “will do better” in their professions, whatever field they work in.

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Google unveils Gemini 3 AI model and AI-first IDE called Antigravity


Google’s flagship AI model is getting its second major upgrade this year.

Google has kicked its Gemini rollout into high gear over the past year, releasing the much-improved Gemini 2.5 family and cramming various flavors of the model into Search, Gmail, and just about everything else the company makes.

Now, Google’s increasingly unavoidable AI is getting an upgrade. Gemini 3 Pro is available in a limited form today, featuring more immersive, visual outputs and fewer lies, Google says. The company also says Gemini 3 sets a new high-water mark for vibe coding, and Google is announcing a new AI-first integrated development environment (IDE) called Antigravity, which is also available today.

The first member of the Gemini 3 family

Google says the release of Gemini 3 is yet another step toward artificial general intelligence (AGI). The new version of Google’s flagship AI model has expanded simulated reasoning abilities and shows improved understanding of text, images, and video. So far, testers like it—Google’s latest LLM is once again atop the LMArena leaderboard with an ELO score of 1,501, besting Gemini 2.5 Pro by 50 points.

Gemini 3 LMArena

Credit: Google

Factuality has been a problem for all gen AI models, but Google says Gemini 3 is a big step in the right direction, and there are myriad benchmarks to tell the story. In the 1,000-question SimpleQA Verified test, Gemini 3 scored a record 72.1 percent. Yes, that means the state-of-the-art LLM still screws up almost 30 percent of general knowledge questions, but Google says this still shows substantial progress. On the much more difficult Humanity’s Last Exam, which tests PhD-level knowledge and reasoning, Gemini set another record, scoring 37.5 percent without tool use.

Math and coding are also a focus of Gemini 3. The model set new records in MathArena Apex (23.4 percent) and WebDev Arena (1487 ELO). In the SWE-bench Verified, which tests a model’s ability to generate code, Gemini 3 hit an impressive 76.2 percent.

So there are plenty of respectable but modest benchmark improvements, but Gemini 3 also won’t make you cringe as much. Google says it has tamped down on sycophancy, a common problem in all these overly polite LLMs. Outputs from Gemini 3 Pro are reportedly more concise, with less of what you want to hear and more of what you need to hear.

You can also expect Gemini 3 Pro to produce noticeably richer outputs. Google claims Gemini’s expanded reasoning capabilities keep it on task more effectively, allowing it to take action on your behalf. For example, Gemini 3 can triage and take action on your emails, creating to-do lists, summaries, recommended replies, and handy buttons to trigger suggested actions. This differs from the current Gemini models, which would only create a text-based to-do list with similar prompts.

The model also has what Google calls a “generative interface,” which comes in the form of two experimental output modes called visual layout and dynamic view. The former is a magazine-style interface that includes lots of images in a scrollable UI. Dynamic view leverages Gemini’s coding abilities to create custom interfaces—for example, a web app that explores the life and work of Vincent Van Gogh.

There will also be a Deep Think mode for Gemini 3, but that’s not ready for prime time yet. Google says it’s being tested by a small group for later release, but you should expect big things. Deep Think mode manages 41 percent in Humanity’s Last Exam without tools. Believe it or not, that’s an impressive score.

Coding with vibes

Google has offered several ways of generating and modifying code with Gemini models, but the launch of Gemini 3 adds a new one: Google Antigravity. This is Google’s new agentic development platform—it’s essentially an IDE designed around agentic AI, and it’s available in preview today.

With Antigravity, Google promises that you (the human) can get more work done by letting intelligent agents do the legwork. Google says you should think of Antigravity as a “mission control” for creating and monitoring multiple development agents. The AI in Antigravity can operate autonomously across the editor, terminal, and browser to create and modify projects, but everything they do is relayed to the user in the form of “Artifacts.” These sub-tasks are designed to be easily verifiable so you can keep on top of what the agent is doing. Gemini will be at the core of the Antigravity experience, but it’s not just Google’s bot. Antigravity also supports Claude Sonnet 4.5 and GPT-OSS agents.

Of course, developers can still plug into the Gemini API for coding tasks. With Gemini 3, Google is adding a client-side bash tool, which lets the AI generate shell commands in its workflow. The model can access file systems and automate operations, and a server-side bash tool will help generate code in multiple languages. This feature is starting in early access, though.

AI Studio is designed to be a faster way to build something with Gemini 3. Google says Gemini 3 Pro’s strong instruction following makes it the best vibe coding model yet, allowing non-programmers to create more complex projects.

