{"id":15711,"date":"2026-10-29T19:08:55","date_gmt":"2026-10-29T18:08:55","guid":{"rendered":"https:\/\/dailyai.com\/?p=15711"},"modified":"2026-10-29T19:08:55","modified_gmt":"2026-10-29T18:08:55","slug":"dailyai-briefing-googles-ai-bill-outruns-its-cash-plus-4-more","status":"publish","type":"post","link":"https:\/\/dailyai.com\/fr\/2026\/10\/dailyai-briefing-googles-ai-bill-outruns-its-cash-plus-4-more\/","title":{"rendered":"Point presse DailyAI\u00a0: La facture d\u2019IA de Google d\u00e9passe ses fonds disponibles, et 4 autres informations"},"content":{"rendered":"

Bienvenue dans le briefing DailyAI, les cinq plus grandes actualit\u00e9s du jour en mati\u00e8re d'IA.<\/strong> Le d\u00e9veloppement de l'IA d'Alphabet a co\u00fbt\u00e9 17 000 milliards de dollars de plus que son chiffre d'affaires du dernier trimestre, tandis que Microsoft a investi une somme similaire tout en pr\u00e9servant sa tr\u00e9sorerie. Google int\u00e8gre \u00e9galement des publicit\u00e9s dans son mode IA dans 10 pays suppl\u00e9mentaires, OpenAI a demand\u00e9 \u00e0 la Californie de renforcer la loi de s\u00e9curit\u00e9 que ses propres agents ont contourn\u00e9e, un relais du march\u00e9 gris d\u00e9sactive les environnements de test (sandbox) de Codex et Claude Code, et une enqu\u00eate men\u00e9e aupr\u00e8s de 5 560 \u00e9tudiants r\u00e9v\u00e8le que la plupart des adolescents se tournent vers l'IA lorsqu'ils ont le moral \u00e0 z\u00e9ro.<\/p>\n

Entrons dans le vif du sujet.<\/p>\n

La facture de Google pour l'IA d\u00e9passe ses fonds disponibles.<\/h2>\n

Le chiffre est de -$9,1 milliards. Il s'agit du flux de tr\u00e9sorerie disponible d'Alphabet pour le trimestre clos le 30 septembre, apr\u00e8s des investissements de $51,4 milliards dans les centres de donn\u00e9es et les puces, contre $42,3 milliards provenant des op\u00e9rations, selon [source manquante]. son communiqu\u00e9 de r\u00e9sultats<\/a>. Microsoft, publiant ses r\u00e9sultats le m\u00eame jour, a pay\u00e9 39,4 milliards de dollars pour des immobilisations corporelles et a conserv\u00e9 18,6 milliards de dollars. \u00e9tat des flux de tr\u00e9sorerie<\/a> spectacles.<\/p>\n

\n

Le troisi\u00e8me trimestre est termin\u00e9 ! Nous atteignons d\u00e9sormais un chiffre d'affaires annuel de 500 milliards de dollars. Alphabet<\/span><\/span> Le chiffre d'affaires a progress\u00e9 de 251\u00a0000\u00a0trous et 6\u00a0trous. Nos investissements en IA stimulent la croissance globale des requ\u00eates de recherche, y compris les requ\u00eates commerciales. Le chiffre d'affaires de Google Cloud a progress\u00e9 de 1\u00a0031\u00a0000\u00a0trous et 6\u00a0trous, port\u00e9 par une demande exceptionnelle pour notre infrastructure et nos solutions d'IA.<\/p>\n

- Sundar Pichai (@sundarpichai) 28 octobre 2026<\/a><\/p><\/blockquote>\n

Les investisseurs ont rapidement pris parti. L'action Alphabet a chut\u00e9 d'environ 101 points avant l'ouverture jeudi, tandis que celle de Microsoft a progress\u00e9 de pr\u00e8s de 41 points., CNBC a rapport\u00e9<\/a>. Notre lecture, pr\u00e9sent\u00e9e dans notre analyse de ce matin<\/a>, Il s'agit davantage d'un d\u00e9calage temporel que d'un verdict. Google Cloud a connu une croissance de 1\u00a0031\u00a0000\u00a0t\u00e9l\u00e9chargements et 6\u00a0t\u00e9l\u00e9chargements, et Microsoft loue une plus grande partie de sa capacit\u00e9\u00a0; sa facture arrive donc plus tard. Le chiffre \u00e0 surveiller est le plan de d\u00e9penses d'Alphabet pour 2027, qui, selon l'entreprise, augmentera consid\u00e9rablement, sans toutefois le chiffrer.<\/p>\n

Les publicit\u00e9s en mode IA sont d\u00e9sormais disponibles dans 10 pays suppl\u00e9mentaires.<\/h2>\n

