Google Cloud is deploying context-creating AI agents within its tools to automate tasks handled by forward-deployed engineers; Google is hiring hundreds of FDEs
Analysis: Google DeepMind has lost frontier-model momentum amid leadership and RL talent departures, with Google Cloud emerging as a winner with more compute
GCP YoY rev growth >100%, DeepMind's long term failure is Google Cloud's short term gain — On Wednesday, August 5th …
Sources: some Google researchers have grown frustrated over AI compute access for ambitious projects while Google Cloud sells TPUs to customers like Anthropic
MacKenzie Sigalos /CNBC:
Alphabet reports Q2 revenue up 24% YoY to $119.8B, vs. $116.9B est., Google Cloud revenue up 82% YoY to $24.8B, and Google Services revenue up 15% YoY to $94.5B
MOUNTAIN VIEW, Calif. - July 22, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended June 30, 2026.
Alphabet reports Q2 revenue up 24% YoY to $119.8B, above $116.9B est., Google Cloud revenue up 82% YoY to $24.8B, and Services revenues up 15% to $94.5B
MOUNTAIN VIEW, Calif. - July 22, 2026 - Alphabet Inc. (NASDAQ: GOOG, GOOGL) today announced financial results for the quarter ended June 30, 2026.
Sources: Meta plans a cloud infrastructure business that will sell access to AI compute and models, to compete with AWS, Azure, and Google Cloud; META jumps 9%
Meta Platforms Inc. is developing plans for a cloud infrastructure business that will sell access to AI computing power and models …
Google Cloud says its SpaceX compute deal is a “short-term” agreement “to ensure we have bridge capacity to meet surging customer demand” for Gemini Enterprise
Kate Conger /New York Times:
Google Cloud says its SpaceX compute deal is a “short-term” agreement “to ensure we have bridge capacity to meet surging customer demand” for Gemini Enterprise
Elon Musk's rocket company said Google would pay it $920 million a month, as it prepared for its initial public offering.
Cloud provider Railway says Google Cloud suspended its account without cause, resulting in an outage; in 2024, GCP deleted an Australian pension fund's account
Cloud provider Railway says Google Cloud suspended its account without cause, resulting in an outage; in 2024, GCP deleted an Australian pension fund's account
PaaS platform Railway says Google temporarily suspended its account on Wednesday without cause, inducing a major outage.