A big experiment

Google will eventually have a whole family of Gemini 3 models, but there’s just the one for now. Gemini 3 Pro is rolling out in the Gemini app, AI Studio, Vertex AI, and the API starting today as an experiment. If you want to tinker with the new model in Google’s Antigravity IDE, that’s also available for testing today on Windows, Mac, and Linux.

Gemini 3 will also launch in the Google search experience on day one. You’ll have the option to enable Gemini 3 Pro in AI Mode, where Google says it will provide more useful information about a query. The generative interface capabilities from the Gemini app will be available here as well, allowing Gemini to create tools and simulations when appropriate to answer the user’s question. Google says these generative interfaces are strongly preferred in its user testing. This feature is available today, but only for AI Pro and Ultra subscribers.

Because the Pro model is the only Gemini 3 variant available in the preview, AI Overviews isn’t getting an immediate upgrade. That will come, but for now, Overviews will only reach out to Gemini 3 Pro for especially difficult search queries—basically the kind of thing Google thinks you should have used AI Mode to do in the first place.

There’s no official timeline for releasing more Gemini 3 models or graduating the Pro variant to general availability. However, given the wide rollout of the experimental release, it probably won’t be long.

Photo of Ryan Whitwam

Ryan Whitwam is a senior technology reporter at Ars Technica, covering the ways Google, AI, and mobile technology continue to change the world. Over his 20-year career, he’s written for Android Police, ExtremeTech, Wirecutter, NY Times, and more. He has reviewed more phones than most people will ever own. You can follow him on Bluesky, where you will see photos of his dozens of mechanical keyboards.

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Google claims win for everyone as text scammers lost their cloud server

The day after Google filed a lawsuit to end text scams primarily targeting Americans, the criminal network behind the phishing scams was “disrupted,” a Google spokesperson told Ars.

According to messages that the “ringleader” of the so-called “Lighthouse enterprise” posted on his Telegram channel, the phishing gang’s cloud server was “blocked due to malicious complaints.”

“We will restore it as soon as possible!” the leader posted on the channel—which Google’s lawsuit noted helps over 2,500 members coordinate phishing attacks that have resulted in losses of “over a billion dollars.”

Google has alleged that the Lighthouse enterprise is a “criminal group in China” that sells “phishing for dummies” kits that make it easier for scammers with little tech savvy to launch massive phishing campaigns. So far, “millions” of Americans have been harmed, Google alleged, as scammers disproportionately impersonate US institutions, like the Postal Service, as well as well-known brands like E-ZPass.

The company’s lawsuit seeks to dismantle the entire Lighthouse criminal enterprise, so the company was pleased to see Lighthouse communities go dark. In a statement, Halimah DeLaine Prado, Google’s general counsel, told Ars that “this shutdown of Lighthouse’s operations is a win for everyone.

Google claims win for everyone as text scammers lost their cloud server Read More »

google-will-let-android-power-users-bypass-upcoming-sideloading-restrictions

Google will let Android power users bypass upcoming sideloading restrictions

Google recently decided that the freedom afforded by Android was a bit too much and announced developer verification, a system that will require developers outside the Google Play platform to register with Google. Users and developers didn’t accept Google’s rationale and have been complaining loudly. As Google begins early access testing, it has conceded that “experienced users” should have an escape hatch.

According to Google, online scam and malware campaigns are getting more aggressive, and there’s real harm being done in spite of the platform’s sideloading scare screens. Google says it’s common for scammers to use social engineering to create a false sense of urgency, prompting users to bypass Android’s built-in protections to install malicious apps.

Google’s solution to this problem, as announced several months ago, is to force everyone making apps to verify their identities. Unverified apps won’t install on any Google-certified device once verification rolls out. Without this, the company claims malware creators can endlessly create new apps to scam people. However, the centralized nature of verification threatened to introduce numerous headaches into a process that used to be straightforward for power users.

This isn’t the first time Google has had to pull back on its plans. Each time the company releases a new tidbit about verification, it compromises a little more. Previously, it confirmed that a free verification option would be available for hobbyists and students who wanted to install apps on a small number of devices. It also conceded that installation over ADB via a connected computer would still be allowed.

Now, Google has had to acknowledge that its plans for verification are causing major backlash among developers and people who know what an APK is. So there will be an alternative, but we don’t know how it will work just yet.

How high is your risk tolerance?

Google’s latest verification update explains that the company has received a lot of feedback from users and developers who want to be able to sideload without worrying about verification status. For those with “higher risk tolerance,” Google is exploring ways to make that happen. This is a partial victory for power users, but the nature of Google’s “advanced flow” for sideloading is murky.

