[fcarraldo]

Does that include R&D? Google is an AI _provider_, which is a considerably different profile in terms of spend from companies who are consumers. I would expect Google to be investing considerable resources to keep up with Anthropic and OpenAI.

[FartyMcFarter]

I don't think it includes all of the R&D. From what I've read that's the amount they will spend on infrastructure for AI.

I guess some of that infrastructure will get used for AI R&D, but there are other R&D costs such as salaries that wouldn't be included in the figure.