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AI & Enterprise

Google overhauls NotebookLM, strengthens research with Gemini 3.5

Google has rolled out a major update to its AI note-taking and research tool NotebookLM, adopting its latest Gemini 3.5 model to improve response accuracy and reliability. The update changes how users begin research, allowing them to start by asking a question without first uploading materials. NotebookLM now searches for sources using Google Search, recommends web resources, runs code via Google’s Antigravity platform and supports wider export formats.

Industry

AI demand debate clouds memory order visibility

Whether AI token demand is translating into real economic output has emerged as a key precondition for forecasting DRAM and high-bandwidth memory supply and demand. Executives at Computex 2026 projected token consumption to surge through 2030, while memory makers outlined capacity expansion plans. Analysts and industry sources noted, however, that AI outputs are often not captured in statistics, making it difficult to verify whether demand is structural or temporary and limiting order visibility.

AI & Enterprise

Google, Microsoft join AI coding race as winning developers seen as key to cloud

Google and Microsoft are moving more aggressively into the AI coding market led by Anthropic and OpenAI, as big tech competes to keep developers tied to its AI models, platforms and cloud services. Analysts say the battle is less about selling tools than about ecosystem control. Market forecasts point to rapid growth. Companies such as MongoDB and Snowflake are using multiple services rather than committing to one provider.