Google signs groundbreaking deal to cut data centre energy use

Google has become the first major tech firm to sign formal agreements with US electric utilities to ease grid pressure. The deals come as data centres drive unprecedented energy demand, straining power infrastructure in several regions.

The company will work with Indiana Michigan Power and Tennessee Valley Authority to reduce electricity usage during peak demand. These arrangements will help divert power to general utilities when needed.

Under the agreements, Google will temporarily scale down its data centre operations, particularly those linked to energy-intensive AI and machine learning workloads.

Google described the initiative as a way to speed up data centre integration with local grids while avoiding costly infrastructure expansion. The move reflects growing concern over AI’s rising energy footprint.

Demand-response programmes, once used mainly in heavy manufacturing and crypto mining, are now being adopted by tech firms to stabilise grids in return for lower energy costs.

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Google AI Mode raises fears over control of news

Google’s AI Mode has quietly launched in the UK, reshaping how users access news by summarising information directly in search results.

By paraphrasing content gathered across the internet, the tool offers instant answers while reducing the need to visit original news sites.

Critics argue that the technology monopolises UK information by filtering what users see, based on algorithms rather than editorial judgement. Concerns have grown over transparency, fairness and the future of independent journalism.

Publishers are not compensated for content used by AI Mode, and most users rarely click through to the sources. Newsrooms fear pressure to adapt their output to align with Google’s preferences or risk being buried online.

While AI may streamline convenience, it lacks accountability. Regulated journalism must operate under legal frameworks, whereas AI faces no such scrutiny even when errors have real consequences.

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Google rolls out Deep Think to Gemini AI Ultra users

Google has launched Deep Think for AI Ultra subscribers within the Gemini app, with the Gemini 2.5-based model also available to select mathematicians, offering powerful tools for complex problem-solving and mathematical exploration.

Google’s Deep Think AI, improved from its I/O version, offers quicker reasoning and enhanced usability. It achieved Bronze-level performance on the 2025 IMO standard in internal benchmarks.

Select mathematicians are now using Deep Think to test conjectures. Google notes its excellence in creative problem-solving through parallel reasoning for refined outcomes.

The model has been given extended inference time, enabling deeper analysis and more inventive answers. Reinforcement learning techniques guide it to explore longer reasoning paths, improving its problem-solving ability.

Beyond maths, Google considers Deep Think useful for design, planning, and coding. It can enhance web development, reason through scientific literature, and tackle algorithmic challenges, supporting users with strategic and iterative thinking across disciplines.

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AI is the next iPhone moment, says Apple CEO Tim Cook

Any remaining doubts about Apple’s commitment to AI have been addressed directly by its CEO, Tim Cook.

At an all-hands meeting on Apple’s Cupertino campus, Cook told employees that the AI revolution is as big as the internet, smartphones, cloud computing, and apps.

According to Bloomberg’s Power On newsletter, Cook clarified that Apple sees AI as an imperative. ‘Apple must do this,’ he said, describing the opportunity as ‘ours to grab’.

Despite Apple unveiling its AI suite, Apple Intelligence, only in June, well after competitors, Cook remains optimistic about Apple’s ability to take the lead.

‘We’ve rarely been first,’ he told staff. ‘There was a PC before the Mac; a smartphone before the iPhone; many tablets before the iPad; an MP3 player before the iPod.’

Cook stressed that Apple had redefined these categories and suggested a similar future for AI, declaring, ‘This is how I feel about AI.’

Cook also outlined concrete steps the company is taking. Around 40% of the 12,000 hires made last year were allocated to research and development, with much of the focus on AI.

According to Bloomberg, Apple is also reportedly developing a new cloud-computing chip, code-named Baltra, designed to support AI features. In a recent interview with CNBC, Cook stated that Apple is open to acquisitions that could accelerate its progress in the AI sector.

Apple is not alone in its intense focus on AI. Rival firms are also increasing expectations and pressure. Sergey Brin, the former Google CEO who has returned to the company, told employees that 60-hour in-office work weeks may be necessary to win the AI race.

Reports of burnout and extreme workloads are becoming more frequent across leading AI firms. Former OpenAI engineer Calvin French-Owen recently described the company’s high-pressure and secretive culture.

