Epoch AI: Google controls ~25% of global AI compute, with ~3.8M TPUs and 1.3M GPUs; Google Cloud CEO Thomas Kurian says demand and revenue justify the spend
Epoch AI: Google controls ~25% of global AI compute, with ~3.8M TPUs and 1.3M GPUs; Google Cloud CEO Thomas Kurian says demand and revenue justify the spend
Thomas Kurian, Google Cloud's CEO, says its AI chips and models can help the data centre business gain ground
How Google Cloud has become one of Alphabet's fastest-growing businesses under Thomas Kurian, driven by investments in AI, data centers, custom chips, and more
- Google Cloud grew 34% in the third quarter on AI demand — Cloud is now challenging YouTube as Alphabet's No. 2 cash generator
An in-depth look at AWS' underperformance in the GenAI era, as Microsoft Azure and Google Cloud gain ground, and how Anthropic could spark an AWS AI resurgence
Two-and-a-half years ago, we flagged a looming “cloud crisis” at AWS. Today, the evidence has mounted. X: @rohanpaul_ai and @dylan522p X: Rohan Paul / @rohanpaul_ai : AWS is betting heavily on its cu...
A survey by Google Cloud and The Harris Poll finds 87% of game developers are using AI agents in their workflows; 63% expressed concerns about data ownership
While 97% of game developers believe AI is “reshaping” the games industry — A new survey by Google Cloud and The Harris Poll …
Google Cloud has competed well against AWS in AI, attracting business from The Browser Company, Safe Superintelligence, Thinking Machines Lab, and OpenAI
Kevin McLaughlin / The Information : X: @mzunigap and @kevkubernetes X: Mario Zúñiga / @mzunigap : Competition in the cloud services market. Once again, like in most digital markets, product differen...
Google Cloud VP Gabe Monroy says he has seen 20%-30% productivity gains across the software development lifecycle at large companies using Gemini Code Assist
Vikas SN / Moneycontrol :
Alphabet reports Q2 revenue up 7% YoY to $74.6B, net income of $18.37B, up from $16B YoY, and Google Cloud revenue of $8.03B, up from $6.28B YoY; GOOG jumps 6%+
including Q&A, Google call clocks in at 1.4 AI references per minute. @cnbcovertime : Alphabet's #cloud revenue growing 28% “This is an inflection point in that story...Amazon right now their back's t...
As AWS, Azure, Google Cloud, and other cloud providers face pressure to meet AI demand, Dell, Qualcomm, and other on-premises hardware providers see an opening
Traditional cloud infrastructure wasn't designed to support large-scale artificial intelligence. Hyperscalers are quickly working to rebuild it.
Sources: Google invested $300M in Anthropic, taking a 10% stake in the generative AI startup and requiring it to spend the money on Google Cloud
Cash-for-computing deal shows how large tech groups are investing in companies at the vanguard of generative AI