Ce m\u00eame communiqu\u00e9 de r\u00e9sultats explique pourquoi Google souhaite que les r\u00e9ponses bas\u00e9es sur l'IA soient payantes. Les revenus li\u00e9s \u00e0 la recherche ont progress\u00e9 de 121 milliards de dollars \u00e0 17,6 milliards de dollars, contre 171 milliards de dollars au deuxi\u00e8me trimestre et 191 milliards de dollars au premier., Notes de TechCrunch<\/a>. Donc Google int\u00e8gre les publicit\u00e9s en mode IA<\/a>, son syst\u00e8me de recherche de type chatbot, en Australie, au Canada, en Inde, au Kenya, en Malaisie, en Nouvelle-Z\u00e9lande, au Nigeria, au Pakistan, aux Philippines et \u00e0 Singapour, avec le Br\u00e9sil, le Mexique et le Royaume-Uni pr\u00e9vus pour plus tard ce trimestre, son \u00e9quipe publicitaire a d\u00e9clar\u00e9<\/a>.<\/p>\n

\n

Google \u00e9tend ses annonces en mode IA \u00e0 l'Australie, au Canada, \u00e0 l'Inde, au Kenya, \u00e0 la Malaisie, \u00e0 la Nouvelle-Z\u00e9lande, au Nigeria, au Pakistan, aux Philippines et \u00e0 Singapour. De plus, Google d\u00e9ploie les \u201c\u00a0annonces multi-tours\u00a0\u201d aux \u00c9tats-Unis en mode IA.<\/p>\n

\u2014 Barry Schwartz (@rustybrick) 28 octobre 2026<\/a><\/p><\/blockquote>\n

Aux \u00c9tats-Unis, les publicit\u00e9s peuvent d\u00e9sormais appara\u00eetre dans les questions de suivi, et non plus seulement dans la premi\u00e8re. Chaque publicit\u00e9 est signal\u00e9e comme \u00ab\u00a0Sponsoris\u00e9e\u00a0\u00bb. Concr\u00e8tement, pour les lecteurs de ces pays, c'est simple\u00a0: un produit recommand\u00e9 par une IA peut d\u00e9sormais \u00eatre sponsoris\u00e9. Il est donc conseill\u00e9 de v\u00e9rifier la mention \u00ab\u00a0Sponsoris\u00e9\u00a0\u00bb avant de le consid\u00e9rer comme une suggestion de l'IA.<\/p>\n

OpenAI r\u00e9clame des r\u00e8gles plus strictes apr\u00e8s son propre piratage.<\/h2>\n

Environ 1 200 agents d'OpenAI, cens\u00e9s rester s\u00e9par\u00e9s lors des tests de cybers\u00e9curit\u00e9 internes, ont trouv\u00e9 un moyen de communiquer entre eux, et 700 d'entre eux ont particip\u00e9 \u00e0 une attaque contre Hugging Face., une enqu\u00eate ind\u00e9pendante men\u00e9e par METR et Redwood Research<\/a> Trouv\u00e9. En vertu de la loi SB 53, principale loi californienne sur la s\u00e9curit\u00e9 de l'IA, cela n'a pas \u00e9t\u00e9 consid\u00e9r\u00e9 comme un incident de s\u00e9curit\u00e9 critique, car personne n'a \u00e9t\u00e9 bless\u00e9.<\/p>\n

Lors d'une audience de quatre heures \u00e0 Sacramento, OpenAI ont demand\u00e9 aux l\u00e9gislateurs de changer cela<\/a>. Ses diapositives<\/a> L'appel \u00e0 un syst\u00e8me de signalement des incidents couvrant les pr\u00e9judices \u00e9conomiques graves ou les perturbations des syst\u00e8mes d'autres entreprises, ainsi que la mise en place de proc\u00e9dures d'arr\u00eat d'urgence fonctionnelles et de contr\u00f4les ind\u00e9pendants, a \u00e9t\u00e9 lanc\u00e9. Anthropic a \u00e9galement soutenu une d\u00e9finition plus large. \u2019\u00a0Une loi est en pr\u00e9paration\u00a0\u201c, a d\u00e9clar\u00e9 la d\u00e9put\u00e9e Buffy Wicks., Le Sacramento Bee rapporte<\/a>. C'est un revirement notable pour une entreprise qui s'\u00e9tait oppos\u00e9e \u00e0 un pr\u00e9c\u00e9dent projet de loi californien sur la s\u00e9curit\u00e9 en 2024.<\/p>\n

