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Google pledges to invest $44 billion in guarantees for data center leasing projects.

1 hours ago

According to a report from The Information, Google (GOOG.O) disclosed last week that it has agreed to cover third-party data center lease payments worth up to $44 billion if its tenants default. This figure marks an increase from $65 billion as of the end of September, reflecting Google’s efforts to supply its own alternative to NVIDIA’s AI chips to firms like Anthropic. Google has taken on these commitments, known as "backstop guarantees", to scale up its TPU sales. Two sources revealed that Google made these commitments based on the consideration that revenue from TPU sales would exceed the financial obligations stemming from guaranteeing data center leases to house the chips. One source said company executives are confident this financial calculation is beneficial to Alphabet. The report notes that Alphabet has provided lease guarantees for a total capacity of roughly 2.4 gigawatts across around ten projects, all of which are still unfinished, meaning the guarantees have not yet taken effect.

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Seagate rose more than 5% in after-hours trading, with Q4 revenue and adjusted earnings per share both beating expectations.

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SpaceX rose more than 3% against the market trend, with its market capitalization rebounding to $1.54 trillion.

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Jensen Huang reiterated his support for open-weight AI models.

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US stocks close: Sandisk plummeted over 14%, halving from its peak; Micron and SK Hynix dropped around 9%.

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Fish Audio completes $52 million seed round, launches next-generation voice model S2.1 Pro

According to official announcements, AI voice company Fish Audio has closed a $52 million seed round, with investors undisclosed at this time. The firm also officially launched its next-generation voice generation model, S2.1 Pro. Fish Audio stated that S2.1 Pro can clone voices using just a 5-second audio sample, generates audio roughly twice as fast as Cartesia, and costs approximately one-sixth of ElevenLabs’ pricing. The model supports fine-grained control over word-level emotion, intonation, and speech rate, and is hailed as one of the most expressive voice models currently available. Multiple AI companies including HeyGen, LiveKit, Retell, Sanas, and OpenArt are already deploying Fish Audio’s models in production environments. The company offers a cost guarantee: if enterprises adopt its voice AI services and fail to reduce their costs by at least 50%, they will receive one full year of free Fish Audio services. To celebrate its first anniversary, Fish Audio also announced that it is granting users one month of free access to experience S2.1 Pro.

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