August 7, 2026

Google’s AI crown is under strain. While the company’s cloud business is roaring — up 82% in the second quarter — key researchers are walking, including longtime chief scientist Jeff Dean, as Demis Hassabis shifts from CEO of DeepMind to chairman. The split exposes a brutal tension: Google can sell AI to enterprise customers and sell the chips to run it, but frontier research is expensive, bureaucratic, and increasingly tempting talent away to rivals like OpenAI and Anthropic.

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