Google boss says trillion-dollar AI investment boom has ‘elements of irrationality’

Every company would be affected if the AI bubble were to burst, the head of Google’s parent firm Alphabet has told the BBC.

Speaking exclusively to BBC News, Sundar Pichai said while the growth of artificial intelligence (AI) investment had been an “extraordinary moment”, there was some “irrationality” in the current AI boom.

It comes amid fears in Silicon Valley and beyond of a bubble as the value of AI tech companies has soared in recent months and companies spend big on the burgeoning industry.

Asked whether Google would be immune to the impact of the AI bubble bursting, Mr Pichai said the tech giant could weather that potential storm, but also issued a warning.

“I think no company is going to be immune, including us,” he said.

In a wide-ranging exclusive interview at Google’s California headquarters, he also addressed energy needs, slowing down climate targets, UK investment, the accuracy of his AI models, and the effect of the AI revolution on jobs.

The interview comes as scrutiny on the state of the AI market has never been more intense.

Alphabet shares have doubled in value in seven months to $3.5tn (£2.7tn) as markets have grown more confident in the search giant’s ability to fend off the threat from ChatGPT owner OpenAI.

A particular focus is Alphabet’s development of specialised superchips for AI that compete with Nvidia, run by Jensen Huang, which recently reached a world first $5tn valuation.

As valuations rise, some analysts have expressed scepticism about a complicated web of $1.4tn of deals being done around OpenAI, which is expected to have revenues this year of less than one thousandth of the planned investment.

It has raised fears stock markets are heading for a repeat of the dotcom boom and bust of the late 1990s. This saw the values of early internet companies surge amid a wave of optimism for what was then a new technology, before the bubble burst in early 2000 and many share prices collapsed.

This led to some companies going bust, resulting in job losses. A drop in share prices can also hit the value of people’s savings including their pension funds.

In comments echoing those made by US Federal Reserve chairman Alan Greenspan in 1996, warning of “irrational exuberance” in the market well ahead of the dotcom crash, Mr Pichai said the industry can “overshoot” in investment cycles like this.

“We can look back at the internet right now. There was clearly a lot of excess investment, but none of us would question whether the internet was profound,” he said.

“I expect AI to be the same. So I think it’s both rational and there are elements of irrationality through a moment like this.”

His comments follow a warning from Jamie Dimon, the boss of US bank JP Morgan, who told the BBC last month that investment in AI would pay off, but some of the money poured into the industry would “probably be lost”.

But Mr Pichai said Google’s unique model of owning its own “full stack” of technologies – from chips to YouTube data, to models and frontier science – meant it was in a better position to ride out any AI market turbulence.

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Pennsylvania School District Using AI-Enabled Wi-Fi To Search Students For Firearms

A Pennsylvania school district is using artificial intelligence to keep guns off its campuses. But civil liberties advocates have warned that the technology could lead to mass surveillance and violation of constitutional rights.

The Chartiers Valley School District in Allegheny County has implemented AI that harnesses the district’s Wi-Fi signals to determine whether people are carrying weapons as they enter the schools.

The technology, called Wi-AI, was developed by CurvePoint of Pittsburgh. CurvePoint grew out of AI research at Carnegie Mellon University.

According to the companyWi-AI uses “spatial intelligence” to find weapons such as guns before they enter a school.

The AI system analyzes a space and detects where potential weapons are located by interpreting “how Wi-Fi signals reflect off people and objects.”

Once a possible weapon is found, security personnel, school administrators, or others can go to the location to determine whether there is actually a threat.

It is now in use at Chartiers Valley School District high school, middle school, and primary school campuses. CurvePoint CEO Skip Smith said that in a recent test, the system found a pistol hidden in a backpack. He said the technology has a 95 percent success rate, failing only 4 percent of its searches.

Smith said the Wi-AI does not carry the same privacy concerns of other security systems because it does not rely on facial recognition or biometric data.

“We don’t know it’s you,“ Smith told The Epoch Times. ”We have no biometric information about you. Our system just sees a big bag of salt water.”