French-Owen noted that the environment had become so intense that leadership offered the entire staff a week off to recover, according to Wired.

AI has become the next major battleground in big tech, with companies ramping up investment and reshaping internal structures to secure dominance.

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US court mandates Android app competition, loosens billing rules

Long-standing dominance over Android app distribution has been declared illegal by the Ninth Circuit Court of Appeals, reinforcing a prior jury verdict in favour of Epic Games. Google now faces an injunction that compels it to allow rival app stores and alternative billing systems inside the Google Play Store ecosystem for a three-year period ending November 2027.

A technical committee jointly selected by Epic and Google will oversee sensitive implementation tasks, including granting competitors approved access to Google’s expansive app catalogue while ensuring minimal security risk. The order also requires that developers not be tied to Google’s billing system for in-app purchases.

Market analysts warn that reduced dependency on Play Store exclusivity and the option to use alternative payment processors could cut Google’s app revenue by as much as $1 to $1.5 billion annually. Despite brand recognition, developers and consumers may shift toward lower-cost alternatives competing on platform flexibility.

While the ruling aims to restore competition, Google maintains it is appealing and has requested additional delays to avoid rapid structural changes. Proponents, including Microsoft, regulators, and Epic Games, hail the decision as a landmark step toward fairer mobile market access.

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As Meta AI grows smarter on its own, critics warn of regulatory gaps

While OpenAI’s ChatGPT and Google’s Gemini dominate headlines, Meta’s AI is making quieter, but arguably more unsettling, progress. According to CEO Mark Zuckerberg, Meta’s AI is advancing rapidly and, crucially, learning to improve without external input.

In a blog post titled ‘Personal Superintelligence’, Zuckerberg claimed that Meta AI is becoming increasingly powerful through self-directed development. While he described current gains as modest, he emphasised that the trend is both real and significant.

Zuckerberg framed this as part of a broader mission to build AI that acts as a ‘personal superintelligence’, a tool that empowers individuals and becomes widely accessible. However, critics argue this narrative masks a deeper concern: AI systems that can evolve autonomously, outside human guidance or scrutiny.

The concept of self-improving AI is not new. Researchers have previously built systems capable of learning from other models or user interactions. What’s different now is the speed, scale and opacity of these developments, particularly within big tech companies operating with minimal public oversight.

The progress comes amid weak regulation. While governments like the Biden administration have issued AI action plans, experts say they lack the strength to keep up. Meanwhile, AI is rapidly spreading across everyday services, from healthcare and education to biometric verification.

Recent examples include Google’s behavioural age-estimation tools for teens, illustrating how AI is already making high-stakes decisions. As AI systems become more capable, questions arise: How much data will they access? Who controls them? And can the public meaningfully influence their design?

Zuckerberg struck an optimistic tone, framing Meta’s AI as democratic and empowering. However, that may obscure the risks of AI outpacing oversight, as some tech leaders warn of existential threats while others focus on commercial gains.

The lack of transparency worsens the problem. If Meta’s AI is already showing signs of self-improvement, are similar developments happening in other frontier models, such as GPT or Gemini? Without independent oversight, the public has no clear way to know—and even less ability to intervene.

Until enforceable global regulations are in place, society is left to trust that private firms will self-regulate, even as they compete in a high-stakes race for dominance. That’s a risky gamble when the technology itself is changing faster than we can respond.

As Meta AI evolves with little fanfare, the silence may be more ominous than reassuring. AI’s future may arrive before we are prepared to manage its consequences, and by then, it might be too late to shape it on our terms.

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Google rolls out AI age detection to protect teen users

In a move aimed at enhancing online protections for minors, Google has started rolling out a machine learning-based age estimation system for signed-in users in the United States.

The new system uses AI to identify users who are likely under the age of 18, with the goal of providing age-appropriate digital experiences and strengthening privacy safeguards.

Initially deployed to a small number of users, the system is part of Google’s broader initiative to align its platforms with the evolving needs of children and teenagers growing up in a digitally saturated world.

‘Children today are growing up with technology, not growing into it like previous generations. So we’re working directly with experts and educators to help you set boundaries and use technology in a way that’s right for your family,’ the company explained in a statement.

