Google Cloud Q3 revenue surges 34% as backlog hits $155 billion
Google Cloud revenue surged 34% in the third quarter and is hitting an annual run rate of nearly $61 billion.
Google Cloud revenue surged 34% in the third quarter and is hitting an annual run rate of nearly $61 billion.
Amazon Web Services said Project Rainier, an AI compute cluster powered by 500,000 Trainium2 chips, is now in use for Anthropic.
Google Public Sector CEO Karen Dahut said there's urgency in government to leverage AI, transform and do it in a national secure way. The company positioned itself as a key public sector AI infrastructure provider that can enable AI agents to carry out missions.
Los Angeles is rolling out a broader digital transformation effort called SmartLA 2028 as it preps for the 2026 World Cup, 2027 Super Bowl and 2028 Olympic and Paralympic Games.
Google Public Sector and Old Dominion University are aiming to embed AI throughout the university including research, teaching and operations workflows via an incubator.
Lockheed Martin will integrate Google Gemini models into the Lockheed Martin AI Factory in a partnership with Google Public Sector.
Nvidia CEO Jensen Huang laid out a series of announcements covering an investment in Nokia to meld 6G and AI, quantum computing connectivity with GPUs and a vision to build AI infrastructure as a means for national security.
Microsoft's stake in OpenAI has a number: $135 billion, or roughly 27% of the AI company.
Adobe expanded GenStudio with new AI tools and integrations, outlined custom Firefly tools so customers can add brand knowledge, and added Creative Cloud and Experience Cloud enhancements with the aim of solving the AI last mile issue for enterprises.
Qualcomm is entering the AI accelerator market with a focus on inferencing in a move that will give enterprises more options beyond Nvidia, AMD and custom hyperscale cloud processors.
OpenAI is a mostly consumer play with a case of Google and Apple envy with enterprise potential. Anthropic is enterprise and Claude is an engine for work.
Enterprises chasing agentic AI are likely to run into a reality check, but there's considerable upside ahead if they can navigate the moving parts. At Constellation Research's Connected Enterprise 2025, CxOs discussed the current state of play for AI agents, the reality and what's ahead.