Bloomberg Businessweek Bloomberg Businessweek Weekend - February 6th, 2026
36 snips
Feb 7, 2026 
Kyle Stock, climate reporter covering snowmaking and weather tech. Brad Finkel, founder of Hoboken Farms who scaled from farmers markets to national retail. Dan Sheridan, CEO of Brooks Running driving global expansion and product innovation. Mandeep Singh, tech research chief focused on AI spending and cloud trends. They discuss AI and Alphabet’s CapEx, cloud monetization, snowmaking and drone seeding, small-business scaling, and running market growth.
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Hyperscalers' CapEx Fuels AI Arms Race
- Alphabet's CapEx is set to nearly double for 2026, signalling an AI infrastructure arms race among hyperscalers.
- Mandeep Singh notes this spend fuels cloud monetization and internal AI capacity while supporting third-party cloud customers.
Token Counts Show Real LLM Usage
- Alphabet reported 10 billion API tokens per minute and Gemini MAUs rising to 750 million, showing real-world LLM adoption.
- Mandeep links token use and Gemini integration to accelerating cloud and search revenues driven by AI.
Google's App Ecosystem Enables Personalized AI
- Google leverages its family of apps to offer personalized AI across Gmail, Search and Chrome, a unique advantage over single-app LLMs.
- Mandeep argues that integrated context from apps creates stronger personalized agents and drives differentiation.