Google will let Android power users bypass upcoming sideloading restrictions Read More »

google-says-new-cloud-based-“private-ai-compute”-is-just-as-secure-as-local-processing

Google says new cloud-based “Private AI Compute” is just as secure as local processing

NPUs can’t do it all, though. While Gemini Nano is getting more capable, it can’t compete with models that run on massive, high-wattage servers. That might be why some AI features, like the temporarily unavailable Daily Brief, don’t do much on the Pixels. Magic Cue, which surfaces personal data based on screen context, is probably in a similar place. Google now says that Magic Cue will get “even more helpful” thanks to the Private AI Compute system.

Pixel 10 flat

Magic Cue debuted on the Pixel 10, but it doesn’t do much yet.

Credit: Ryan Whitwam

Magic Cue debuted on the Pixel 10, but it doesn’t do much yet. Credit: Ryan Whitwam

Google has also released a Pixel feature drop today, but there aren’t many new features of note (unless you’ve been hankering for Wicked themes). As part of the update, Magic Cue will begin using the Private AI Compute system to generate suggestions. The more powerful model might be able to tease out more actionable details from your data. Google also notes the Recorder app will be able to summarize in more languages thanks to the secure cloud.

So what Google is saying here is that more of your data is being offloaded to the cloud so that Magic Cue can generate useful suggestions, which would be a change. Since launch, we’ve only seen Magic Cue appear a handful of times, and it’s not offering anything interesting when it does.

There are still reasons to use local AI, even if the cloud system has “the same security and privacy assurances,” as Google claims. An NPU offers superior latency because your data doesn’t have to go anywhere, and it’s more reliable, as AI features will still work without an Internet connection. Google believes this hybrid approach is the way forward for generative AI, which requires significant processing even for seemingly simple tasks. We can expect to see more AI features reaching out to Google’s secure cloud soon.

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google-announces-even-more-ai-in-photos-app,-powered-by-nano-banana

Google announces even more AI in Photos app, powered by Nano Banana

We’re running out of ways to tell you that Google is releasing more generative AI features, but that’s what’s happening in Google Photos today. The Big G is finally making good on its promise to add its market-leading Nano Banana image-editing model to the app. The model powers a couple of features, and it’s not just for Google’s Android platform. Nano Banana edits are also coming to the iOS version of the app.

Nano Banana started making waves when it appeared earlier this year as an unbranded demo. You simply feed the model an image and tell it what edits you want to see. Google said Nano Banana was destined for the Photos app back in October, but it’s only now beginning the rollout. The Photos app already had conversational editing in the “Help Me Edit” feature, but it was running an older non-fruit model that produced inferior results. Nano Banana editing will produce AI slop, yes, but it’s better slop.

Nano Banana in Help me edit

Google says the updated Help Me Edit feature has access to your private face groups, so you can use names in your instructions. For example, you could type “Remove Riley’s sunglasses,” and Nano Banana will identify Riley in the photo (assuming you have a person of that name saved) and make the edit without further instructions. You can also ask for more fantastical edits in Help Me Edit, changing the style of the image from top to bottom.

Google announces even more AI in Photos app, powered by Nano Banana Read More »

oddest-chatgpt-leaks-yet:-cringey-chat-logs-found-in-google-analytics-tool

Oddest ChatGPT leaks yet: Cringey chat logs found in Google analytics tool


ChatGPT leaks seem to confirm OpenAI scrapes Google, expert says.

Credit: Aurich Lawson | Getty Images

For months, extremely personal and sensitive ChatGPT conversations have been leaking into an unexpected destination: Google Search Console (GSC), a tool that developers typically use to monitor search traffic, not lurk private chats.

Normally, when site managers access GSC performance reports, they see queries based on keywords or short phrases that Internet users type into Google to find relevant content. But starting this September, odd queries, sometimes more than 300 characters long, could also be found in GSC. Showing only user inputs, the chats appeared to be from unwitting people prompting a chatbot to help solve relationship or business problems, who likely expected those conversations would remain private.

Jason Packer, owner of an analytics consulting firm called Quantable, was among the first to flag the issue in a detailed blog last month.

Determined to figure out what exactly was causing the leaks, he teamed up with “Internet sleuth” and web optimization consultant Slobodan Manić. Together, they conducted testing that they believe may have surfaced “the first definitive proof that OpenAI directly scrapes Google Search with actual user prompts.” Their investigation seemed to confirm the AI giant was compromising user privacy, in some cases in order to maintain engagement by seizing search data that Google otherwise wouldn’t share.

OpenAI declined Ars’ request to confirm if Packer and Manić’s theory posed in their blog was correct or answer any of their remaining questions that could help users determine the scope of the problem.

