Alphabet falls on AI concerns after key researcher exits
Alphabet shares drop as AI talent exits spark investor worries over growth See why Google’s AI buildout, margin pressure, and outages are rattling markets
Alphabet shares fell sharply on Monday and were on pace for their worst day in about a year after several highprofile AI researchers left Google for rivals.
The move followed news that Noam Shazeer, a vice president of engineering and colead of Google’s Gemini models, left for OpenAI, and that DeepMind vice president John Jumper planned to join Anthropic. Jumper is known for cocreating AlphaFold, the proteinstructure prediction system that helped accelerate biological research.
Investors are also weighing broader concerns around artificial intelligence, including the possibility that AI models could become more commoditized and that heavy spending on data centers and infrastructure may put pressure on margins. Alphabet has raised significant capital this year to support its AI buildout, while users also reported outages on Gmail and YouTube on Monday.