Amazon turns Alexa into a full A.I. assistant

Today we are going to see Google’s Gemini A.I. is driving massive profits and now it’s backing it with $185B in infrastructure. Also, Amazon just launched Alexa+, its new A.I. assistant free for Prime members, and now open to everyone. Also, CoreWeave is giving A.I. teams a real-world testbed to prove performance and cost before scaling to production.

In today’s post:

• Alexa+ is now free for Prime members

• Google just placed a $185B bet on A.I.

• CoreWeave wants you to test your A.I. before scaling

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BREAKTHROUGH

Amazon launches Alexa+ nationwide with new free tier

Amazon just took Alexa to the next level. Alexa+, the company’s most advanced A.I. assistant yet, is now available to everyone in the U.S. and it's completely free for Prime members.

Here’s everything you need to know:

• Alexa+ is included with Prime memberships at no extra cost; otherwise, it's $19.99/month.

• A new free chat-based tier lets non-Prime users try Alexa+ via web and app.

• Powered by Amazon Nova and Anthropic models, Alexa+ is smarter, more conversational, and personalized.

• Prime users can access Alexa+ across devices, the Alexa app, and now at Alexa.com.

• Early access users reported double the engagement and deeper interactions with Alexa+.

• Alexa+ handles everything from dinner planning to home automation, ride-booking, and family scheduling.

• Amazon is betting that A.I.-powered productivity and convenience will deepen Prime's value for households.

Amazon isn’t chasing hype here, it’s playing the long game. By folding Alexa+ into Prime and giving non-members a taste, it’s using A.I. not just to compete with ChatGPT, but to become indispensable in everyday life. The big question: will people actually use it like that?

RESEARCH

Why Google is going all-in on A.I. infrastructure

Google didn’t lead the A.I. race at the start but now it might finish first. Thanks to its Gemini A.I. system, Google is boosting profits, growing faster than expected, and spending like never before to stay ahead.

Here’s everything you need to know:

• Alphabet's Q4 revenue hit $113.8B, up 18% from last year, driven by A.I. performance.

• Profits soared 30% to $34.5B, showing that A.I. isn't just hype, it's paying off.

• Gemini, Google’s flagship A.I., is powering everything from YouTube recommendations to Search Overviews.

• YouTube revenue rose 9% to $11.4B; Search revenue jumped 17% to $63B.

• Google Cloud surged 48% to $17.7B, with enterprise A.I. deals accelerating.

• The company plans to double capital spending to $175B–$185B in 2026, mainly for A.I. data centers.

• Unlike rivals, Google owns its A.I. chips (TPUs), cutting reliance on Nvidia and improving margins.

Google’s massive A.I. investment is less a gamble, more a flex. With scale, custom chips, and maturing products, it’s uniquely positioned to turn A.I. hype into durable revenue. The real question now: can regulators do anything to slow it down?

AI DEVELOPMENT

New program lets teams validate real workloads before going to production

If you’re building serious A.I., CoreWeave wants you in the lab first. Their new ARENA program gives teams a structured environment to run real workloads and get concrete performance and cost data before scaling up.

Here’s everything you need to know:

• CoreWeave ARENA is designed for AI teams to evaluate production-readiness using real models and data.

• Teams get dedicated, production-grade GPU capacity to test training, inference, and RL workloads.

• Mission Control dashboards give deep insight into performance, communication overhead, and scheduling.

• Workflows are notebook-based and support existing tools like Weights & Biases.

• The goal: validate cost, throughput, latency, and scaling before going live.

• Especially helpful for agentic A.I., multi-node training, and data-intensive pipelines.

• Currently open to existing customers; new applicants can join Q2 2026.

Most A.I. teams don’t get to test infrastructure at scale until it’s too late. CoreWeave is flipping that script and in doing so, making a play to become the go-to platform for serious builders. It’s less about demos, more about decisions.

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