Browsing Tag
Google Cloud
201 posts
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.
Cognizant launches EMEA AI Unit as $CTSH faces its biggest test beyond pilot-stage AI
Cognizant’s new EMEA AI Unit brings specialist engineering, governance and delivery teams together as enterprises seek production-ready agentic AI without becoming dependent on one technology provider.
SAP Q2 2026: Cloud backlog jumps 26% to €22.9bn as AI acquisitions dilute FY guide
SAP's Q2 cloud backlog surged 26% to €22.9bn, reversing a two-quarter slowdown, but Dremio and Prior Labs dilution just trimmed the 2026 profit guide.
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.
Britain puts Microsoft, Google, AWS and Oracle under direct financial cloud oversight
Britain will directly supervise four major cloud providers used by banks and insurers, turning technology concentration into a formal financial-stability issue.
DigitalOcean (DOCN) Q2 RPO tops $800m, 10X YoY on nine-figure AI customer wins
DigitalOcean (DOCN) up 9.3% as Q2 RPO tops $800M, 10X YoY on nine-figure AI wins. Growth accelerates to 29%, capacity extends into 2028.
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.
Nvidia (NVDA) rises on Kyber denial but trails AMD and Broadcom as Rubin Ultra cadence questioned
Nvidia (NVDA) denies SemiAnalysis report that Kyber rack for Rubin Ultra slips to 2028, but stock lags AMD, Broadcom as roadmap doubts build. Read more.
Meta challenges AWS, Azure, and Google Cloud with new AI infrastructure business
Meta Platforms is developing a cloud business to sell excess AI computing power, challenging AWS, Azure, and Google Cloud.