The system builds on changes first previewed earlier this year and reflects Google’s ongoing efforts to comply with regulatory expectations and public demand for better youth safety online.

Once a user is flagged by the AI as likely underage, Google will introduce a range of restrictions—most notably in advertising, content recommendation, and data usage.

According to the company, users identified as minors will have personalised advertising disabled and will be shielded from ad categories deemed sensitive. These protections will be enforced across Google’s entire advertising ecosystem, including AdSense, AdMob, and Ad Manager.

The company’s publishing partners were informed via email this week that no action will be required on their part, as the changes will be implemented automatically.

Google’s blog post titled ‘Ensuring a safer online experience for US kids and teens’ explains that its machine learning model estimates age based on behavioural signals, such as search history and video viewing patterns.

If a user is mistakenly flagged or wishes to confirm their age, Google will offer verification tools, including the option to upload a government-issued ID or submit a selfie.

The company stressed that the system is designed to respect user privacy and does not involve collecting new types of data. Instead, it aims to build a privacy-preserving infrastructure that supports responsible content delivery while minimising third-party data sharing.

Beyond advertising, the new protections extend into other parts of the user experience. For those flagged as minors, Google will disable Timeline location tracking in Google Maps and also add digital well-being features on YouTube, such as break reminders and bedtime prompts.

Google will also tweak recommendation algorithms to avoid promoting repetitive content on YouTube, and restrict access to adult-rated applications in the Play Store for flagged minors.

The initiative is not Google’s first foray into child safety technology. The company already offers Family Link for parental controls and YouTube Kids as a tailored platform for younger audiences.

However, the deployment of automated age estimation reflects a more systemic approach, using AI to enforce real-time, scalable safety measures. Google maintains that these updates are part of a long-term investment in user safety, digital literacy, and curating age-appropriate content.

Similar initiatives have already been tested in international markets, and the company announces it will closely monitor the US rollout before considering broader implementation.

‘This is just one part of our broader commitment to online safety for young users and families,’ the blog post reads. ‘We’ve continually invested in technology, policies, and literacy resources to better protect kids and teens across our platforms.’

Nonetheless, the programme is likely to attract scrutiny. Critics may question the accuracy of AI-powered age detection and whether the measures strike the right balance between safety, privacy, and personal autonomy — or risk overstepping.

Some parents and privacy advocates may also raise concerns about the level of visibility and control families will have over how children are identified and managed by the system.

As public pressure grows for tech firms to take greater responsibility in protecting vulnerable users, Google’s rollout may signal the beginning of a new industry standard.

The shift towards AI-based age assurance reflects a growing consensus that digital platforms must proactively mitigate risks for young users through smarter, more adaptive technologies.

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Apple’s $20B Google deal under threat as AI lags behind rivals

Apple is set to release Q3 earnings on Thursday amid scrutiny over its Google search deal dependencies and ongoing struggles with AI progress.

Typically, Apple’s fiscal Q3 garners less investor attention, with anticipation focused instead on the upcoming iPhone launch in Q4. However, this quarter is proving to be anything but ordinary.

Analysts and shareholders alike are increasingly concerned about two looming threats: a potential $20 billion hit to Apple’s Services revenue tied to the US Department of Justice’s (DOJ) antitrust case against Google, and ongoing delays in Apple’s AI efforts.

Ahead of the earnings report, Apple shares were mostly unchanged, reflecting investor caution rather than enthusiasm. Apple’s most pressing challenge stems from its lucrative partnership with Google.

In 2022, Google paid Apple approximately $20 billion to remain the default search engine in the Safari browser and across Siri.

The exclusivity deal has formed a significant portion of Apple’s Services segment, which generated $78.1 billion in revenue that year, making Google’s contribution alone account for more than 25% of that figure.

However, a ruling expected next month from Judge Amit Mehta in the US District Court for the District of Columbia could threaten the entire arrangement. Mehta previously found Google guilty of operating an illegal monopoly in the search market.

