US Top News and Analysis | Google cloud growth tops Microsoft and Amazon as all three beat estimates on AI demand

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In the first quarter, the three leading cloud providers all surpassed analyst expectations, with Google posting the most striking growth—its cloud revenue jumped 63% to $20.03 billion, the fastest expansion since the segment was separated in 2020. Amazon Web Services saw a 28% increase to $37.6 billion, while Microsoft’s Azure and other cloud services rose 40%, beating estimates. The surge is driven by soaring demand for artificial‑intelligence models and services, as Google pushes its Gemini AI and tensor‑processing units, Amazon expands its Bedrock AI platform, and Microsoft reports a doubling of customers using Anthropic and OpenAI models. Together, the trio expects to spend nearly $600 billion on capital expenditures this year, even as smaller “neocloud” players capture about 5% of the market.

Read more: https://www.cnbc.com/2026/04/30/google-microsoft-and-amazon-all-report-cloud-beats-in-earnings.html

#Google #Amazon #Microsoft #SundarPichai #OpenAI #Anthropic #Nvidia #SynergyResearch #CoreWeave #Nebius #

Times of India | As AI war rages, Google reports faster growth in Cloud business than Microsoft and Amazon

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As AI competition heats up, Alphabet’s Google has emerged as the surprise leader in cloud growth, reporting a 63 % jump in Google Cloud revenue for Q1 2026—well above analysts’ 50.1 % forecast and outpacing Microsoft Azure’s 40 % and Amazon AWS’s 28 % increases. CEO Sundar Pichai highlighted that AI‑driven services for large enterprises are now the main growth engine, with revenue from GenAI‑based products soaring nearly 800 % year‑over‑year, new customer acquisitions doubling, and the number of deals worth $100 million to $1 billion also doubling. Analysts attribute Google’s advantage to its “full‑stack” strategy, which combines custom AI chips, massive data‑center capacity and advanced models, offering perceived higher accuracy and trust that attract major clients such as Anthropic. The earnings also revealed that the “Big Four” tech firms are set to spend over $700 billion on AI infrastructure this year, underscoring the scale of the ongoing AI arms race.

Read more: https://timesofindia.indiatimes.com/technology/tech-news/as-ai-war-rages-google-reports-faster-growth-in-cloud-business-than-microsoft-and-amazon/articleshow/130634043.cms

#Google #Microsoft #Amazon #SundarPichai #GoogleCloud

US Top News and Analysis | Meta tanks 10%, Alphabet climbs 5% as each company raises capex spend

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Alphabet’s shares jumped more than 5% while Meta’s fell about 10% after both companies reported first‑quarter results that featured larger‑than‑expected AI‑related capital‑expenditure plans. Alphabet beat revenue and earnings estimates, driven by a 63% year‑over‑year surge in Google Cloud and a revised cap‑ex outlook of $180‑$190 billion for the year, as CEO Sundar Pichai highlighted strong demand for enterprise AI tools and custom chips. Meta, meanwhile, defended its own AI spending as essential for infrastructure and future ad‑growth, but investors were wary because the firm lacks a cloud business to monetize the investments; analysts at JPMorgan cut Meta to neutral, citing an uncertain path to returns. By contrast, Microsoft and Amazon, both with massive cloud operations, lifted or maintained their own multi‑hundred‑billion‑dollar cap‑ex budgets, underscoring how Wall Street differentiates AI spend among tech giants.

Read more: https://www.cnbc.com/2026/04/30/alphabet-meta-stock-ai-capex-spend.html

#Meta #Alphabet #GoogleCloud #SundarPichai

Variety | YouTube Pumps Up Ad Sales 10.7% to $9.9 Billion in Q1 by Todd Spangler

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YouTube generated $9.88 billion in ad sales in Q1 2026, a 10.7 % year‑over‑year increase, though slightly below Wall Street’s $9.99 billion expectation. The growth helped Alphabet post Q1 revenue of $109.9 billion (up 22 %) and net income of $62.6 billion, with Google’s total ad revenue—including YouTube—rising 15.5 % to $77.25 billion. For full‑year 2025, YouTube earned more than $60 billion from advertising and subscriptions, cementing its position as the industry’s largest entertainment‑revenue player and the top‑watched streaming service on U.S. TVs. In addition, YouTube secured exclusive global rights to the Oscars from 2029‑2033 and saw its subscription base grow, driven by strong performance of YouTube Music, Premium and recent price increases.

