In statements made by investigators, the video was apparently “recovered from residual data located in backend systems.” It’s unclear how long such data is retained or how easy it is for Google to access it. Some reports claim that it took several days for Google to recover the data.

In large-scale enterprise storage solutions, “deleted” for the user doesn’t always mean that the data is gone. Data that is no longer needed is often compressed and overwritten only as needed. In the meantime, it may be possible to recover the data. That’s something a company like Google could decide to do on its own, or it could be compelled to perform the recovery by a court order. In the Guthrie case, it sounds like Google was voluntarily cooperating with the investigation, which makes sense. Publishing video of the alleged perpetrator could be a major breakthrough as investigators seek help from the public.

It’s not your cloud

There is a temptation to ascribe some malicious intent to Google’s video storage setup. After all, this video expired after three hours, but here it is nine days later. That feels a bit suspicious on the surface, particularly for a company that is so focused on training AI models that feed on video.

We have previously asked Google to explain how it uses Nest to train AI models, and the company claims it does not incorporate user videos into training data, but the way you interact with the service and with your videos is fair game. “We may use your inputs, including prompts and feedback, usage, and outputs from interactions with AI features to further research, tune, and train Google’s generative models, machine learning technologies, and related products and services,” Google said.

https://arstechnica.com/google/2026/02/google-recovers-deleted-nest-video-in-high-profile-abduction-case/

Do you feel popular? There are people on the Internet who want to know all about you! Unfortunately, they don’t have the best of intentions, but Google has some handy tools to address that, and they’ve gotten an upgrade today. The “Results About You” tool can now detect and remove more of your personal information. Plus, the tool for removing non-consensual explicit imagery (NCEI) is faster to use. All you have to do is tell Google your personal details first—that seems safe, right?

With today’s upgrade, Results About You gains the ability to find and remove pages that include ID numbers like your passport, driver’s license, and Social Security. You can access the option to add these to Google’s ongoing scans from the settings in Results About You. Just click in the ID numbers section to enable detection.

Naturally, Google has to know what it’s looking for to remove it. So you need to provide at least part of those numbers. Google asks for the full driver’s license number, which is fine, as it’s not as sensitive. For your passport and SSN, you only need the last four digits, which is enough for Google to find the full numbers on webpages.

The NCEI tool is geared toward hiding real, explicit images as well as deepfakes and other types of artificial sexualized content. This kind of content is rampant on the Internet right now due to the rapid rise of AI. What used to require Photoshop skills is now just a prompt away, and some AI platforms hardly do anything to prevent it.

https://arstechnica.com/gadgets/2026/02/upgraded-google-safety-tools-can-now-find-and-remove-more-of-your-personal-info/

Tony Trzcinka, a US-based senior portfolio manager at Impax Asset Management, which purchased Alphabet’s bonds last year, said he skipped Monday’s offering because of insufficient yields and concerns about overexposure to companies with complex financial obligations tied to AI investments.

“It wasn’t worth it to swap into new ones,” Trzcinka said. “We’ve been very conscious of our exposure to these hyperscalers and their capex budgets.”

Big Tech companies and their suppliers are expected to invest almost $700 billion in AI infrastructure this year and are increasingly turning to the debt markets to finance the giant data center build-out.

Alphabet in November sold $17.5 billion of bonds in the US including a 50-year bond—the longest-dated dollar bond sold by a tech group last year—and raised €6.5 billion on European markets.

Oracle last week raised $25 billion from a bond sale that attracted more than $125 billion of orders.

Alphabet, Amazon, and Meta all increased their capital expenditure plans during their most recent earnings reports, prompting questions about whether they will be able to fund the unprecedented spending spree from their cash flows alone.

Last week, Google’s parent company reported annual sales that topped $400 billion for the first time, beating investors’ expectations for revenues and profits in the most recent quarter. It said it planned to spend as much as $185 billion on capex this year, roughly double last year’s total, to capitalize on booming demand for its Gemini AI assistant.

Alphabet’s long-term debt jumped to $46.5 billion in 2025, up more than four times the previous year, though it held cash and equivalents of $126.8 billion at the year-end.

Investor demand was the strongest on the shortest portion of Monday’s deal, with a three-year offering pricing at only 0.27 percentage points above US Treasuries, versus 0.6 percentage points during initial price discussions, said people familiar with the deal.

The longest portion of the offering, a 40-year bond, is expected to yield 0.95 percentage points over US Treasuries, down from 1.2 percentage points during initial talks, the people said.

Bank of America, Goldman Sachs, and JPMorgan are the bookrunners on the bond sales across three currencies. All three declined to comment or did not immediately respond to requests for comment.

Alphabet did not immediately respond to a request for comment.

