# Google Cloud
Latest news and articles about Google Cloud
Total: 10 articles found
Cloud Giants Poised to Reap Billions as Anthropic Bets Big on External Infrastructure
Anthropic projects at least $80 billion in cloud spending through 2029 and expects revenue‑share payouts to cloud providers to rise steeply, making AWS, Google Cloud and Microsoft Azure significant beneficiaries of its commercial roll‑out. The forecast highlights the capital intensity of large models and signals that cloud infrastructure — not just algorithms — will determine who captures AI’s economic value.
Anthropic Faces at Least $80 Billion Cloud Bill by 2029, Underscoring Hyperscalers’ Grip on AI
Anthropic expects to pay at least $80 billion to Amazon, Google and Microsoft by 2029 to host and run its Claude AI on cloud infrastructure. The projection highlights the centrality of hyperscaler compute in the AI economy and carries implications for corporate margins, cloud vendor leverage, chip demand, and regulatory attention.
EU Clears Google’s $32bn Blitz into Cloud Security — A Big Bet to Close the Cloud Gap
The EU has approved Google’s $32 billion acquisition of cloud‑security firm Wiz, following U.S. clearance and capping a major strategic move by Google Cloud to bolster its enterprise security offerings. The purchase is likely to accelerate consolidation in cloud security and sharpen competitive pressure on rivals and independent vendors.
Google Pays a Premium for Cloud Security: EU Clears $32bn Acquisition of Wiz
The EU has approved Google’s $32 billion acquisition of cloud-security startup Wiz, following U.S. clearance, underscoring Google's push to strengthen Google Cloud’s security capabilities. The transaction sets a high-water mark for valuations in cloud security and will reshape competition among cloud providers and security vendors.
Google Goes All‑In on AI: $180bn Capex Bet Turns Search Giant into Infrastructure Warfighter
Alphabet reported strong 2025 results, with revenue growth and rising search and cloud momentum, yet surprised markets by guiding roughly $180 billion of capital expenditure for 2026 to accelerate AI infrastructure. The plan deepens Google’s hardware‑and‑energy play, raises barriers to competition and creates short‑term pressures on earnings through higher depreciation and cash burn.
Google’s Blowout Quarter Reinforces AI-Driven Demand for Optical Infrastructure — A Boost for China’s Communications Suppliers
Alphabet’s strong quarterly results — faster search growth, 48% cloud revenue expansion and improved cloud margins — confirm that generative AI is moving into scalable, profitable products. That momentum is driving massive investment in optical interconnects and datacentre infrastructure, benefiting specialised communications suppliers and reflected in strong returns for funds concentrated in optical‑equipment makers. The shift raises strategic supply‑chain and policy questions as co‑packaged optics and silicon photonics become central to AI scale‑up.
Google’s AI Bet: Gemini Hits 750m Users as Alphabet Pledges Up to $185bn in Capex
Alphabet beat earnings expectations but stunned markets by guiding $175–185bn of capital expenditure for the year, roughly double 2025’s outlay. Google Cloud’s 48% revenue growth and Gemini’s rapid user adoption — helped by a new Siri partnership with Apple — underpin the company’s aggressive push for AI infrastructure, even as investors fret about near‑term returns.
PwC’s US Arm and Google Cloud Ink $400m, Three‑Year Pact to Build AI-Driven Cyber‑Resilience Services
PwC’s US arm has struck a three‑year, $400m collaboration with Google Cloud to build AI‑enabled security operations and resilience tools. The deal underscores a trend of consulting firms and hyperscalers combining expertise and infrastructure to offer managed, automated cyber‑security services, while raising questions about governance and vendor dependence.
Apple to Recast Siri as a System‑Level Chatbot — Powered by Google’s Gemini Under the Hood
Apple will relaunch Siri as a system‑level, conversational AI called "Campos," to be unveiled at WWDC in June and shipped with iOS 27 in September. The assistant will be multimodal and deeply integrated with system apps, but its underlying model will be a customised Google Gemini running on Google Cloud and TPUs, a pragmatic deal that raises privacy, competition and strategic‑dependency questions.
Google’s Gemini Surge Fuels Cloud Demand — 85 Billion API Calls and 8 Million Enterprise Users Tighten GCP’s Competitive Grip
Gemini usage has surged, with API calls topping about 85 billion and enterprise subscriptions reaching around 8 million, driving higher demand for Google Cloud compute and services. This adoption strengthens Google’s ability to monetize AI through cloud infrastructure sales while raising margin, competition and regulatory questions.