Darren Mariano, president of the Chartiers Valley Board of School Directors, said the district is excited to be the first in the country to adopt the technology.

The safety of our students and staff is always our top priority,” he said in a statement. “We’re thrilled to be the first district in the nation to implement this groundbreaking technology.”

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Google Sued For Allegedly Using Gemini AI Tool To Track Users’ Private Communications

Google LLC is accused in a civil lawsuit of using its artificial intelligence program Gemini to collect data on users’ private communications in Gmail as well as Google’s instant messaging and video conference programs.

Until around Oct. 10, the Gemini AI assistant required the user to deliberately opt into its feature. After that date, the feature was allegedly “secretly” turned on by Google for all its users’ Gmail, Chat, and Meet accounts by default, enabling AI to track its users’ private data in those platforms “without the users’ knowledge or consent,” according to the complaint filed Nov. 11 in federal court in San Jose.

The class action lawsuit was filed in the U.S. District Court for the Northern District of California, alleging that Google is violating the California Invasion of Privacy Act, a 1967 law that prohibits surreptitious wiretapping and recording of confidential communications without the consent of all parties involved.

Although Google provides a way for users to turn off the feature, it requires users to look for it in the privacy settings to deactivate it, despite never having agreed to it in the first place, the complaint said.

The AI feature is categorized in “Google Workspace smart features” in Google settings. Once turned on, it means the user consents to the program using “Workspace content and activity” across Workspace or in other Google products.

When the feature is turned on, Gemini can “scan, read, and analyze every email (and email attachment), message, and conversation on those services,” according to the complaint.

Technology writer Ruben Circelli wrote in a PCMag article that Gemini is “downright creepy” in diving deep into his personal history, analyzing 16 years’ worth of emails after he signed up for a more advanced pro feature.

In a series of tests by Circelli, Gemini told him one of his character flaws and even knew who his first crush was in elementary school.

“This invasion of privacy wasn’t just disconcerting, though; it was unexpected,” Circelli wrote.

“Google didn’t explain what this integration would do before I signed up for its AI Pro plan, nor did it give me a way to opt out at the start.”

The Epoch Times reached out to Google for comment, but did not receive an immediate response.

“We do not use your Workspace data to train or improve the underlying generative AI and large language models that power Gemini, Search, and other systems outside of Workspace without permission,” the company has stated.

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Bio-Digital Vaccine Passports and ‘On Patient Medical Recordkeeping’

Did you know that the only safe medical data is data that is stored inside your own body?

I didn’t know that either until Nic Hulscher recently discovered some very interesting research papers about ‘On Patient Medical Recordkeeping’ technology.

The quote below is from an article that was published in PubMed six years ago, in December 2019: “Accurate medical recordkeeping is a major challenge in many low-resource settings where well-maintained centralized databases do not exist, contributing to 1.5 million vaccine-preventable deaths annually.”

It took humans several hundred years to figure out that we are not able to maintain accurate medical records, but now we finally know.

And it’s a lucky thing that we only figured this out now, because we are finally reaching the stage where we are able to reliably record medical data: by encoding them into every living human body – in particular data about received vaccines.

There’s even a cute – no, more than cute: a heart warming acronym for this brilliant new record keeping method: OPMR.

The following quote is from an article in ‘Nature Materials’ from February 2025:

“We developed a robust on-patient medical record-keeping (OPMR) technology using a dissolvable microneedle patch (MNP) that delivers a quantum dot (QD)-based near-infrared (NIR) fluorescent dye encapsulated in poly(methyl methacrylate) (PMMA) microparticles into the skin to encode medical information. This dye, once deposited into the dermis, is invisible to the naked eye, offering patient data privacy and anonymity, but provides discrete NIR signals that can be detected using a NIR imaging system.”

Isn’t it wonderful that we have found a way to not only make it impossible to lose medical records but to keep our medical records truly private and anonymous – and especially the number of vaccine microneedle patches we got administered? Nobody will ever know – except all the folks who detect the oh so discrete Near Infrared signals with the help of the NIR imaging system. And maybe it won’t be folks much longer who detect them but some friendly AI agent. Which makes it even more sublime.

