Browsing Tag
Google Cloud
217 posts
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.
Is Google’s Missouri mega-project the new model for avoiding data center backlash?
Google’s $15B Missouri data center push links AI infrastructure, power demand and jobs. Find out why Alphabet’s strategy matters now!
Anthropic Q2 revenue set to double to $10.9bn as $45bn SpaceX deal redraws AI compute map
Anthropic nears first operating profit on $10.9B Q2 sales as $1.25B monthly SpaceX compute deal reshapes AI infrastructure economics. Read full analysis.
The quiet grid battle behind NextEra Energy’s reported $400bn Dominion Energy move
AI needs power faster than grids can expand. A NextEra-Dominion deal could turn Virginia’s data-center corridor into utility M&A’s new prize.
IBM targets enterprise AI production gap with new Red Hat managed services
AI pilots are easy. Production inferencing is messy. IBM’s Red Hat cloud push targets the enterprise gap rivals also want.
Megaport (ASX: MP1) surges 28% on $254m AI compute contracts: What comes next
Megaport said AI was the future. Today it signed $254 million of proof. The harder question is whether August's result can hold the re-rating.
Defence Holdings (LSE: ALRT) silent for 11 weeks: Is Project Ixian close to a contract?
Defence Holdings PLC has not filed an RNS since 17 February 2026. Project Ixian, Gloucestershire Police and a new CEO sit behind the wall of silence.
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?
Cognizant Q1 2026 results show AI margin push as CTSH faces demand pressure
Cognizant has AI momentum, but demand is softening. Project Leap may decide whether bookings convert into durable margin expansion.