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Google restricts its new Gemini 4 Carbon cybersecurity model to experts, Microsoft reports $10 billion in OpenAI revenue, and Alphabet's search queries grow alongside AI investments.
- Google DeepMind Releases Gemini 4 Carbon for Cyber Defense Workflows — Google has launched a specialized frontier model optimized for coding and security. Access is currently limited to vetted experts despite high scores on industry benchmarks.
- Microsoft Reports $92.3 Billion Revenue and Details OpenAI Financials — Microsoft generated $10 billion from OpenAI arrangements during its first fiscal quarter. The company also disclosed $33.2 billion in raw Azure revenue.
- Alphabet Reports $127.6 Billion Revenue Amid Rising AI Search Volume — Alphabet's third-quarter results show year-over-year query growth reaching a recent high. The company is expanding AI search ads globally as search volume accelerates.
- Google Integrates Gemini into Chrome for Contextual Autofill — Chrome users can now permit Gemini to extract structured data from their Gmail inbox. The integration fills out complex web forms using personal communication context.
- Guidewire Acquires Hyperexponential for $1.7 Billion to Automate Insurance Underwriting — The all-cash acquisition aims to integrate AI agents into the insurance sector. The agents will work alongside human underwriters to assist with complex pricing models.
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