We can also stop stressing about our medical records being unavailable when China or some other country cuts the subsea cables to crash the internet:

“By depositing the dye in a predefined pattern that correlates to a specific set of information, the technology can be imaged by healthcare workers to support next-dose decisions without requiring internet connectivity or the use of centralized databases.”

See? Internet connectivity is not required. Marvelous. Life-saving ‘next-dose decisions’ won’t be blocked ever – internet or not.

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‘Spider robot’ promises to build entire houses in less than 24 hours

A spider-shaped construction robot named Charlotte is being developed in Sydney to 3D print a full-size house in roughly a day. Developers say the machine can autonomously form structural walls for about a 2,150-square-foot home using locally sourced materials.

Instead of cement and bricks delivered by truck, Charlotte compacts sand, soil, and clean waste into layered walls on-site. Researchers argue that this single-machine approach removes long supply chains and many high-carbon steps.

Charlotte, the construction robot

Charlotte is a mobile, legged system that pairs robotics with additive manufacturing, building objects layer by layer with a printer.

The prototype shown in Sydney is not a finished product, but its architecture offers a clear view of where construction automation is heading.

The work was led by Clyde Webster, founding director at Crest Robotics in Sydney. His work centers on agile field robots for construction tasks that are hard, repetitive, or risky. Momentum comes from the housing crunch and a push to cut carbon. 

“The building materials that we use today – even a simple brick has so many processes involved and some of them very – very carbon-intensive,” said Dr. Jan Golembiewski, co-founder of Earthbuilt Technology.

From soil to structure

Crest describes an undercarriage-mounted system that gathers sand, earth, and crushed brick, binds the mix in textiles, and then compacts it into successive layers. 

At the core is extrusion – pushing a material through a nozzle to form layers. That lets a robot produce continuous courses without mortar joints, guided by digital plans.

“It will work at the speed of over 100 bricklayers,” said Dr. Golembiewski. The team stresses speed as much as simplicity. 

Range of motion matters, too, since legs can step over uneven ground where wheeled rigs bog down. A compact, folding frame also makes transport easier, which is essential for remote sites.

Charlotte robots can cut carbon

Buildings use a lot of energy and materials. A UN Environment Programme report notes that in 2022 the sector accounted for 37 percent of energy- and process-related carbon dioxide emissions.

Cutting the most carbon-heavy steps in early stages can have outsized effects later. That is where embodied carbon, the total emissions from making and moving materials, becomes a key metric for builders and regulators.

Charlotte’s creators claim their method avoids cement entirely while turning clean waste into durable walls. If performance and safety data hold up, that would cut both cost and emissions on the same job.

There is a workforce angle as well. Automation that handles repetitive, high-risk tasks could reduce injuries while letting smaller crews do more skilled work.

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Google Softens Planned Android Sideloading Ban but Keeps Developer ID Verification

Google is slightly relaxing its controversial new Android policy on sideloading, but the shift does little to change its overall direction.

The company confirmed that it will still move ahead with mandatory developer identity verification for nearly all apps while introducing a limited “advanced flow” that lets “experienced users” continue installing software from outside the Play Store.

According to Google, the new system will feature multiple security warnings meant to deter casual users from downloading unverified apps.

“It will include clear warnings to ensure users fully understand the risks involved, but ultimately, it puts the choice in their hands,” the company said.

The process is still being developed, with feedback now underway before finalization in the coming months.

The adjustment follows backlash from developers and Android fans who criticized Google’s original plan to block apps created by unverified developers starting next year.

The community argued that the move would effectively close off Android’s long-standing openness by removing the ability to install software freely.

Despite the new language, Google’s latest policy maintains the same structure.

Developer ID verification will still be required for nearly all app distribution.

Only students and hobbyists will be allowed to share apps with a limited number of devices without providing identification, and businesses deploying internal software will remain exempt.

