AI Matters
Why it matters
Google raises AI spending forecast to $205 billion for 2026
The Decoder Google CEO Pichai says Gemini's next leap depends on building "much larger base models"
CEO Sundar Pichai said Google needs larger base models for its next leap in AI and raised its 2026 investment forecast to as much as $205 billion.
Why it matters
Google says it needs much bigger AI models to keep up, meaning more spending that could shape prices and competition ahead.
Latest brief · Jul 23, 2026