Mon, Nov. 21, 5:26 PM
- Google grants funding for the Montreal Institute for Learning Algorithms, with a highlighted aim of solving "some of the biggest challenges in machine learning and AI, including applications in the realm of systems that can understand and generate natural language."
- Beyond the grant, a deep learning and AI research group, associated with the Google Brain team in California, is also opening within the company's (GOOG, GOOGL) Montreal office.
Fri, Nov. 18, 9:15 AM
- Considered potentially similar in aim to Google's (GOOG, GOOGL) TensorFlow open source library for machine learning.
- The report rounds out a week of related developments in the realm of artificial intelligence and cloud integrations from competitors Microsoft (NASDAQ:MSFT) and Google as the group overall looks to expand cloud potential even further.
- This week: Google, Intel form enterprise cloud alliance / Baird notes Google distinction among artificially-intelligent cloud contenders / Google bolstering attention on AI, cloud synergies / Microsoft ramps focus on Azure's AI role / Nvidia, Microsoft collaborating on enterprise AI / Google Cloud Machine Learning family grows with new API, editions and pricing
Thu, Nov. 17, 11:56 AM
- Google (GOOG, GOOGL) and Intel (INTC +0.3%) have worked on datacenter processor technology before, and are expanding on that relationship today to guide customer transition from legacy infrastructure to cloud solutions.
- Areas of focus include optimization of Kubernetes for Intel architecture, TensorFlow (machine learning) performance improvements on Intel chips, development of a secure IoT platform enabling connection of Intel edge devices to Google Cloud Platform and overall strengthened security integrations between Intel hardware and Google infrastructure.
- With this development the latest among a grouping of others in recent days, Google continues to ramp attention on its cloud contribution as it looks to take greater share in a market to this point predominantly led by Amazon and Microsoft.
- This week: Baird notes Google distinction among artificially-intelligent cloud contenders / Google bolstering attention on AI, cloud synergies / Microsoft ramps focus on Azure's AI role / Nvidia, Microsoft collaborating on enterprise AI / Google Cloud Machine Learning family grows with new API, editions and pricing
Thu, Nov. 17, 11:20 AM
- On the post-election downtrend in the technology sector, Gene Munster, "would be buying the fear priced into internet mega-caps," noting concerns over the incoming U.S. administration are "largely extrapolated from sound bites that are unlikely to manifest." Believes potential net neutrality rollbacks, H1-B visa limitations and other speculative headwinds to remain unrealized.
- Since Election Day – Facebook (NASDAQ:FB) -6%, Amazon (NASDAQ:AMZN) -4.5%, Alphabet -2.6% (GOOG), -3.3% (GOOGL), Netflix (NASDAQ:NFLX) -6.7%
- Further: "Amazon, Alphabet, Facebook, and Netflix have clear, long-term tailwinds for revenue and earnings growth; in our opinion, on long-term valuation frameworks each looks attractively priced. Moreover, as investors roll their focus to 2018 estimates for their valuation frameworks these companies look remarkably attractive relative to broader tech and the market."
- Concludes that "long-term investors should use this pullback as an opportunity to buy long-term secular winners at discounted valuations."
Wed, Nov. 16, 4:16 PM
- As fusion of artificial intelligence and machine learning with enterprise cloud services remains in focus, Colin Sebastian of Baird sees Google Cloud Platform possibly differentiating from Amazon's AWS and Microsoft's Azure, noting advanced machine learning applications have already been on display at Google through search, voice recognition, language translation, image recognition, data center power usage and other initiatives. Differentiations, and of course advantages, are undoubtedly sought at each as cloud competition, and associated contests to successfully embed AI within related technologies, continue at a fierce rate.
- Further notes growing need for high-volume data set value extraction, an area he considers Google to be favorably positioned in.
- Outperform Alphabet (GOOG, GOOGL) rating consequently reissued.
- Yesterday: Google bolstering attention on AI, cloud synergies / Microsoft ramps focus on Azure's AI role / Nvidia, Microsoft collaborating on enterprise AI / Google Cloud Machine Learning family grows with new API, editions and pricing
Wed, Nov. 16, 3:11 PM
- Sundar Pichai (GOOG, GOOGL) and Margrethe Vestager, the agency's competition commissioner, will meet on Friday. Guenther Oettinger, the European Commissioner for Digital Economy and Society, will also be in attendance. Pichai had formerly met with both earlier in the year.
- The meeting comes amid Google's recent refutations of each of the various charges involving Android, shopping and advertising practices the European Commission had levied against the company.
- Related (November 10): Google files response to European Commission's charges on Android
- Related (November 3): Google begins filing responses with European Commission, rejects shopping case arguments
Wed, Nov. 16, 1:02 PM
- Regarding the Linux Foundation, Microsoft (MSFT +0.8%) joins as a Platinum member, representing a stark departure from the company's previously held viewpoint on the open-source operating system model. The company, however, has increased participation and focus within and on the open-source community of late.
- Google (GOOG, GOOGL), meanwhile, becomes a member of the .NET Foundation's Technical Steering Group, joining other participants in the Microsoft-initiated organization and further highlighting a growing focus on open development.
- Samsung Electronics (OTC:SSNLF), already inclusive of .NET, is thirdly highlighted in today's announcement to be making available a preview of Visual Studio Tools for Tizen, which target developers and enable the construction of .NET apps across Samsung Electronics TVs, wearables, mobile devices and other various IoT devices.
