WS #10621
Google is losing two more AI researchers to Anthropic and delaying Gemini 3.5 Pro launch to July, compounding competitive erosion in AI leadership. Qualcomm announces custom silicon revenue starting Q1 2027, data center CPU in mid-2028, and wins Meta as a customer for data center CPUs. Meta plans to launch Arena, an AI-powered prediction market app, competing with Kalshi and Polymarket.
Google AI talent drain and Gemini delay
Google is losing two more AI researchers to Anthropic and delaying Gemini 3.5 Pro launch to July, compounding competitive erosion in AI leadership.
Qualcomm announces custom silicon revenue starting Q1 2027, data center CPU in mid-2028, and wins Meta as a customer for data center CPUs.
Meta plans to launch Arena, an AI-powered prediction market app, competing with Kalshi and Polymarket.