Signal: The market started picking sides on the buildout: Alphabet punished for spending, Oracle rewarded for naming a ceiling, and datacentres turned into a midterm liability.
Alphabet fell 10% before Thursday's open, on course for its worst post-earnings drop ever, after burning $9.07BN of free cash flow against expectations of roughly breakeven - with its CFO promising capex rises 'significantly' again in 2027.
The Information's sources say DeepSeek and Moonshot distilled GPT-6 Astra to build V4.1-Flash and Kimi K3.1 Pro - a month after OpenAI said 15,000 accounts linked to Moonshot ran a reasoning-extraction campaign. Neither company has answered.
Undergraduate computer and information science enrollment fell more than 12% this fall and graduate programs more than 10%, the National Student Clearinghouse's preliminary data shows - a second straight year of decline in the degree the industry spent a decade recruiting for.
Emerging research on data-centre health effects has turned approvals into a midterm liability in Arizona, Ohio and Texas - one political scientist calls year-old local sign-offs 'career-ending' - though the health science itself is still thin.
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