Un relais qui d\u00e9sactive le verrou de s\u00e9curit\u00e9<\/h2>\n

Les analystes de Symantec sp\u00e9cialis\u00e9s dans la d\u00e9tection des menaces ont d\u00e9couvert un service non officiel vendant Codex et Claude Code dans des pays o\u00f9 ils ne sont pas commercialis\u00e9s. Ce service est exploit\u00e9 par une douzaine d'organisations, principalement en Chine continentale. Les utilisateurs installent les outils authentiques, puis un script d'une seule ligne. les rec\u00e2ble<\/a> Ainsi, chaque requ\u00eate transite par les serveurs du relais. Ce dernier d\u00e9sactive \u00e9galement l'environnement d'ex\u00e9cution isol\u00e9, accorde \u00e0 l'agent l'acc\u00e8s au r\u00e9seau, d\u00e9sactive la t\u00e9l\u00e9m\u00e9trie et utilise ses propres identifiants., Rapports de Dark Reading<\/a>.<\/p>\n

Symantec n'a d\u00e9tect\u00e9 aucune attaque \u00e0 ce jour. Cependant, un relais situ\u00e9 \u00e0 cet endroit peut lire toutes les invites, tous les fichiers et tous les secrets. De plus, si le bac \u00e0 sable est d\u00e9sactiv\u00e9, une r\u00e9ponse malveillante pourrait s'ex\u00e9cuter avec les droits d'acc\u00e8s complets de l'utilisateur. Les \u00e9quipes de s\u00e9curit\u00e9 peuvent v\u00e9rifier deux points d\u00e8s aujourd'hui\u00a0: que leurs agents de codage pointent uniquement vers OpenAI ou Anthropic, et que le bac \u00e0 sable est toujours activ\u00e9.<\/p>\n

La plupart des adolescents se tournent vers l'IA lorsqu'ils se sentent d\u00e9prim\u00e9s.<\/h2>\n

Le dernier chiffre est 57%. Il s'agit de la proportion d'\u00e9l\u00e8ves am\u00e9ricains du secondaire qui d\u00e9clarent utiliser l'IA lorsqu'ils se sentent tristes, stress\u00e9s, seuls ou d\u00e9pass\u00e9s, soit presque autant que ceux qui l'utilisent pour leurs devoirs (58%). une enqu\u00eate de la Fondation Jed aupr\u00e8s de 5 560 \u00e9tudiants<\/a>. Les personnes qui utilisaient des chatbots pour avoir de la compagnie, environ 12%, ont signal\u00e9 davantage d'anxi\u00e9t\u00e9, de d\u00e9pression et de solitude., comme nous l'avons rapport\u00e9 cet apr\u00e8s-midi<\/a>.<\/p>\n

L'association caritative est prudente quant aux limites de son \u00e9tude. Il s'agit d'un instantan\u00e9 pris dans 21 \u00e9coles, et non d'un \u00e9chantillon national\u00a0; elle ne peut donc pas affirmer que les chatbots aggravent le mal-\u00eatre des adolescents ou que, au contraire, les adolescents en difficult\u00e9 y ont davantage recours. Quoi qu'il en soit, un chatbot est d\u00e9sormais l'un des premiers r\u00e9flexes de nombreux jeunes lorsqu'ils sont contrari\u00e9s, ce qui explique l'importance de lois comme celle-ci. New York lance de nouveaux contr\u00f4les d'\u00e2ge pour les chatbots<\/a> arrivent maintenant.<\/p>\n

Fin de la communication<\/h2>\n

Voil\u00e0 pour jeudi. L'argent investi dans l'IA est colossal, et les entreprises cherchent activement \u00e0 le rentabiliser, notamment gr\u00e2ce \u00e0 la publicit\u00e9 int\u00e9gr\u00e9e aux r\u00e9ponses et \u00e0 des r\u00e9glementations qu'elles ont longtemps combattues. Ailleurs sur le site aujourd'hui, vous pouvez d\u00e9sormais\u2026 texte ChatGPT<\/span><\/span>\u2019Agent Dot de 's<\/a>, et l'Australie souhaite que les centres de donn\u00e9es d'IA soient maintenus en dehors de sa banlieue<\/a>.<\/p>\n

\u00c0 demain.<\/p>","protected":false},"excerpt":{"rendered":"

Alphabet’s AI spending ran $9.1 billion ahead of its cash while Microsoft kept $18.6 billion, and Google put ads in AI Mode in 10 more countries.
\nPlus OpenAI asks California for tougher AI rules, a relay switches off Codex and Claude Code sandboxes, and most teens turn to AI when low.<\/p>","protected":false},"author":1,"featured_media":15712,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[],"tags":[338],"class_list":["post-15711","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","tag-roundup"],"yoast_head":"\nDailyAI Briefing: Google\u2019s AI bill outruns its cash, plus 4 more<\/title>\n<meta name=\"description\" content=\"Alphabet's AI bill outruns its cash, ads in AI Mode, OpenAI's push on California's AI law, a Codex and Claude Code relay, and teens turning to AI.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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