The forthcoming ‘remedies’ ruling could force Google to end exclusive search deals, divest its Chrome browser, and provide data access to rivals. Should the DOJ’s proposed remedies stand and Google fails to overturn the ruling, Apple could lose a critical source of Services revenue.

According to Morgan Stanley’s Erik Woodring, Apple could see a 12% decline in its full-year 2027 earnings per share (EPS) if it pivots to less lucrative partnerships with alternative search engines.

The user experience may also deteriorate if customers can no longer set Google as their default option. A more radical scenario, Apple launching its search engine, could dent its 2024 EPS by as much as 20%, though analysts believe this outcome is the least likely.

Alongside regulatory threats, Apple is also facing growing doubts about its ability to compete in AI. Apple has not yet set a clear timeline for releasing an upgraded version of Siri, while rivals accelerate AI hiring and unveil new capabilities.

Bank of America analyst Wamsi Mohan noted this week that persistent delays undermine confidence in Apple’s ability to deliver innovation at the pace. ‘Apple’s ability to drive future growth depends on delivering new capabilities and products on time,’ he wrote to investors.

‘If deadlines keep slipping, that potentially delays revenue opportunities and gives competitors a larger window to attract customers.’

While Apple has teased upcoming AI features for future software updates, the lack of a commercial rollout or product roadmap has made investors uneasy, particularly as rivals like Microsoft, Google, and OpenAI continue to set the AI agenda.

Although Apple’s stock remained stable before Thursday’s earnings release, any indication of slowing services growth or missed AI milestones could shake investor confidence.

Analysts will be watching closely for commentary from CEO Tim Cook on how Apple plans to navigate regulatory risks and revive momentum in emerging technologies.

The company’s current crossroads is pivotal for the tech sector more broadly. Regulators are intensifying scrutiny on platform dominance, and AI innovation is fast becoming the new battleground for long-term growth.

As Apple attempts to defend its business model and rekindle its innovation edge, Thursday’s earnings update could serve as a bellwether for its direction in the post-iPhone era.

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Google states it has not received UK request to weaken encryption

Google has confirmed it has not received a request from the UK government to create a backdoor in its encrypted services. The clarification comes amid ongoing scrutiny of surveillance legislation and its implications for tech companies offering end-to-end encrypted services.

Reports indicate that the UK government may be reconsidering an earlier request for Apple to enable access to user data through a technical backdoor, which is a move that prompted strong opposition from the US government. In response to these developments, US Senator Ron Wyden has sought to clarify whether similar requests were made to other major technology companies.

While Google initially declined to respond to inquiries from Senator Wyden’s office, the company had not received a technical capabilities notice—an official order under UK law that could require companies to enable access to encrypted data.

Senator Wyden, who serves on the Senate Intelligence Committee, addressed the matter in a letter to Director of National Intelligence Tulsi Gabbard. The letter urged the US intelligence community to assess the potential national security implications of the UK’s surveillance laws and any undisclosed requests to US companies.

Meta, which offers encrypted messaging through WhatsApp and Facebook Messenger, also stated in a 17 March communication to Wyden’s office that it had ‘not received an order to backdoor our encrypted services, like that reported about Apple.’

While companies operating in the UK may be restricted from disclosing certain surveillance orders under law, confirmations such as Google’s provide rare public insight into the current landscape of international encryption policy and cooperation.

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Google backs EU AI Code but warns against slowing innovation

Google has confirmed it will sign the European Union’s General Purpose AI Code of Practice, joining other companies, including major US model developers.

The tech giant hopes the Code will support access to safe and advanced AI tools across Europe, where rapid adoption could add up to €1.4 trillion annually to the continent’s economy by 2034.

Kent Walker, Google and Alphabet’s President of Global Affairs, said the final Code better aligns with Europe’s economic ambitions than earlier drafts, noting that Google had submitted feedback during its development.

However, he warned that parts of the Code and the broader AI Act might hinder innovation by introducing rules that stray from EU copyright law, slow product approvals or risk revealing trade secrets.

Walker explained that such requirements could restrict Europe’s ability to compete globally in AI. He highlighted the need to balance regulation with the flexibility required to keep pace with technological advances.

Google stated it will work closely with the EU’s new AI Office to help shape a proportionate, future-facing approach.

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