Summary: Google is investing up to $40 billion in Anthropic ($10B cash now at $350B valuation, $30B conditional on performance targets) plus five gigawatts of compute over five years, bringing its total commitment to ~$43B. The deal arrives as Anthropic’s revenue hit $30B ARR (up from $1B in January 2025) and its secondary market valuation […]
David Chong (left), Alyson Isaacs (center), and Taylor LaSane (right)
The European Commission is preparing to tell Google exactly how it must open Android to rival AI assistants, escalating a regulatory confrontation that will determine whether artificial intelligence becomes the next great platform lock-in or the first to be broken before it sets. EU watchdogs are poised to lay out what Alphabet must do to […]
Summary: Google announced at Cloud Next 2026 that Chrome is becoming an agentic workplace platform with Auto Browse (autonomous multi-step task completion), Chrome Skills (saveable AI workflows), a persistent Gemini side panel integrated with Workspace, and on-device AI APIs via Gemini Nano. Chrome Enterprise Premium at $6/user/month adds real-time DLP, data masking, and AI governance […]
Summary: Sundar Pichai opened Cloud Next 2026 with Google Cloud at $70 billion in annual revenue, 48% growth, a $240 billion backlog that doubled in a year, and $175-185 billion in planned capital expenditure. The Gemini app has 750 million monthly users, AI Overviews reach two billion, and the Gemini API processed 85 billion requests […]
Summary: Google announced a $750 million fund at Cloud Next 2026 to finance partners’ agentic AI development, the largest single partner investment from any hyperscaler. Accenture has built 450+ agents, Deloitte committed its “largest investment yet,” KPMG pledged $100M, PwC $400M, and NTT DATA dedicated 5,000 engineers. With partners capturing up to $7.05 for every […]
Summary: Google rebranded and consolidated its AI platform at Cloud Next 2026, renaming Vertex AI to the Gemini Enterprise Agent Platform and absorbing Agentspace into a unified Gemini Enterprise product. The announcements include Workspace Studio (no-code agent builder), 200+ models in the Model Garden including Anthropic Claude, partner agents from Box, Workday, Salesforce, and ServiceNow, […]
Summary: Google made Ironwood, its seventh-generation TPU, generally available at Cloud Next 2026 while previewing its eighth-generation architecture: TPU 8t (Sunfish), a Broadcom-designed training chip, and TPU 8i (Zebrafish), a MediaTek-designed inference chip, both targeting TSMC 2nm and late 2027. Ironwood delivers 4.6 petaFLOPS per chip and 42.5 exaFLOPS in a 9,216-chip superpod. The v8 […]
