02/05/26 - Alphabet 180B Capex Forecast, Canada Multi-Model Policy Pipeline, OpenScholar RAG Citation System

02/05/26 - Alphabet 180B Capex Forecast, Canada Multi-Model Policy Pipeline, OpenScholar RAG Citation System

Episode description

This episode examines Alphabet’s twenty twenty-six capital expenditure forecast of one hundred eighty billion dollars and its connection to Gemini three deployment and Google Cloud’s forty-eight percent revenue growth, Canada’s Innovation Ministry deployment of a multi-model LLM pipeline processing over sixty-four thousand policy consultation responses using Cohere, OpenAI, Anthropic, and Google models, and the University of Washington and Allen Institute’s release of OpenScholar, a retrieval-augmented generation system trained on forty-five million scientific papers that matched human expert citation accuracy and outperformed GPT-four-o in scientist evaluations. The briefing covers hyperscale infrastructure economics, government adoption of classification pipelines, and specialized model architecture for scientific synthesis.