Google Lets Schools Turn Off Gemini, But Not the AI in Search
THE SO WHAT
Search is becoming an inseparable AI surface — if you want Google Search in K-12, you’re implicitly opting into AI features. Districts that thought they could selectively “turn off AI” now need a real policy and supervision plan, not a toggle fantasy.
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With new Democratic governors in Texas, Georgia, Ohio, and Pennsylvania, roughly half of proposed US AI data center capacity just moved into higher-friction permitting and community scrutiny. Data center developers and large AI buyers need a red/blue regulatory map in their site-selection models—not just power price and land cost.
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The collapse of a ~$7B, 100K-chip lease to Tencent under US political pressure underlines that AI infra exports are now foreign policy instruments. Any cross-border AI compute deal—especially US–China—needs a regulatory and sanctions risk model baked into pricing, term, and contingency planning.
Applied AIOracle Scraps $7 Billion Deal to Lease Chips to Tencent, FT Says
A second confirmation that a $7B Oracle–Tencent chip lease is off the table reinforces the message: hyperscale AI infra deals are no longer purely commercial. If your growth thesis depends on selling advanced compute into sensitive jurisdictions, assume policy risk is now a first-order constraint.
Applied AIPharmaceutical leaders are skeptical of claims that AI could cure most diseases within a decade; the US FDA has yet to clear any AI-designed biotech drugs
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