However, an OpenAI spokesperson confirmed that the company was “aware” of the issue and has since “resolved” a glitch “that temporarily affected how a small number of search queries were routed.”

Packer told Ars that he’s “very pleased that OpenAI was able to resolve the issue quickly.” But he suggested that OpenAI’s response failed to confirm whether or not OpenAI was scraping Google, and that leaves room for doubt that the issue was completely resolved.

Google declined to comment.

“Weirder” than prior ChatGPT leaks

The first odd ChatGPT query to appear in GSC that Packer reviewed was a wacky stream-of-consciousness from a likely female user asking ChatGPT to assess certain behaviors to help her figure out if a boy who teases her had feelings for her. Another odd query seemed to come from an office manager sharing business information while plotting a return-to-office announcement.

These were just two of 200 odd queries—including “some pretty crazy ones,” Packer told Ars—that he reviewed on one site alone. In his blog, Packer concluded that the queries should serve as “a reminder that prompts aren’t as private as you think they are!”

Packer suspected that these queries were connected to reporting from The Information in August that cited sources claiming OpenAI was scraping Google search results to power ChatGPT responses. Sources claimed that OpenAI was leaning on Google to answer prompts to ChatGPT seeking information about current events, like news or sports.

OpenAI has not confirmed that it’s scraping Google search engine results pages (SERPs). However, Packer thinks his testing of ChatGPT leaks may be evidence that OpenAI not only scrapes “SERPs in general to acquire data,” but also sends user prompts to Google Search.

Manić helped Packer solve a big part of the riddle. He found that the odd queries were turning up in one site’s GSC because it ranked highly in Google Search for “https://openai.com/index/chatgpt/”—a ChatGPT URL that was appended at the start of every strange query turning up in GSC.

It seemed that Google had tokenized the URL, breaking it up into a search for keywords “openai + index + chatgpt.” Sites using GSC that ranked highly for those keywords were therefore likely to encounter ChatGPT leaks, Parker and Manić proposed, including sites that covered prior ChatGPT leaks where chats were being indexed in Google search results. Using their recommendations to seek out queries in GSC, Ars was able to verify similar strings.

“Don’t get confused though, this is a new and completely different ChatGPT screw-up than having Google index stuff we don’t want them to,” Packer wrote. “Weirder, if not as serious.”

It’s unclear what exactly OpenAI fixed, but Packer and Manić have a theory about one possible path for leaking chats. Visiting the URL that starts every strange query found in GSC, ChatGPT users encounter a prompt box that seemed buggy, causing “the URL of that page to be added to the prompt.” The issue, they explained, seemed to be that:

Normally ChatGPT 5 will choose to do a web search whenever it thinks it needs to, and is more likely to do that with an esoteric or recency-requiring search. But this bugged prompt box also contains the query parameter ‘hints=search’ to cause it to basically always do a search: https://chatgpt.com/?hints=search&openaicom_referred=true&model=gpt-5

Clearly some of those searches relied on Google, Packer’s blog said, mistakenly sending to GSC “whatever” the user says in the prompt box, with “https://openai.com/index/chatgpt/” text added to the front of it.” As Packer explained, “we know it must have scraped those rather than using an API or some kind of private connection—because those other options don’t show inside GSC.”

This means “that OpenAI is sharing any prompt that requires a Google Search with both Google and whoever is doing their scraping,” Packer alleged. “And then also with whoever’s site shows up in the search results! Yikes.”

To Packer, it appeared that “ALL ChatGPT prompts” that used Google Search risked being leaked during the past two months.

OpenAI claimed only a small number of queries were leaked but declined to provide a more precise estimate. So, it remains unclear how many of the 700 million people who use ChatGPT each week had prompts routed to GSC.

OpenAI’s response leaves users with “lingering questions”

After ChatGPT prompts were found surfacing in Google’s search index in August, OpenAI clarified that users had clicked a box making those prompts public, which OpenAI defended as “sufficiently clear.” The AI firm later scrambled to remove the chats from Google’s SERPs after it became obvious that users felt misled into sharing private chats publicly.

Packer told Ars that a major difference between those leaks and the GSC leaks is that users harmed by the prior scandal, at least on some level, “had to actively share” their leaked chats. In the more recent case, “nobody clicked share” or had a reasonable way to prevent their chats from being exposed.

“Did OpenAI go so fast that they didn’t consider the privacy implications of this, or did they just not care?” Packer posited in his blog.

Perhaps most troubling to some users—whose identities are not linked in chats unless their prompts perhaps share identifying information—there does not seem to be any way to remove the leaked chats from GSC, unlike the prior scandal.