© 2026 The Financial Times Ltd. All rights reserved. Not to be redistributed, copied, or modified in any way.

https://arstechnica.com/gadgets/2026/02/alphabet-selling-very-rare-100-year-bunds-to-help-fund-ai-investment/

The app’s lyrics feature allows listeners to follow along as the song plays. However, only the first few lines are visible once free users in the test hit the lyric cut-off. After that, the lyrics are blurred. Users who want to keep seeing lyrics are advised to upgrade to a premium account, which costs $14 for both YouTube video and music or $11 for music only. The subscription also removes ads and adds features like downloads and higher-quality video streams.

The new paywall in YouTube Music.

Credit: /u/MrYeet22836 and /u/Vegetable_Common188

This change is not without precedent. Spotify began restricting access to lyrics for free users in 2024. However, the response was so ferociously negative that the company backtracked and restored lyric access to those on ad-supported accounts. YouTube Music doesn’t have the same reach as Spotify, which may help soften the social media shame. Many subscribers are also getting the premium service just because they’re paying for ad-free YouTube and may never know there’s been a change to lyric availability.

As Google has ratcheted up restrictions on free YouTube accounts, the service has only made more money. In Google’s most recent earnings report, it reported $60 billion in YouTube revenue across both ads and subscriptions (both YouTube Premium and YouTube TV). That’s almost $10 billion more than last year.

Lyrics in YouTube Music are provided by third parties that Google has to pay, so it’s not surprising that Google is looking for ways to cover the cost. It is, however, a little surprising that the company hasn’t just used AI to generate lyrics for free. Google has recently tested the patience of YouTube users with a spate of AI features, like unannounced AI upscaling, fake DJs, and comment summaries.

This story was updated with Google’s response. 

https://arstechnica.com/google/2026/02/google-locks-youtube-music-lyrics-behind-paywall/

On the road with AI

The Waymo World Model is not just a straight port of Genie 3 with dashcam videos stuffed inside. Waymo and DeepMind used a specialized post-training process to make the new model generate both 2D video and 3D lidar outputs of the same scene. While cameras are great for visualizing fine details, Waymo says lidar is necessary to add critical depth information to what a self-driving car “sees” on the road—maybe someone should tell Tesla about that.

Using a world model allows Waymo to take video from its vehicles and use prompts to change the route the vehicle takes, which it calls driving action control. These simulations, which come with lidar maps, reportedly offer greater realism and consistency than older reconstructive simulation methods.

This model can also help improve the self-driving AI even without adding or removing everything. There are plenty of dashcam videos available for training self-driving vehicles, but they lack the multimodal sensor data of Waymo’s vehicles. Dropping such a video into the Waymo World Model generates matching sensor data, showing how the driving AI would have seen that situation.

While the Waymo World Model can create entirely synthetic scenes, the company seems mostly interested in “mutating” the conditions in real videos. The blog post contains examples of changing the time of day or weather, adding new signage, or placing vehicles in unusual places. Or, hey, why not an elephant in the road?

Waymo’s early test cities were consistently sunny (like Phoenix) with little inclement weather. These kinds of simulations could help the cars adapt to the more varied conditions. The new markets include places with more difficult conditions, including Boston and Washington, D.C.

Of course, the benefit of the new AI model will depend on how accurately Genie 3 can simulate the real world. The test videos we’ve seen of Genie 3 run the gamut from pretty believable to uncanny valley territory, but Waymo believes the technology has improved to the point that it can teach self-driving cars a thing or two.

https://arstechnica.com/google/2026/02/waymo-leverages-genie-3-to-create-a-world-model-for-self-driving-cars/

As Neocities grew, Drake told Ars that much of his focus has been on improving content moderation. He works closely with a full-time dedicated content moderation staffer to quickly take down any problematic sites within 24 hours, he said. That effort includes reviewing reports and proactively screening new sites, with Drake noting that “our name domain provider requires us to take them down within 48 hours.”

Microsoft prohibits things like scraping content that could be considered copyright infringement or automatically generating content using “garbage text” to game the rankings. It also monitors for malicious behavior like phishing, as well as for prompt injection attacks on Bing’s large language model.

It’s unclear what kind of violations Microsoft found ahead of instituting the complete block; however, Drake told Ars that he has yet to identify any content that may have triggered it. He said he would promptly remove any websites flagged by Microsoft, if he could only talk to someone who could share that information.

“Naturally, we still don’t catch 100 percent of the sites with proactive moderation, and occasionally some problematic sites do get missed,” Drake said.

Although Drake is curious to learn more about what triggered the blocks, he told Ars that it’s clear that non-violative sites are still invisible on Bing.

