Google Cloud hits a $70B run rate as revenue, margins, backlog and Gemini adoption surge—see key Q4 metrics plus FY26 CapEx ...
Q4 2025 Earnings Call February 4, 2026 4:30 PM ESTCompany ParticipantsJames Friedland - Senior Director of Investor ...
Alphabet (GOOGL) recently posted robust fourth-quarter and full-year results, with its annual revenue surpassing the $400 ...
Microsoft is not just the world’s biggest consumer of OpenAI models, but also still the largest partner providing compute, networking, and storage to ...
In a long-running collaboration with GE Aerospace, researchers at the University of Melbourne in Australia have been steadily ...
“Codex-Spark is the first step toward a Codex that works in two complementary modes: real-time collaboration when you want ...
This quarter, Search continued to accelerate with revenues growing 17%, YouTube's annual revenues surpassed $60 billion across ads and subscriptions. Cloud significantly accelerated with revenues ...
Pandey’s full title for this piece is “The neocloud revolution, what AI/ML engineers must know for economically viable production” and she writes in full as follows… The g ...
Meta is breaking ground on a 1 gigawatt data center campus in Lebanon, Indiana, ...
HPC data centers solved many of the technical challenges AI now faces: low-latency interconnects, advanced scheduling, liquid cooling, and CFD -based thermal modeling. AI data centers extend these ...