Alphabet Class C

• Google's boomerang year: 20% of AI software engineers hired in 2025 were ex-employees - As competition heats up for AI talent, Google turned to hiring more so-called boomerang employees in 2025.
• The Oscars are heading to YouTube in 2029 - The Academy of Motion Picture Arts and Sciences signed a multi-year deal with Google-owned YouTube to stream the Oscars globally starting in 2029.
• A 'seismic' Nvidia shift, AI chip shortages and how it's threatening to hike gadget prices - The AI infrastructure buildout is creating shortages of components including various types of chips that are also used in consumer electronics.