Read more: https://variety.com/2026/digital/news/youtube-q1-2026-ad-revenue-google-earnings-1236733480/

#YouTube #Alphabet #SundarPichai #GoogleCloud #mediaearnings

US Top News and Analysis | Alphabet first-quarter results likely to show continued growth, boosted by cloud

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Alphabet posted strong first‑quarter 2026 results, posting revenue of $109.9 billion—beating analysts’ $107.2 billion estimate—and earnings per share of $5.11. Growth was driven by Google Cloud, which generated $20.0 billion in revenue, up 63% year‑over‑year, and became the company’s primary AI‑driven growth engine. The firm raised its full‑year capital‑expenditure outlook to $180‑$190 billion (up from $175‑$185 billion) and indicated 2027 cap‑ex will “significantly increase.” Alphabet’s net income rose 81% to $62.6 billion, while advertising revenue reached $77.3 billion, up 15.5% YoY. YouTube ad sales fell slightly short of expectations at $9.88 billion, but subscription revenue is gaining momentum. Other bets, including Waymo, contributed $411 million, and the company continued to invest heavily in AI infrastructure to meet rising demand.

Read more: https://www.cnbc.com/2026/04/29/alphabet-googl-q1-2026-earnings.html

#Alphabet #GoogleCloud #SundarPichai #Intersect #Nasdaq

Times of India | Google just declared it is no longer a ‘Search company’

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Google’s recent claim that it is “no longer a search company” reflects a decade‑long shift toward a full‑stack AI strategy built around its custom Tensor Processing Units (TPUs). While the industry rushed to adopt Nvidia GPUs after ChatGPT’s 2022 debut, Google quietly refined successive TPU generations from 2016 onward, giving it proprietary hardware for both training and low‑latency inference. This internal silicon advantage underpins its Gemini models, powers fast, accurate AI responses across its products, and is now being offered via Google Cloud, directly challenging Nvidia’s dominance. The launch of TPU v8—split into a training‑focused “8t” and an inference‑optimized “8i”—signals Google’s intent to own the entire AI stack (research, models, chips, data centres, cloud and consumer services), positioning the company as an AI‑first platform rather than a traditional search engine.

Read more: https://timesofindia.indiatimes.com/technology/tech-news/google-just-declared-it-is-no-longer-a-search-company/articleshow/130589980.cms

#Google #Nvidia #TPU #Gemini #SundarPichai

qwant news | Google reportedly signs classified AI deal with US Pentagon

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Google has reportedly signed a contract with the U.S. Pentagon that allows the military to use the company’s artificial‑intelligence models for “any lawful government purpose,” including classified work such as mission planning and weapons targeting. The deal, similar to agreements already in place with OpenAI, Anthropic and Elon Musk’s xAI, requires Google to adjust its AI safety settings at the government’s request but expressly bars the technology from domestic mass surveillance or autonomous weapons without human oversight. While Google’s spokesperson says the agreement reflects a responsible approach to national‑security needs, more than 600 employees have signed an open letter urging CEO Sundar Pichai to refuse providing AI for classified workloads, citing concerns that their work could be used in inhumane or harmful ways; the controversy revives past employee protests that led Google to back away from earlier Pentagon projects such as Project Maven.

Read more: https://www.theguardian.com/technology/2026/apr/28/google-classified-ai-deal-pentagon

#Google #Pentagon #ProjectMaven #SiliconValley #ElonMusk #SundarPichai

The Guardian | Google reportedly signs classified AI deal with US Pentagon by Sanya Mansoor and agencies

AI generated summary, Read the full article for complete information.

Google has reportedly signed a classified‑use agreement with the U.S. Pentagon that allows the military to employ the company’s artificial‑intelligence models for any lawful government purpose, joining other Silicon Valley firms such as OpenAI, Anthropic and Elon Musk’s xAI. The contract, worth up to $200 million, requires Google to adjust AI safety settings at the Pentagon’s request but specifies that the technology must not be used for domestic mass surveillance or autonomous weapons without human oversight, and Google does not retain veto power over lawful operational decisions. The deal has sparked significant employee backlash, with more than 600 staff signing an open letter urging CEO Sundar Pichai to refuse providing AI for classified workloads, recalling earlier protests that led Google to drop the Project Maven contract in 2018.

Read more: https://www.theguardian.com/technology/2026/apr/28/google-classified-ai-deal-pentagon

#Google #USPentagon #OpenAI #Anthropic #ElonMusk #xAI #SundarPichai #ProjectMaven #Alphabet #SiliconValley #aiartificialintelligence #technology #Trumpadministration #USmilitary #uspolitics

RT @kaiostephens: Ich poste normalerweise nicht über Aktien oder Unternehmen. Doch ich bin überzeugt, dass Google gewinnen wird.

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