Packer and Manić are left with “lingering questions” about how far OpenAI’s fix will go to stop the issue.

Manić was hoping OpenAI might confirm if prompts entered on https://chatgpt.com that trigger Google Search were also affected. But OpenAI did not follow up on that question, or a broader question about how big the leak was. To Manić, a major concern was that OpenAI’s scraping may be “contributing to ‘crocodile mouth’ in Google Search Console,” a troubling trend SEO researchers have flagged that causes impressions to spike but clicks to dip.

OpenAI also declined to clarify Packer’s biggest question. He’s left wondering if the company’s “fix” simply ended OpenAI’s “routing of search queries, such that raw prompts are no longer being sent to Google Search, or are they no longer scraping Google Search at all for data?

“We still don’t know if it’s that one particular page that has this bug or whether this is really widespread,” Packer told Ars. “In either case, it’s serious and just sort of shows how little regard OpenAI has for moving carefully when it comes to privacy.”

Photo of Ashley Belanger

Ashley is a senior policy reporter for Ars Technica, dedicated to tracking social impacts of emerging policies and new technologies. She is a Chicago-based journalist with 20 years of experience.

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gemini-deep-research-comes-to-google-finance,-backed-by-prediction-market-data

Gemini Deep Research comes to Google Finance, backed by prediction market data

Bet on it

Financial markets can turn on a dime, and AI can’t predict the future. However, Google seems to think that people make smart predictions in aggregate when there’s money on the line. That’s why, as part of the Finance update, Google has partnered with Kalshi and Polymarket, the current leaders in online prediction markets.

These platforms let people place bets on, well, just about anything. If you have a hunch when Google will release Gemini 3.0, when the government shutdown will end, or the number of Tweets Elon Musk will post this month, you can place a wager on it. Maybe you’ll earn money, but more likely, you’ll lose it—only 12.7 percent of crypto wallets on Polymarket show profits.

Google Finance prediction markets

Credit: Google

Google says it will get fresh prediction data from both sites, which will allow Gemini to speculate on the future with “the wisdom of crowds.” Google suggests you could type “What will GDP growth be for 2025?” into the search box. Finance will pull the latest probabilities from Kalshi and Polymarket to generate a response that could include graphs and charts based on people’s bets. Naturally, Google does not make promises as to the accuracy of these predictions.

The new AI features of Google Finance are coming to all US users in the next few weeks, and starting this week, the service will make its debut in India. Likewise, the predictions market data will arrive in the next couple of weeks. If that’s not fast enough, you can opt-in to get early access via the Google Labs page.

Gemini Deep Research comes to Google Finance, backed by prediction market data Read More »

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Google plans secret AI military outpost on tiny island overrun by crabs

Christmas Island Shire President Steve Pereira told Reuters that the council is examining community impacts before approving construction. “There is support for it, providing this data center actually does put back into the community with infrastructure, employment, and adding economic value to the island,” Pereira said.

That’s great, but what about the crabs?

Christmas Island’s annual crab migration is a natural phenomenon that Sir David Attenborough reportedly once described as one of his greatest TV moments when he visited the site in 1990.

Every year, millions of crabs emerge from the forest and swarm across roads, streams, rocks, and beaches to reach the ocean, where each female can produce up to 100,000 eggs. The tiny baby crabs that survive take about nine days to march back inland to the safety of the plateau.

While Google is seeking environmental approvals for its subsea cables, the timing could prove delicate for Christmas Island’s most famous residents. According to Parks Australia, the island’s annual red crab migration has already begun for 2025, with a major spawning event expected in just a few weeks, around November 15–16.

During peak migration times, sections of roads close at short notice as crabs move between forest and sea, and the island has built special crab bridges over roads to protect the migrating masses.

Parks Australia notes that while the migration happens annually, few baby crabs survive the journey from sea to forest most years, as they’re often eaten by fish, manta rays, and whale sharks. The successful migrations that occur only once or twice per decade (when large numbers of babies actually survive) are critical for maintaining the island’s red crab population.

How Google’s facility might coexist with 100 million marching crustaceans remains to be seen. But judging by the size of the event, it seems clear that it’s the crab’s world, and we’re just living in it.

Google plans secret AI military outpost on tiny island overrun by crabs Read More »

youtube-tv’s-disney-blackout-reminds-users-that-they-don’t-own-what-they-stream

YouTube TV’s Disney blackout reminds users that they don’t own what they stream

“I don’t know (or care) which side is responsible for this, but the DVR is not VOD, it is your recording, and shows recorded before the dispute should be available. This is a hard lesson for us all,” an apparently affected customer wrote on Reddit this week.