One of the longest-running and most popular Neocities sites, Wired Sound for Wired People, is a perfect example. The bizarre, somewhat creepy anime fanpage is “very popular” and “has a lot of links to it all over the web,” Drake said. Yet if you search for its subdomain, “fauux,” the site no longer appears in Bing search results, as of this writing, while Google reliably spits it out as the top result.

Drake said that he still believes that Bing is blocking content by mistake, but Bing’s automated support tools aren’t making it easy to defend creators who are randomly blocked by one of the world’s biggest search engines.

“We have one of the lowest ratios of crap to legitimate content, human-made content, on the Internet,” Drake said. “And it’s really frustrating to see that all these human beings making really cool sites that people want to go to are just not available on the default Windows search engine.”

https://arstechnica.com/tech-policy/2026/02/neocities-founder-stuck-in-chatbot-hell-after-bing-blocked-1-5m-sites/

Android has its own AirDrop-like feature called Quick Share (formerly Google Nearby Share), but until recently, it couldn’t communicate with Apple’s AirDrop. As we reported in November, the European Union required Apple to implement the Wi-Fi Aware standard in AirDrop, which enabled Google to add support for the Pixel 10 lineup. Google confirmed it didn’t need to work with Apple at all to make that happen.

As part of the Quick Share updates, Google has added an extension to the Play Store that allows Quick Share to operate as a full, updatable APK rather than an element of Play Services. That should make it easier to roll out new features to the entire Android ecosystem. Currently, the extension only supports a smattering of Android phones, but we can expect that list to expand as AirDrop comes to more devices this year.

With AirDrop support, Android devices can send files to iOS and macOS devices without downloading third-party apps. However, the functionality requires Apple users to enable the “Everyone for 10 minutes” connectivity option. While Google can shoehorn Android into the Wi-Fi Aware system, it cannot use Apple’s contact-based sharing options. That probably won’t change with the pending update.

Of course, “very soon” in Google-speak can mean many things. The company does like to pair Android ecosystem updates with Pixel Drops, and the next one of those is expected in March, with changes to location privacy, At a Glance, and more.

https://arstechnica.com/gadgets/2026/02/google-hints-at-big-airdrop-expansion-for-android-very-soon/

The documents suggest that Google will wash its hands of ChromeOS once the current support window closes. Google promises 10 years of Chromebook support, but that’s not counted from the date of purchase—Chromebooks are based on a handful of hardware platforms dictated by Google, with the most recent launching in 2023. That means Google has to support the newest devices through 2033. The “timeline to phase out ChromeOS is 2034,” says the filing.

Android goes big

From the start, the ChromeOS experience was focused on the web. Google initially didn’t even support running local apps, but little by little, its aspirations grew. Over the years, it has added Linux apps and Android apps. And it even tried to get Steam games running on Chromebooks—it gave up on that last one just recently. It also tried to shoehorn AI features into ChromeOS with the Chromebook Plus platform, to little effect.

Android was barely getting off the ground when ChromeOS began its journey, but as we approach the 2030s, Google clearly wants a more powerful desktop platform. Android has struggled on larger screens, but Aluminium is a long-running project to fix that. Whatever we see in 2028 may not even look like the Android we know from phones. It will have many of the same components under the hood, though.

Aluminium will have Google apps at the core.

Credit: US v. Google

Google could get everything it wants with the upcoming Aluminium release. When running on powerful laptop hardware, Android’s performance and capabilities should far outstrip ChromeOS. Aluminium is also expected to run Google apps like Chrome and the Play Store with special system privileges, leaving third-party apps with fewer features. That gives Google more latitude in how it manages the platform and retains users, all without running afoul of recent antitrust rulings.

https://arstechnica.com/google/2026/02/google-court-filings-suggest-googles-chromeos-has-an-expiration-date/

If that 60-second jaunt into the AI world isn’t enough, you can just run the prompt again. Because this is generative AI, the results will be a little different each time. Google also lets you “remix” its pre-built worlds with new characters and visual styles. The video generated of your exploration is available for download as well.

Still an experiment

Google stresses that Project Genie is still just a research prototype, and there are, therefore, some notable limitations. As anyone who has used Google Veo or OpenAI Sora to create AI videos will know, it takes a few seconds to create even a short clip. So, it’s impressive that Genie can make it feel interactive at all. However, there will be some input lag, and you can only explore each world for 60 seconds. In addition, the promotable events feature previously demoed for Genie 3, which allows inserting new elements into a running simulation, is not available yet.

While Google has talked up Genie’s ability to accurately model physics, the company notes that testers will probably see examples of worlds that don’t look or behave quite right. Testers may also see changing restrictions on content. The Verge was able to test Project Genie, and initially, it was happy to generate knockoffs of Nintendo games like Super Mario and The Legend of Zelda. By the end of the test, The Verge reports that some of those prompts were being blocked due to “interests of third-party content providers.”

