Browsing Tag
Google Cloud
205 posts
Conduent brings Google Gemini into Viewpoint as legal AI push moves deeper
Conduent is embedding Google Gemini models into its Viewpoint legal technology platform, targeting eDiscovery, breach response and eventually contract analytics as the company restructures around a smaller core portfolio.
CoreWeave (NASDAQ: CRWV) backlog hits $104bn as $39bn AI buildout tests leverage
CoreWeave’s $104 billion backlog and 112% Q2 growth validate AI demand, but $39 billion capex and $640 million interest keep $CRWV risky despite the rally.
Cognizant (CTSH) stock gains 43% in July as AI strategy strengthens Q2 growth
Cognizant’s Q2 growth and AI strategy lifted $CTSH 43% in July, but weaker quarterly bookings and acquisition debt keep execution risks firmly in focus.
Scale AI’s new CEO must solve the $29bn company’s biggest problem: Can customers still trust it after Meta’s deal?
Francis deSouza will lead Scale AI’s expansion into enterprise and government applications after Meta Platforms’ investment disrupted its founder-led model and customer relationships.
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.