For current or former cable subscribers, this experience isn’t new. Carrier disputes have temporarily and permanently killed cable subscribers’ access to many channels over the years. And since the early 2000s, many cable companies have phased out DVRs with local storage in favor of cloud-based DVRs. Since then, cable companies have been able to revoke customers’ access to DVR files if, for example, the customer stopped paying for the channel from which the content was recorded. What we’re seeing with YouTube TV’s DVR feature is one of several ways that streaming services mirror cable companies.

Google exits Movies Anywhere

In a move that appears to be best described as tit for tat, Google has removed content purchased via Google Play and YouTube from Movies Anywhere, a Disney-owned unified platform that lets people access digital video purchases from various distributors, including Amazon Prime Video and Fandango.

In removing users’ content, Google may gain some leverage in its discussions with Disney, which is reportedly seeking a larger carriage fee from YouTube TV. The content removals, however, are just one more pain point of the fragmented streaming landscape customers are already dealing with.

Customers inconvenienced

As of this writing, Google and Disney have yet to reach an agreement. On Monday, Google publicly rejected Disney’s request to restore ABC to YouTube TV for yesterday’s election day, although the company showed a willingness to find a way to quickly bring back ABC and ESPN (“the channels that people want,” per Google). Disney has escalated things by making its content unavailable to rent or purchase from all Google platforms.

Google is trying to appease customers by saying it will give YouTube TV subscribers a $20 credit if Disney “content is unavailable for an extended period of time.” Some people online have reported receiving a $10 credit already.

Regardless of how this saga ends, the immediate effects have inconvenienced customers of both companies. People subscribe to streaming services and rely on digital video purchases and recordings for easy, instant access, which Google and Disney’s disagreement has disrupted. The squabble has also served as another reminder that in the streaming age, you don’t really own anything.

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if-you-want-to-satiate-ai’s-hunger-for-power,-google-suggests-going-to-space

If you want to satiate AI’s hunger for power, Google suggests going to space


Google engineers think they already have all the pieces needed to build a data center in orbit.

With Project Suncatcher, Google will test its Tensor Processing Units on satellites. Credit: Google

It was probably always when, not if, Google would add its name to the list of companies intrigued by the potential of orbiting data centers.

Google announced Tuesday a new initiative, named Project Suncatcher, to examine the feasibility of bringing artificial intelligence to space. The idea is to deploy swarms of satellites in low-Earth orbit, each carrying Google’s AI accelerator chips designed for training, content generation, synthetic speech and vision, and predictive modeling. Google calls these chips Tensor Processing Units, or TPUs.

“Project Suncatcher is a moonshot exploring a new frontier: equipping solar-powered satellite constellations with TPUs and free-space optical links to one day scale machine learning compute in space,” Google wrote in a blog post.

“Like any moonshot, it’s going to require us to solve a lot of complex engineering challenges,” Google’s CEO, Sundar Pichai, wrote on X. Pichai noted that Google’s early tests show the company’s TPUs can withstand the intense radiation they will encounter in space. “However, significant challenges still remain like thermal management and on-orbit system reliability.”

The why and how

Ars reported on Google’s announcement on Tuesday, and Google published a research paper outlining the motivation for such a moonshot project. One of the authors, Travis Beals, spoke with Ars about Project Suncatcher and offered his thoughts on why it just might work.

“We’re just seeing so much demand from people for AI,” said Beals, senior director of Paradigms of Intelligence, a research team within Google. “So, we wanted to figure out a solution for compute that could work no matter how large demand might grow.”

Higher demand will lead to bigger data centers consuming colossal amounts of electricity. According to the MIT Technology Review, AI alone could consume as much electricity annually as 22 percent of all US households by 2028. Cooling is also a problem, often requiring access to vast water resources, raising important questions about environmental sustainability.

Google is looking to the sky to avoid potential bottlenecks. A satellite in space can access an infinite supply of renewable energy and an entire Universe to absorb heat.

“If you think about a data center on Earth, it’s taking power in and it’s emitting heat out,” Beals said. “For us, it’s the satellite that’s doing the same. The satellite is going to have solar panels … They’re going to feed that power to the TPUs to do whatever compute we need them to do, and then the waste heat from the TPUs will be distributed out over a radiator that will then radiate that heat out into space.”

Google envisions putting a legion of satellites into a special kind of orbit that rides along the day-night terminator, where sunlight meets darkness. This north-south, or polar, orbit would be synchronized with the Sun, allowing a satellite’s power-generating solar panels to remain continuously bathed in sunshine.

