Browsing Tag
Gemini Enterprise
11 posts
Alphabet Q2 revenue jumps 24% as Google Cloud surges 82%, but $205bn AI capex pressures GOOGL
Alphabet’s artificial intelligence strategy produced exceptional Google Cloud growth and stronger operating margins, but record infrastructure spending pushed quarterly free cash flow below zero. The second-quarter numbers have shifted the investor debate from whether artificial intelligence is generating demand to whether Alphabet can fund that demand without weakening capital returns.
Accenture Edge targets $240bn mid-market AI opportunity with Google Cloud
Accenture Edge and Google Cloud are launching preconfigured agentic artificial intelligence solutions for mid-market companies, creating a new growth channel for Accenture while expanding Google Cloud’s reach beyond the world’s largest enterprises.
Cognizant (CTSH) bets on agentic AI reset with expanded Google Cloud partnership
Cognizant expands Google Cloud partnership, targets 200,000 Gemini Enterprise users as CTSH trades near 52-week low. Read the full executive analysis.
Alphabet is paying SpaceX $920m a month, so what exactly is GOOGL buying?
Find out how Alphabet’s $920m monthly SpaceX compute deal could reshape GOOGL stock sentiment, AI infrastructure, and cloud rivalry.
SpaceX lands a $30bn Google compute deal as AI’s landlords and tenants blur before its IPO
SpaceX will rent Google ~110,000 Nvidia GPUs for $920M/month, up to $30B through 2029, its second giant compute deal. Even Google needs bridge capacity for AI demand.
Can Workday and Google Cloud make enterprise AI agents useful before the hype runs out?
Workday and Google Cloud are pushing AI agents into HR and finance workflows. The strategic test is whether Gemini can make Workday stickier.
Alphabet smashes Q1 2026 estimates as Google Cloud revenue soars 63% and AI infrastructure spend hits $35.7bn
Google Cloud revenue jumped 63% and backlog hit $460B. Now Alphabet is borrowing $31B to spend $190B on AI capex. Is the build finally bigger than the demand?
From pilots to production: why Cognizant Corporation is betting big on agentic AI at scale (NASDAQ: CTSH)
Cognizant Corporation deepens its Google Cloud partnership to scale agentic AI. Discover what this means for enterprise execution and AI services growth.
TCS Q3 FY26 results: Can its Rs 15,000cr AI business unlock sustainable margin expansion across global IT services?
TCS Q3 FY26: ₹67,087 crore revenue, ₹13,438 crore profit, and AI biz crosses ₹15,000 crore run rate. Discover how dual-currency AI bets are shaping its future.
EPAM debuts industry-specific AI agents on Google Cloud Marketplace to target finance, healthcare, and retail
Find out how EPAM Systems is commercializing enterprise AI with seven production-ready agents on Google Cloud Marketplace for finance, healthcare, and retail users.