Google's AI Is Rationing, Plus OpenAI's $1.25T Ask | Tech Arcade Podcast

Google says its new Gemini 4 Argon model processed almost 25 trillion tokens in its first 72 hours, and its chief executive says the company is now compute constrained. Then: OpenAI is reportedly raising up to $30 billion at a $1.25 trillion pre-money valuation, while still private, in a nervous week for AI stocks.

Full story: https://www.techarcade.io/google-s-newest-ai-burned-through-25-trillion-tokens-in-72-hours-now-it-s-rationing/

Full story: https://www.techarcade.io/openai-wants-another-30-billion-at-a-1-25-trillion-price-tag-it-hasn-t-earned-on-a-public/

Sources

https://sources.news/p/sundar-pichai-gemini-4-google-other-bets

https://getscuttlebutt.substack.com/p/google-ceo-gemini-35-pro-never-shipped

https://techcrunch.com/2026/10/22/openai-working-on-new-30b-raise-at-1-25t-valuation-ahead-of-ipo/

https://www.implicator.ai/openai-30-billion-round-1-25-trillion/

https://techstartups.com/2026/10/22/openai-nears-30-billion-funding-round-at-1-25-trillion-valuation-ahead-of-ipo/

https://en.sedaily.com/finance/2026/10/23/chip-shares-slide-as-ai-spending-fears-outweigh-solidigm

Where sources differ: reports split on who leads the OpenAI round (TechCrunch says Coatue leads with UAE investors participating; others say UAE investors and Coatue co-lead).

More at https://www.techarcade.io

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