TechCrunch
05 Oct 2026, 20:36 UTC · 2h ago
OpenAI will start watermarking ChatGPT's text in the EU
Impact · against what's priced in
The news is largely noise for the hyperscalers as it reflects expected regulatory compliance with the EU AI Act. Google's model release is a positive catalyst, while Amazon's data center backlash marginally reinforces existing macro and regulatory headwinds.
- GOOGL+0.30
Challenges what's priced in
- The price assumes
Cloud growth sustaining at or above 40%
The release of Gemini 4 Argon, described as the most powerful model yet, provides a concrete catalyst for the AI-driven cloud acceleration the market currently refuses to price in.
What GOOGL's price assumes · Sep 2
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