All articles tagged with #google cloud
Apple is rolling out a Google Cloud data-permission popup in iOS 26 and iOS 27 for AI features, notifying users when data may be sent to Google Cloud for tasks like shape generation in iWork and other AI features, signaling a shift from Apple’s Private Cloud Compute to Google-backed AI processing while emphasizing security measures tied to PCC.
The Motley Fool identifies Alphabet, Meta Platforms, and Microsoft as standout buys within the Magnificent Seven, citing Alphabet’s strong Google Cloud growth and Waymo expansion, Meta’s AI-enhanced ad platform and open-source Llama framework, and Microsoft’s Azure-driven enterprise expansion and Copilot tools that reinforce customer lock‑in and scalable profitability.
The Motley Fool flags Alphabet and Microsoft as solid long-term bets in AI and cloud computing. It highlights Google Cloud’s 63% year-over-year revenue growth, margin expansion, Gemini and TPU AI offerings, and Microsoft Azure’s 40% YoY growth plus Copilot integration and OpenAI stake as durable AI drivers. The piece argues these two stocks could pay off over the next decade, while noting Alphabet wasn’t in Stock Advisor’s latest top-10 list.
Alphabet's stock has more than doubled as its AI-driven cloud growth becomes the main revenue engine: Google Cloud revenue rose 63% in Q1 2026 to over $20B, and the backlog swelled to $462B, signaling strong demand even as management cautions the company is currently compute-constrained. The firm plans about $180-190B in capital expenditures in 2026, with 2027 capex expected to rise, implying a costly race to meet AI-driven demand.
Apple is reportedly redesigning Siri to tap Nvidia's Blackwell B200 chips hosted on Google Cloud, blending on-device processing for simple requests with cloud compute for heavier AI tasks, while still using its Private Cloud Compute for sensitive workloads. The move, tied to broader AI infrastructure collaboration, could scale Siri's capabilities ahead of WWDC with Nvidia and Google Cloud providing the heavy lifting, though Apple has not confirmed specifics.
Google Cloud is trimming cybersecurity staff, including the Threat Intelligence Group and teams within Mandiant, with numbers undisclosed; the company says the cuts are to reinvest in growth areas like AI, reflecting a broader Big Tech trend of using AI investments to justify layoffs.
Apple is set to launch a revamped Siri in September that runs most AI on iPhones while offloading heavier processing to Google Cloud, powered by Nvidia’s B200 chips.
A new report details Apple’s plan to process some Siri queries in Google Cloud using Nvidia’s Gemini-based GPUs and its confidential compute feature, encrypting data as it’s processed on the chips. This marks a shift from Apple’s typically in-house approach, leveraging Nvidia hardware and Google Cloud for at least part of Siri’s AI workload, though integration with Apple’s Private Cloud Compute strategy remains unclear.
Alphabet plans to raise up to $80 billion in equity to fund its AI infrastructure investments, including a $10 billion private placement to Berkshire Hathaway—its first stock sale in more than two decades. The move accompanies an expected up to $190 billion in capital expenditure this year, funded in part by debt, as Alphabet seeks to diversify funding sources. Berkshire would own about $32 billion of Alphabet, elevating its stake among Berkshire’s top holdings. Proceeds will also cover changes to taxes on vesting employee stock grants, with about $30 billion from common/convertible shares and up to $40 billion from open-market sales expected starting in Q3. Goldman Sachs acted as placement agent for Berkshire and joint bookrunner on the equity raise with JPMorgan Chase and Morgan Stanley. Google Cloud posted a 63% YoY revenue rise to $20 billion in Q1, highlighting AI-driven growth.
Alphabet jumped after beating revenue estimates and Google Cloud revenue rising 63% year over year, fueling a 34% April rally—the strongest since Google’s 2004 IPO—while Meta fell as investors questioned the returns on its AI spending; Alphabet also lifted its year capex forecast to $180–$190 billion, and Meta explored a $20–$25 billion bond deal to fund its AI buildout, underscoring divergent paths in the AI investing cycle.
Alphabet blew past estimates in Q1 2026 with revenue of $110 billion, up 22% year over year, led by Google Cloud’s 63% jump to $20 billion and surging demand for AI. Operating margin rose to 36.1%, net income to $62.6 billion, and EPS to $5.11 (up 82%). Google Cloud backlog swelled to $462 billion, with management raising 2026 capex to $180–$190 billion to fund growth, and demand for Tensor Processing Units (TPUs) was described as unprecedented as new hardware deals broaden revenue. Alphabet also raised its quarterly dividend by 5% to $0.22 per share. At about 28x next year’s earnings, the stock remains reasonably priced given cloud and AI momentum.
Alphabet posted a strong Q1, with revenue up 22% to $109.9B and net income up 81%, led by Google Search/YouTube and a 63% surge in Google Cloud. Operating income rose 30% and the company raised its quarterly dividend to $0.22. AI spending appears to be paying off across the portfolio, though capital expenditures jumped and free cash flow declined as Alphabet expands its AI infrastructure.
Alphabet beat first-quarter expectations as Google Cloud posted robust growth, helping lift revenue and earnings and signaling stronger diversification beyond ads, with investors responding to the cloud-driven upside.
Google Cloud chief Thomas Kurian argues that owning the full AI stack—in-house chips (TPUs), Gemini models, and DeepMind-driven tech—will help Google close the gap with AWS and Azure. The company previewed newer TPU generations, touted its self-developed hardware and software as a differentiator, and expanded its Chips–to–Models ecosystem with a $40 billion Anthropic investment. Google says this approach reduces Nvidia dependency, supports faster, cheaper AI deployments, and underpins a forecast of rapid cloud revenue growth (around $70 billion this year) with heavy capex of about $185 billion.
A Google Cloud executive says nearly all big game studios now use AI in development, though many avoid public confirmation due to backlash; tools like Gemini and Nano Banana Pro help automate repetitive tasks, with Capcom cited as an example of using AI to generate ideas and assets so artists can focus on core creativity. The trend could shift public sentiment as players realize their favorite games may have been shaped by AI earlier than they knew.