Tue, Nov. 15, 4:07 PM
- Something Microsoft's (NASDAQ:MSFT) similarly focused on, announcing developments of its own in the area today as well.
- Google (GOOG, GOOGL) has revealed formation of a new group for Google Cloud, and hired Stanford's' Artificial Intelligence director and Snap's research head, while citing strong focus on machine learning and artificial intelligence. Organization of the group is unclear at present, though an internal group at Microsoft, with similar intentions of "democratizing artificial intelligence", was formed in late September.
- As major cloud players vie for consideration as top candidates in the space, artificial intelligence and associated fields are emerging as necessary components of their respective strategies.
Tue, Nov. 15, 1:38 PM
- To be located in London on land the company already owns, originally intended for such a development. Prior designs, however, had been reportedly rejected. Resulting accommodation for up to 7K employees across the country is cited, up from 4K currently.
- Google CEO (GOOG, GOOGL) Sundar Pichai notes, without going into detail, complex "secondary effects" the United Kingdom's departure from the European Union may cause longer term, though remains optimistic on the former nonetheless. Further: "We see big opportunities here. This is a big commitment from us - we have some of the best talent in the world in the UK and to be able to build great products from here sets us up well for the long term."
- While some concern over the EU referendum had materialized regarding potential investment in the country, doubts at present have been consequently mitigated.
Mon, Nov. 14, 6:45 PM
- As concern around the surfacing of inaccurate or otherwise misreported content across Google, Facebook (NASDAQ:FB) and elsewhere remains in focus.
- Google (GOOG, GOOGL): "Moving forward, we will restrict ad serving on pages that misrepresent, misstate, or conceal information about the publisher, the publisher's content, or the primary purpose of the web property."
- How exactly Google plans to execute on the intentions, however, remains to be showcased.
- Facebook, also a target amid the controversy, defends its position, though notes the company intends to improve further going forward as it relates to the complicated and sensitive matter of judging content true or false.
Fri, Nov. 11, 2:37 AM
- Snowed under by formal EU antitrust charges leveled at three different areas of its business, Alphabet's Google (GOOG, GOOGL) filed its official response to allegations against its mobile OS.
- "Android hasn't hurt competition, it's expanded it," general counsel Kent Walker declared.
- If the EU deems Google guilty, the regulator could impose hefty fines, require it to overhaul its business and would likely face costs associated with years of legal battles.
Thu, Nov. 10, 12:57 PM
- As major U.S.-based companies Apple (AAPL -2.6%), Amazon (AMZN -4.8%), Facebook (FB -2.4%), Alphabet (GOOG, GOOGL), Microsoft (MSFT -2.6%) and Netflix (NFLX -5.9%) trade substantially and uniformly off on the day in stark comparison to rallies ongoing in other sectors, observations on root causes vary.
- Theories involve uncertain anticipated adjustments to foreign trade policies, possible domestic regulation modifications, run-ups in the sector prior to Election Day sparking a resulting sell-off, natural portfolio restructuring and campaign rhetoric that is unclear at this point how material it may eventually prove to become.
- The sector remains on close watch until volatility and heavy movement into the red on a near-term basis subsides and implications of a transitioning U.S. government become more clear.
Thu, Nov. 10, 10:35 AM
- Subsequent issuing replies disputing charges by the agency involving certain shopping and advertising practices adopted by Google.
- Today, similar disagreement to a separate Android-related case has been submitted, with the company particularly highlighting competition between the operating system and Apple's iOS (a factor which Google claims the European Commission's case is based on), the system's open-source model and its focus on developers, a combination of which Google asserts results in a "multi-lane highway of choice."
- Further discourse regarding the cases is expected, though for the time being, Google's (GOOG, GOOGL) addressed and essentially rejected the charges the European Commission has laid forth in each.
Wed, Nov. 9, 4:58 AM
- Donald Trump's call for a repatriation holiday of 10% for the more than two trillion dollars in corporate cash parked overseas is now closer to reality.
- He has also promised the biggest tax revolution since Ronald Reagan, pledging that no American business would pay more than 15% of their profits in tax, compared with a current maximum of 35%.
- Top 10 U.S. companies with cash overseas: MSFT, GE, AAPL, PFE, IBM, MRK, GOOG, GOOGL, JNJ, CSCO, XOM
Wed, Nov. 9, 1:49 AM
- A Google drone might deliver your Chipotle burrito, but it looks like it won't deliver your Starbucks coffee (NASDAQ:SBUX).
- The Project Wing drone delivery program, now a part of Alphabet (GOOG, GOOGL), has scrapped a Starbucks partnership as part of a cost-cutting move, sources told Bloomberg.
- The budget cuts also mean a hiring freeze and an attempt to shift employees to other projects.
Tue, Nov. 8, 3:58 PM
- Within search results and in over 30 languages, details on U.S. Presidential, Senatorial, Congressional, Gubernatorial and state-level referenda and propositions to be presented.
- Additionally, on YouTube, live coverage from NBC, PBS, Bloomberg, Telemundo and The Young Turks will run.
- Despite awaited election outcomes, Google's (GOOG, GOOGL) already notched a victory in the 2016 cycle in the form of 20M+ viewing hours of debate streams within just the last few weeks and through what's sure to have been for the duration of the process and into this evening, its position as one of the major destinations for related results and updates.