For everyone else, verification and a $25 registration fee will be mandatory, including for apps distributed outside Google Play. Previously, there was no charge for independent distribution.

The rollout schedule remains the same. Developers who distribute apps outside the Play Store began receiving early-access invitations on November 3, while Play Store developers will get theirs starting November 25.

The early-access period runs through March 2026, after which the verification program will open to all developers. The rules take effect in Brazil, Indonesia, Singapore, and Thailand in September 2026, and globally in 2027.

Google maintains that the new requirements are about security, not control.

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Russia’s AI Enabled Drones: The Next Evolution of Warfare

Russia is now fielding long-range, fiber-optic–controlled drones while simultaneously accelerating development of fully autonomous, AI-driven attack drones that mark a dramatic shift in its battlefield strategy. Ukrainian officials confirm that Moscow is deploying jam-proof fiber-optic FPV platforms with a 50-kilometer range, forcing Ukrainian units to cover supply routes with netting to protect vehicles from incoming strikes.

At the same time, Russia is rolling out a new generation of AI-enabled systems powered by smuggled NVIDIA Jetson processors, which were supposed to be blocked by sanctions but are now appearing inside multiple Russian drones.

Ukrainian drone specialist Serhii “Flash” Beskrestnov reports that Russia has adapted Ukrainian innovations for its V2U autonomous strike drone, while other captured systems, like the Shahed MS001 and Tyuvik, show that Russia is rapidly building an arsenal of “digital predators” capable of finding and attacking targets without human control.

The V2U remains Russia’s most advanced autonomous platform. First deployed in Ukraine’s Sumy region in February 2025, the drone was being used 30–50 times per day by mid-May across multiple fronts. It navigates by using machine vision to compare live imagery with digital terrain maps stored on a solid-state drive, upgraded to 128 GB in later versions. A 14-megapixel camera, laser rangefinder, and NVIDIA Jetson Orin processor enable the drone to identify targets, conduct terrain analysis, and strike without GPS or human commands.

Russian forces update its onboard code almost weekly, training the AI directly through battlefield experience. The drone’s AI is powerful enough to fly up and down roads searching for targets, though its limited ability to distinguish targets has led to mistakes, including striking civilian infrastructure such as a public toilet instead of a vehicle.

To extend range, Russian forces deploy large “mother drones” that transport smaller V2Us deep into contested airspace before releasing them for individual strikes. Russia is also experimenting with coordinated swarms of seven or eight V2Us, each painted with distinct wing colors to visually identify one another.

According to Ukrainian analysts, these drones can maintain formation, coordinate attack order, and perform anti-air evasive maneuvers if a member of the group is shot down. This behavior resembles early machine-driven swarm intelligence and may be adapted for Russia’s long-range Shahed drones, creating fully autonomous loitering-munitions swarms capable of saturating Ukrainian defenses.

Captured drones reveal the scale of Russia’s dependence on foreign components. The V2U relies on an NVIDIA Jetson Orin for AI processing, Intel wireless adapters, Sony optical sensors, and numerous Chinese-made motors, drives, and batteries. The MS001, an upgraded Shahed variant, also carries a Jetson Orin paired with a thermal imager and digital modem, allowing it to recognize ground objects and strike moving targets rather than simply flying to preset coordinates.

A third autonomous drone, the Tyuvik, resembles a miniature Shahed and is now reportedly in mass production. Tyuvik can locate and strike moving armored vehicles despite using inexpensive commercial hardware, suggesting it also depends on smuggled Western or Chinese AI processors.

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UK Tech Secretary Urges Ofcom to Fast-Track Censorship Law Enforcement

UK Technology Secretary Liz Kendall is pressing Ofcom to accelerate the rollout of the controversial censorship law, the Online Safety Act, warning that delays could weaken protections for vulnerable users. In a letter to the communications regulator, she said:

“I remain deeply concerned that delays in implementing duties, such as user empowerment, could hinder our work to protect women and girls from harmful content and protect users from antisemitism.”

Kendall is determined to enforce the controversial law quickly, even as more people have finally realized that the Online Safety Act grants excessive power to regulators over what citizens can say or share online.

