Alphabet Adds Personalized Images to Gemini While AI Capex Forecast Soars to $700B
GOOG•Alphabet has integrated personalized images into its Gemini AI, enabling users to incorporate bespoke visuals into conversational queries to enhance user engagement. June’s 10% slide in top AI-driven stocks erased $2.3 trillion of value and forecasts industry AI capex to reach $700 billion in 2026, pressuring free cash flow.
1. Gemini Introduces Personalized Image Support
Alphabet has rolled out a feature allowing users to upload and integrate custom images directly into Gemini chat sessions. This enhancement is designed to differentiate Gemini by offering richer, more interactive conversational experiences that leverage user-specific visuals.
2. June AI Stock Selloff Shaves $2.3 Trillion
AI-focused tech leaders saw a collective 10% market value decline in June, erasing $2.3 trillion as investors digested massive infrastructure spending. Alphabet shares were part of this downturn, contributing to the group’s overall loss and dampening sentiment for its stock.
3. AI Infrastructure Spending Set to Surge
Major tech firms will push AI infrastructure capital expenditures to $700 billion in 2026, a roughly 70% increase year-over-year. Such elevated spending levels are expected to constrain forward free cash flow and attract closer investor scrutiny ahead of quarterly results.
