All articles tagged with #google cloud
Alphabet posted solid fourth-quarter results, with Google Cloud revenue up 48% year over year and margins improving, but it forecast 2026 capital expenditures of $175–$185 billion—far above consensus around $115 billion—indicating a heavy investment push into cloud/AI that pressured the stock.
Google’s Gemini AI sales have surged over the past year, reflecting improved model quality and likely lifting Google Cloud revenue as AI spending tends to drive broader Google product purchases.
Alphabet Inc. reported strong quarterly results driven by AI integration and cloud growth, with a 14% revenue increase, leading to a significant stock rally of over 70% since April, despite concerns about AI risks; the company remains a top holding for the Artisan Value Fund, which highlights its attractive valuation and strong fundamentals.
Al Jazeera Media Network is launching 'The Core', an AI-driven initiative in collaboration with Google Cloud, to transform journalism by integrating AI into news operations, enhancing data processing, content creation, and workflow automation, aiming to modernize and improve the accuracy and engagement of their journalism.
Palo Alto Networks and Google Cloud have expanded their partnership to enhance AI security across cloud and hybrid environments, integrating Palo Alto's Prisma AIRS with Google Cloud's AI services to protect AI workloads, improve security management, and streamline deployment, while also migrating Palo Alto's internal workloads to Google Cloud to optimize performance and reliability.
Palo Alto Networks and Google Cloud have expanded their partnership to enhance AI security, integrating Palo Alto's Prisma AIRS platform with Google Cloud's AI infrastructure to secure AI workloads, improve security management, and streamline deployment across hybrid multicloud environments, while also migrating Palo Alto's internal workloads to Google Cloud.
Alphabet reported quarterly sales of $87.5 billion, beating estimates driven by strong growth in its Google Cloud unit, which generated a profit of $3.59 billion. The company's heavy investment in AI is paying off, with major deals and increased cloud sales, positioning it as a key player in the AI and cloud computing markets. Shares rose after the earnings report, reflecting investor confidence in its growth trajectory.
Alphabet's Q3 earnings exceeded expectations with revenue surpassing $100 billion for the first time, driven by broad growth across segments and a 33% increase in net income. The company also raised its 2025 capital expenditure forecast to $91-93 billion, reflecting strong investment in AI and cloud services, leading to a 6% stock jump in after-hours trading.
Anthropic and Google Cloud have announced a major partnership to develop and deploy advanced AI chips, signaling a significant move in AI hardware collaboration.
Anthropic is expanding its use of Google Cloud's TPU chips, planning to access up to one million TPUs by 2026 to train and serve future generations of Claude AI models, enhancing its AI research and deployment capabilities.
Google has launched Gemini Enterprise, a new AI platform for businesses that allows companies to build and deploy AI assistants integrated with internal systems and popular business applications, aiming to compete in the growing workplace AI market. The platform offers tools for creating, sharing, and managing AI agents across various departments, with pricing starting at $21 per seat per month, and has already gained notable customers like Figma, Klarna, and Virgin Voyages.
Google Cloud has launched Gemini Enterprise, an AI platform aimed at everyday workers to automate tasks and generate content, competing with Microsoft and OpenAI. The platform integrates existing technologies into a unified system, connecting with various business applications, and costs $30 per user monthly. It seeks to democratize AI access in workplaces, enabling employees to interact with enterprise data and automate workflows without coding, and is available globally in multiple languages.
SAP and Google Cloud have expanded their partnership by launching SAP Business Data Cloud Connect for Google BigQuery, a zero-copy data sharing solution that enables real-time, secure access to SAP data within Google BigQuery. This integration aims to eliminate data replication, improve data governance, and accelerate AI and analytics initiatives by providing businesses with immediate access to trusted, business-ready data for building intelligent agents, automating workflows, and gaining deeper insights. The solution is available in multiple regions and plans for broader availability in 2026.
Google's cloud computing business reported a 32% revenue increase in Q2, driven by AI workloads, leading to positive Wall Street reactions and a stock rise. The company also raised its 2025 capital spending guidance to $85 billion, emphasizing AI infrastructure. Analysts see Google Cloud as a strong competitor to Amazon and Microsoft, with growth prospects supported by high demand and expanding backlog.
Alphabet is set to report its Q2 2025 earnings, with analysts expecting EPS of $2.18 and revenue of $93.91 billion, reflecting growth and strong market confidence, with a potential upside of over 8% based on analyst targets and options market predictions.