Saturday, July 26, 2025

Google has defended Search against the first wave of disruption from generative AI, but AI agents and apps that can reduce clicks now threaten its ad business (Richard Waters/Financial Times)

Richard Waters / Financial Times:
Google has defended Search against the first wave of disruption from generative AI, but AI agents and apps that can reduce clicks now threaten its ad business  —  The company has defended search but its dominant position in online advertising may still be up for grabs



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Swiss Re: global premiums for insuring data centers will likely reach $20B-$30B/year by 2030; ~40% of US data-center capacity is located in tornado-prone areas (Jean Eaglesham/Wall Street Journal)

Jean Eaglesham / Wall Street Journal : Swiss Re: global premiums for insuring data centers will likely reach $20B-$30B/year by 2030; ~40%...