Browsing Tag
Google Cloud
217 posts
Nvidia (NASDAQ: NVDA) is a $5tn company again, and this time Google’s TPUs are watching
Nvidia is back at $5 trillion. The harder question is whether Rubin can defend pricing power as Google TPUs and Broadcom ASICs scale into 2027.
IBM, AWS, and Microsoft face $195bn sovereign cloud rules built to cut them out
Sovereign cloud is a $195bn market in 2026 and governments are writing procurement rules that hyperscalers were not built to meet. Who wins and who adapts?
Google backs Anthropic with up to $40bn as 5GW compute deal reshapes the frontier AI landscape
Google commits up to $40B in Anthropic at a $350B valuation with 5GW of cloud compute. Here's what it means for AI markets. Read the full analysis.
Can Kyndryl (NYSE: KD) rebuild trust before its next earnings catalyst?
Kyndryl (NYSE: KD) faces a crucial earnings catalyst. Read what the selloff, AI push, and control issues mean for investors now.
TCS Q4 FY26 results: Profit up 12%, record $40.7bn deal wins and AI revenue cross $2.3bn
TCS Q4 FY26 results beat expectations with â‚ą13,718 crore profit, $12bn TCV and $2.3bn annualised AI revenue. What it means for NSE retail investors watching the stock.
Defence Holdings (LSE: ALRT): Can Project Ixian deliver the UK’s first sovereign-AI defence contract?
Defence Holdings (LSE: ALRT) investor roadmap. Project Ixian contract progress, new CEO Andrew Roughan, UK defence spending tailwinds, and key risks explained.
IBM and ElevenLabs bring enterprise-grade voice AI to watsonx Orchestrate, targeting regulated sectors at scale
IBM integrates ElevenLabs voice AI into watsonx Orchestrate with HIPAA and PCI controls, targeting healthcare, banking, and government. Read the full analysis.
How Accenture is using Google Cloud and Wiz to close security blind spots in modern multi-cloud infrastructure
Accenture plc expands its Google Cloud cybersecurity alliance to tackle AI-driven threats and strengthen enterprise cloud security. Discover why it matters now.
Can AI finally explain your lab results? Quest Diagnostics (NYSE: DGX) thinks so
Quest Diagnostics launches AI Companion powered by Google Gemini to explain lab results inside MyQuest. Discover how this could reshape patient-driven diagnostics.
Google unveils Gemini 3.1 Pro and signals a turning point in artificial intelligence reasoning
Find out why Google’s Gemini 3.1 Pro signals a major shift in artificial intelligence reasoning and what it means for enterprises, developers, and investors.