Ofcom has confirmed that it expects to publish by July next year a register identifying which companies will face the strictest obligations, including mandatory age verification.

That schedule is roughly a year later than initially promised. The regulator said the delay was due to “factors beyond its control,” citing a legal challenge that raised “complex issues.”

One challenge involves 4chan and Kiwi Farms, platforms often targeted by politicians seeking tighter online speech regulation.

Reclaim The Net recently reported that 4chan’s legal team had rejected Ofcom’s attempt to impose fines under the Act, arguing that the regulator’s enforcement powers overreach.

The law has also drawn criticism abroad.

The US State Department condemned the UK’s online censorship laws, including the Online Safety Act, warning that the powers granted to Ofcom could restrict the open exchange of ideas.

We also covered the growing concern among technology companies that the Act’s broad language and compliance costs could force them to reconsider their presence in the UK.

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Data centers encounter local pushback amid major growth

At least 16 data center projects, worth a combined $64 billion, have been blocked or delayed as local opposition mounts to the developments, according to a new study.

Research collected by Data Center Watch shows that residents and politicians across seven states have stopped or stalled the data center projects.

In Arizona’s West Valley, development company Tract withdrew plans for a $14 billion project after city officials declined to approve required rezoning. Tract eventually announced a similar project in Buckeye, Ariz., where the development is proceeding.

In Peculiar, Mo., and Chesterton, Ind., residents and local officials also blocked data center developments worth billions.

In total, the study found that six data center developments have been fully blocked since May 2024. The backlash has also delayed 10 other data centers, including two from Amazon.

Nine of the documented data center blockages and delays have occurred in Virginia, the world’s unofficial data center capital, according to the research firm.

The study’s authors also found growing bipartisan aversion to the behemoth data center projects: about 55 percent of Republicans and 45 percent of Democrats in districts with large data center projects have taken public positions against the developments, according to the study.

“This cross-party resistance defies expectations and marks a rare area of bipartisan alignment in infrastructure politics,” the authors wrote.

The report also found that data centers were becoming an intensifying issue in local politics. As energy costs soar and affordability takes center stage, it’s likely more candidates and elected officials will take sides on the projects.

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CEO of Palantir Says He Spends a Large Amount of Time Talking to Nazis

While you were busy wasting your time listening to podcasts and doomscrolling on your phone, one of America’s leading AI overlords was educating himself by talking to Nazis.

This was the startling admission made by Alex Karp, cofounder and CEO of the software company Palantir, a company that’s come under increasingly heavy scrutiny for its growing role as a provider of AI-powered surveillance technology to the military and government.

In an interview with podcaster Molly O’Shea published this week, Karp, who has Jewish heritage, was discussing German culture and his time in the country before going on a tangent about how outrageous it is that people online “laud the Nazis.” Then he fessed up to something even more eyebrow-raising.

“I spend a lot of time talking to Nazis,” Karp said, implying that this is an ongoing pastime of his. “Like, real Nazis,” he emphasized.

Karp explained that it was his way of “understanding what made them tick,” before making an ironic observation.

“Part of the crazy thing about people who laud the Nazis nowadays is there’s not a single Nazi that would ever have included them in their movement and would have shipped them off to the camps quicker maybe than they shipped me off to the camps!” he chuckled.

He then pulled off the smoothest segue of all time.

“Uh, but, um, and uh, and it’s like, it’s uh but” — the interview mercifully jumps cuts —  “the thing that’s crazy unique about America,” Karp began to muse.

Beyond his role as Palantir’s head honcho, Karp is known for his philosophical ramblings, his “eccentric” personality, and his affinity for German culture. He has a PhD in philosophy from Goethe University Frankfurt, and draws on his background to defend Western values — in particular American ones — as especially good for the world.

This year, for instance, he published a book about how the US needed to embrace having the most technologically advanced weapons possible to preserve its dominance. An excerpt of that book was published online as an essay under the headline “We Need a New Manhattan Project.”

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