Project Genie is only accessible from a dedicated web app—it won’t be plugged into the Gemini app or website. You can only access this tool for the time being with an AI Ultra subscription, which runs $250 per month. Generating all this AI video is expensive, so it makes sense to start with the higher tier. Google says its goal is to open up access to Project Genie over time.

https://arstechnica.com/google/2026/01/google-project-genie-lets-you-create-interactive-worlds-from-a-photo-or-prompt/

OpenAI pronto a ricevere ingenti finanziamenti da Nvidia, Microsoft e Amazon come nuovo investitore

Nvidia, Amazon e Microsoft sono in trattative per investire complessivamente fino a 60 miliardi di dollari in OpenAI. Secondo quanto riportato da The Information, il gigante tecnologico guidato da Jensen Huang, già azionista e fornitore chiave dei chip che alimentano i modelli di intelligenza artificiale di OpenAI, starebbe valutando un investimento fino a 30 miliardi di dollari.

Microsoft, che è partner storico e principale sostenitore industriale della società guidata da Sam Altman, sarebbe pronta a mettere sul tavolo meno di 10 miliardi, mentre Amazon, potenziale nuovo investitore, starebbe discutendo un impegno ben più consistente, superiore ai 10 miliardi e forse vicino ai 20 miliardi.

Segnale che le negoziazioni stanno entrando in una fase avanzata è che OpenAI sarebbe vicina a ricevere le prime term sheet, diciamo le lettere di intenti, quindi documenti preliminari non vincolanti usati nelle negoziazioni di investimento.

La notizia arriva in un momento cruciale per il settore tecnologico e, più in generale, per il ricco e rapidissimo comparto dell’intelligenza artificiale (AI). I costi per addestrare e far funzionare modelli sempre più potenti continuano a crescere rapidamente, mentre la competizione si intensifica, con Google, Anthropic e altri attori che stanno riducendo il divario rispetto al vantaggio iniziale di OpenAI.

In questo contesto, l’ingresso o il rafforzamento di grandi investitori industriali non è solo una questione finanziaria, ma anche strategica: cloud, chip e canali di distribuzione diventano leve decisive quanto gli algoritmi.

Big Tech: investitori pronti a sostenere livelli stellari di spesa in AI, solo se si traducono in crescita solida dei ricavi

Sul fronte dei mercati, la settimana degli utili delle Big Tech ha mandato un messaggio chiaro e, per certi versi, severo. Gli investitori sono disposti a tollerare e premiare livelli record di spesa in intelligenza artificiale solo se questi si traducono in una crescita solida e visibile dei ricavi.
In caso contrario, è spiegato sulla Reuters, la reazione è immediata e punitiva.
È un cambio di paradigma evidente rispetto agli anni precedenti e riflette quanto le aspettative si siano alzate dal lancio di ChatGPT, più di tre anni fa.

Meta è l’esempio più lampante di come, almeno per ora, il mercato stia premiando chi riesce a dimostrare un ritorno tangibile dagli investimenti in AI. I ricavi del gruppo sono cresciuti del 24% nell’ultimo trimestre, grazie anche a un miglioramento dell’efficacia della pubblicità basata sull’intelligenza artificiale, e le previsioni per il trimestre in corso hanno superato le attese. Questo ha dato credibilità a un piano di spesa molto aggressivo sui data center, nonostante l’impennata dei costi.

Diversa, e più delicata, la posizione di Microsoft. Pur restando uno dei leader indiscussi nell’AI per il mondo enterprise, grazie alla profonda integrazione di OpenAI nei suoi prodotti, il rallentamento relativo della crescita di Azure e l’enorme impegno in capitale stanno alimentando dubbi tra gli investitori.
Il fatto che OpenAI rappresenti una quota rilevante del backlog evidenzia il potenziale, ma anche il rischio di concentrazione, in un momento in cui la concorrenza tecnologica si fa più serrata.

AI, la promessa di una crescita futura non basta più a Wall Street

Il quadro che emerge è quello di un settore in piena corsa, ma sotto esame costante. L’intelligenza artificiale è ormai considerata una tecnologia abilitante per il futuro dell’economia digitale e le Big Tech stanno scommettendo cifre senza precedenti per non restare indietro.

Wall Street, però, chiede prove concrete: la promessa di una crescita futura non basta più. L’eventuale maxi-investimento in OpenAI da parte di Nvidia, Amazon e Microsoft si inserisce proprio in questa dinamica, come una scommessa ad altissimo valore strategico, ma anche come un banco di prova per dimostrare che l’era dell’AI può e deve generare non solo innovazione, ma anche ritorni economici sostenibili.

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https://www.key4biz.it/openai-pronti-60-miliardi-di-dollari-da-nvidia-amazon-e-microsoft/563566/