Browsing Tag
Google Cloud
185 posts
Merck (MRK) signs $510m AI drug discovery deal with Protillion Biosciences
Merck (MRK) signs a $510 million AI drug discovery deal with Protillion Biosciences, expanding its AI push ahead of the Keytruda patent cliff. Full analysis.
Oracle (ORCL) stock slide exposes the real cost of its AI infrastructure race
Find out why Oracle’s AI capex shock hit ORCL stock despite record cloud growth and what it means for AI infrastructure investors.
Alphabet’s Google targets AI phishing network as GOOGL faces cyber trust test
Find out how Google’s AI phishing lawsuit could reshape Alphabet’s cyber trust, Gemini risk and enterprise AI platform strategy.
Can UiPath stock recover as agentic automation revenue growth rebuilds the PATH story?
Find out how UiPath’s agentic automation push, fiscal 2027 results and PATH stock reset could reshape enterprise AI investing.
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.
Alphabet’s Project Skyway pause puts water, power and permitting risks back in focus
Find out why Alphabet’s Minnesota data center pause could reshape AI infrastructure approvals, energy planning and investor risk.
Deloitte, Google Cloud and Wiz target machine-speed cyber threats with human-in-the-loop AI defense
AI cyber threats are speeding up. Deloitte, Google Cloud and Wiz are building a human-led defense model for enterprise risk.
Alphabet to raise $80bn for AI as Berkshire Hathaway anchors the deal with a $10bn bet
Alphabet is raising $80B in equity for AI, anchored by a $10B Berkshire Hathaway bet. Even with $174B in cash flow, the AI buildout now needs outside capital.
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.
Anthropic’s $965bn mark resets the AI race as an October IPO looms
Anthropic's $65 billion Series H values it at $965 billion, leapfrogging OpenAI as Micron, Samsung, and SK hynix join the compute arms race. Read more.