The money is talking. Alphabet just told Wall Street it plans to spend $175–$185 billion on AI infrastructure in 2026—nearly double last year’s $91.4 billion and 50% above what analysts expected. We broke down why Alphabet is making the largest single-year capex bet in tech, from 750 million monthly Gemini users to Google Cloud growing 48%—outpacing Azure. Demand is outstripping supply, and CEO Sundar Pichai called it “a brutal pace to compete.” He’s not wrong. Super Micro just posted record $12.7 billion quarterly revenue—up 123% year-over-year—because someone has to build all those servers.
All that compute is producing tools that are starting to eat software alive. Anthropic rolled out a legal plugin for Claude Cowork and $285 billion in SaaS market cap evaporated in a single session. Not because the plugin was revolutionary—because it signaled where AI companies are headed: from model suppliers to workflow owners. Legal tech, CRM, customer support—11 open-source plugins across 10 business functions. The SaaSpocalypse isn’t hypothetical anymore.
And then there’s the creative side. Kuaishou launched Kling 3.0—multi-shot AI video with native audio, 15-second clips, and 4K image generation. The platform hit $240 million ARR serving 60 million creators, and 3.0 turns it from a clip generator into a full production suite. Sora, Runway, Pika—the AI video war just escalated.
Latest from PulseMark
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Alphabet’s $180B AI Capex Gamble
Record earnings, 750M Gemini users, and a capex number that stunned the Street. |
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The SaaSpocalypse: Anthropic’s Legal Plugin Triggered a $285B Selloff
One Cowork plugin. Eleven business functions. A signal the SaaS model may never recover from. |
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Kling 3.0 Launch: Multi-Shot AI Video That Changes Everything
From clip generator to production suite: 15-second videos, native audio, and 60 million creators. |
That’s Thursday. Five stories, zero fluff.
— The PulseMark Team
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