Browsing Tag
Gemini Enterprise
15 posts
Promevo targets AI agent sprawl with unified Gemini and Google Cloud control layer
Insights by Promevo connects Gemini Enterprise usage, custom AI agents, permissions and Google Cloud spending in one read-only platform as enterprise AI governance shifts from experimentation toward cost and access control.
October 5, 2026
Google Cloud plans to double Brazil infrastructure by 2030 as agentic AI demand grows
Google Cloud plans to double its technical infrastructure in Brazil by 2030, adding local compute, storage and AI processing while Gemini Enterprise introduces in-country data processing and NVIDIA Blackwell-powered G4 virtual machines become available from the SĂŁo Paulo region.
September 27, 2026
Accenture and Google form Gemini unit as enterprise AI moves beyond pilots
Accenture and Google Cloud are creating a dedicated Gemini Enterprise business group with 1,000 forward deployed engineers, turning enterprise agent adoption into a services-scale challenge at a time when investors are questioning how artificial intelligence changes traditional consulting economics.
September 18, 2026
Cognizant (CTSH) beat Q2 and lifted its EPS guide, so why did bookings just fall 6%?
Cognizant raised its 2026 EPS guide and deployed $1.1 billion on buybacks, yet Q2 bookings fell 6% and attrition climbed to 13%, complicating the CTSH thesis.
July 29, 2026
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.
July 23, 2026
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.
July 7, 2026
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.
July 7, 2026
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.
June 11, 2026
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.
June 7, 2026
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.
May 31, 2026