“It’s much brighter even than the midday Sun on Earth because it’s not filtered by Earth’s atmosphere,” Beals said.

This means a solar panel in space can produce up to eight times more power than the same collecting area on the ground, and you don’t need a lot of batteries to reserve electricity for nighttime. This may sound like the argument for space-based solar power, an idea first described by Isaac Asimov in his short story Reason published in 1941. But instead of transmitting the electricity down to Earth for terrestrial use, orbiting data centers would tap into the power source in space.

“As with many things, the ideas originate in science fiction, but it’s had a number of challenges, and one big one is, how do you get the power down to Earth?” Beals said. “So, instead of trying to figure out that, we’re embarking on this moonshot to bring [machine learning] compute chips into space, put them on satellites that have the solar panels and the radiators for cooling, and then integrate it all together so you don’t actually have to be powered on Earth.”

SpaceX is driving down launch costs, thanks to reusable rockets and an abundant volume of Starlink satellite launches. Credit: SpaceX

Google has a mixed record with its ambitious moonshot projects. One of the most prominent moonshot graduates is the self-driving car kit developer Waymo, which spun out to form a separate company in 2016 and is now operational. The Project Loon initiative to beam Internet signals from high-altitude balloons is one of the Google moonshots that didn’t make it.

Ars published two stories last week on the promise of space-based data centers. One of the startups in this field, named Starcloud, is partnering with Nvidia, the world’s largest tech company by market capitalization, to build a 5 gigawatt orbital data center with enormous solar and cooling panels approximately 4 kilometers (2.5 miles) in width and length. In response to that story, Elon Musk said SpaceX is pursuing the same business opportunity but didn’t provide any details. It’s worth noting that Google holds an estimated 7 percent stake in SpaceX.

Strength in numbers

Google’s proposed architecture differs from that of Starcloud and Nvidia in an important way. Instead of putting up just one or a few massive computing nodes, Google wants to launch a fleet of smaller satellites that talk to one another through laser data links. Essentially, a satellite swarm would function as a single data center, using light-speed interconnectivity to aggregate computing power hundreds of miles over our heads.

If that sounds implausible, take a moment to think about what companies are already doing in space today. SpaceX routinely launches more than 100 Starlink satellites per week, each of which uses laser inter-satellite links to bounce Internet signals around the globe. Amazon’s Kuiper satellite broadband network uses similar technology, and laser communications will underpin the US Space Force’s next-generation data-relay constellation.

Artist’s illustration of laser crosslinks in space. Credit: TESAT

Autonomously constructing a miles-long structure in orbit, as Nvidia and Starcloud foresee, would unlock unimagined opportunities. The concept also relies on tech that has never been tested in space, but there are plenty of engineers and investors who want to try. Starcloud announced an agreement last week with a new in-space assembly company, Rendezvous Robotics, to explore the use of modular, autonomous assembly to build Starcloud’s data centers.

Google’s research paper describes a future computing constellation of 81 satellites flying at an altitude of some 400 miles (650 kilometers), but Beals said the company could dial the total swarm size to as many spacecraft as the market demands. This architecture could enable terawatt-class orbital data centers, according to Google.

“What we’re actually envisioning is, potentially, as you scale, you could have many clusters,” Beals said.

Whatever the number, the satellites will communicate with one another using optical inter-satellite links for high-speed, low-latency connectivity. The satellites will need to fly in tight formation, perhaps a few hundred feet apart, with a swarm diameter of a little more than a mile, or about 2 kilometers. Google says its physics-based model shows satellites can maintain stable formations at such close ranges using automation and “reasonable propulsion budgets.”

“If you’re doing something that requires a ton of tight coordination between many TPUs—training, in particular—you want links that have as low latency as possible and as high bandwidth as possible,” Beals said. “With latency, you run into the speed of light, so you need to get things close together there to reduce latency. But bandwidth is also helped by bringing things close together.”

Some machine-learning applications could be done with the TPUs on just one modestly sized satellite, while others may require the processing power of multiple spacecraft linked together.

“You might be able to fit smaller jobs into a single satellite. This is an approach where, potentially, you can tackle a lot of inference workloads with a single satellite or a small number of them, but eventually, if you want to run larger jobs, you may need a larger cluster all networked together like this,” Beals said.

Google has worked on Project Suncatcher for more than a year, according to Beals. In ground testing, engineers tested Google’s TPUs under a 67 MeV proton beam to simulate the total ionizing dose of radiation the chip would see over five years in orbit. Now, it’s time to demonstrate Google’s AI chips, and everything else needed for Project Suncatcher will actually work in the real environment.

