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Over 30% of Google’s New Code Is Now AI-Generated
Samsung Chips Surge on China Stockpiling
Algot Persson
April 29, 2025
In Today’s Issue (no fluff):
Over 30% of Google’s New Code Is Now AI-Generated
Samsung Chips Surge on China Stockpiling
Read time: 3 minutes
Over 30% of Google’s New Code Is Now AI-Generated
Alphabet CEO Sundar Pichai said over 30% of new code at Google is now written by AI, up from 25% in October. The announcement came during Alphabet’s Q1 earnings call, where he emphasized the growing role of generative AI across all business units.
The company is pushing into deeper “agentic” coding workflows and has deployed more integrated AI experiences internally, including for customer service and finance operations. Pichai also confirmed that all 15 Google products with over half a billion users are now powered by Gemini models—including Android, Pixel, and Google Search.
Gemini has replaced Google Assistant on phones, and will soon power tablets, headphones, and other devices. Meanwhile, Google’s AI-powered search tools—like AI Overviews and AI Mode—are seeing strong adoption, with over 1.5 billion monthly users and significantly longer queries.
Alphabet reported a 12% revenue increase to $90.23B, with net profit up 46% to $34.54B. Its cloud revenue rose 28% to $12.3B, driven by demand for AI infrastructure and tools. Google also reaffirmed its plan to spend $75B in capital expenditures this year to accelerate AI development.
The company continues to face antitrust pressure in the US, including ongoing cases over its ad tech dominance and online search practices.
Sundar
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Samsung Chips Surge on China Stockpiling
Samsung Chips
Samsung Electronics’ semiconductor business posted 1.1 trillion won ($767M) in operating profit for Q1, surpassing analyst expectations as Chinese clients ramped up chip orders ahead of new US tariffs.
Revenue from the chip division totaled 25.1 trillion won, driven by stronger demand for PC memory and smartphones. Major customers—including Apple and Lenovo—sped up shipments early in the year to avoid potential trade disruptions. Samsung’s own Galaxy S25 launch also contributed to the quarter’s gains.
Despite the Q1 bump, analysts warned the surge may be front-loaded and unsustainable if US-China tensions escalate further. Samsung’s broader results showed stable profit at 6.6 trillion won and a 10% year-over-year revenue increase to 79 trillion won.
However, challenges remain. Samsung is still waiting on Nvidia’s approval for its most advanced high-bandwidth memory (HBM) chips. Rival SK Hynix remains the market leader in HBM supply for AI accelerators. Samsung’s contract chipmaking business also underperformed, with low order volume making it hard to compete with TSMC, which controls nearly two-thirds of the global foundry market.
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