Google is partnering with Planet, the Earth-imaging company, to develop a pair of small prototype satellites for launch in early 2027. Planet builds its own satellites, so Google has tapped it to manufacture each spacecraft, test them, and arrange for their launch. Google’s parent company, Alphabet, also has an equity stake in Planet.

“We have the TPUs and the associated hardware, the compute payload… and we’re bringing that to Planet,” Beals said. “For this prototype mission, we’re really asking them to help us do everything to get that ready to operate in space.”

Beals declined to say how much the demo slated for launch in 2027 will cost but said Google is paying Planet for its role in the mission. The goal of the demo mission is to show whether space-based computing is a viable enterprise.

“Does it really hold up in space the way we think it will, the way we’ve tested on Earth?” Beals said.

Engineers will test an inter-satellite laser link and verify Google’s AI chips can weather the rigors of spaceflight.

“We’re envisioning scaling by building lots of satellites and connecting them together with ultra-high bandwidth inter-satellite links,” Beals said. “That’s why we want to launch a pair of satellites, because then we can test the link between the satellites.”

Evolution of a free-fall (no thrust) constellation under Earth’s gravitational attraction, modeled to the level of detail required to obtain Sun-synchronous orbits, in a non-rotating coordinate system. Credit: Google

Getting all this data to users on the ground is another challenge. Optical data links could also route enormous amounts of data between the satellites in orbit and ground stations on Earth.

Aside from the technical feasibility, there have long been economic hurdles to fielding large satellite constellations. But SpaceX’s experience with its Starlink broadband network, now with more than 8,000 active satellites, is proof that times have changed.

Google believes the economic equation is about to change again when SpaceX’s Starship rocket comes online. The company’s learning curve analysis shows launch prices could fall to less than $200 per kilogram by around 2035, assuming Starship is flying about 180 times per year by then. This is far below SpaceX’s stated launch targets for Starship but comparable to SpaceX’s proven flight rate with its workhorse Falcon 9 rocket.

It’s possible there could be even more downward pressure on launch costs if SpaceX, Nvidia, and others join Google in the race for space-based computing. The demand curve for access to space may only be eclipsed by the world’s appetite for AI.

“The more people are doing interesting, exciting things in space, the more investment there is in launch, and in the long run, that could help drive down launch costs,” Beals said. “So, it’s actually great to see that investment in other parts of the space supply chain and value chain. There are a lot of different ways of doing this.”

Photo of Stephen Clark

Stephen Clark is a space reporter at Ars Technica, covering private space companies and the world’s space agencies. Stephen writes about the nexus of technology, science, policy, and business on and off the planet.

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google-settlement-with-epic-caps-play-store-fees,-boosts-other-android-app-stores

Google settlement with Epic caps Play Store fees, boosts other Android app stores

Under the terms, Google agrees to implement a system in the next version of Android that will give third-party app stores a way to become officially registered as an application source. These “Registered App Stores” will be installable from websites with a single click and without the alarming warnings that accompany traditional sideloads. Again, this will be supported globally rather than only in the US, as the previous order required.

The motion filed with the court doesn’t include much detail on how Registered App Stores will operate once installed. Given Epic’s aversion to the scare screens that appear when sideloading apps, installs managed by registered third-party stores may also be low-friction. The Play Store can install apps without forcing the user to clear a bunch of warnings, and it can update apps automatically. We may see similar capabilities for third parties once Google adds the promised support in the next version of Android.

epic harmful installation

This is the kind of “friction” the settlement would avoid.

Credit: Ryan Whitwam

This is the kind of “friction” the settlement would avoid. Credit: Ryan Whitwam

Importantly, Google is allowed to create “reasonable requirements” for certifying these app stores. Reviews may be carried out, and Google can charge fees for that process; however, the fees cannot be revenue-dependent.

The changes detailed in the settlement are not as wide-ranging as Judge Donato’s original order but still mark a shift toward openness. Third-party app stores are getting a boost, developers will enjoy lower fees, and Google won’t drag the process out for years. The parties claim in their joint motion that the agreement does not seek to undo the jury verdict or sidestep the court’s previous order. Rather, it aims to reinforce the court’s intent while eliminating potential delays in realigning the app market.

Google and Epic are going to court on Thursday to ask Judge Donato to approve the settlement, and Google could put the billing changes into practice by late this year. The app store changes would come around June next year when we expect Android 17 to begin rolling out. However, Google’s Android Canary and Beta releases may offer a glimpse of this system earlier in 2026.

Google settlement with Epic caps Play Store fees, boosts other Android app stores Read More »