Google Cloud

Google Cloud is a provider of cloud computing services. Thomas Kurian currently serves as CEO. Its competitors include Amazon Web Services and Microsoft Azure.

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AI Agenda

OpenAI’s PR Challenge

By Stephanie Palazzolo · May 26, 2026 7:01am PDT
The battle between OpenAI, Anthropic and Google spans revenue, models, server access and research talent. But as OpenAI and Anthropic barrel toward initial public offerings, public perception is also an important factor in the race as political backlash to the industry grows.OpenAI seems particularly vulnerable in PR after a series of awkward or... The battle between OpenAI, Anthropic and Google spans revenue, models, server access and research...
Art by Mike Sullivan
Artificial Intelligence

Microsoft Opens a New Front in the Fight Over Data for AI Agents

By Kevin McLaughlin · May 22, 2026 6:00am PDT · 2 comments
Microsoft has opened a new front in the AI data wars, blocking partners from connecting their data management tools to a popular product as it tries to defend its business software strength in the era of AI agents. The friction centers on Power BI, a Microsoft product nearly all Fortune 500 firms use to analyze data about their operations in... Microsoft has opened a new front in the AI data wars, blocking partners from connecting their...
Getty Imags.
Exclusive

Anthropic Is in Talks to Use Microsoft’s AI Chips

By Aaron Holmes and Qianer Liu · May 21, 2026 6:00am PDT · 1 comment
Anthropic is in talks to rent servers powered by Microsoft-designed AI server chips as it seeks more computing power to meet rising demand for its AI, according to two people who spoke to executives involved in the discussion. Winning Anthropic as a customer would be a coup for Microsoft, whose in-house chip design effort ran into delays last... Anthropic is in talks to rent servers powered by Microsoft-designed AI server chips as it seeks...
Anthropic Co-founder and CEO Dario Amodei. Photo by Chance Yeh/Getty Images
Exclusive

Anthropic Commits to Spending $200 Billion on Google’s Cloud and Chips

By Sri Muppidi, Erin Woo and Amir Efrati · May 5, 2026 1:20pm PDT
When Google last month said it would supply Anthropic with an astonishing five gigawatts of server capacity, the companies didn’t put a dollar figure on that commitment. But as part of the deal, which begins next year, Anthropic plans to spend about $200 billion with Google over five years, according to a person with knowledge of it. The... When Google last month said it would supply Anthropic with an astonishing five gigawatts of...
Left to right: Microsoft's Satya Nadella, Meta's Mark Zuckerberg, Amazon's Andy Jassy and Google's Sundar Pichai. Getty Images.
The Briefing

Google Cloud and AWS Shine in Big Tech's Quarterly Update

By Martin Peers · Apr 29, 2026 5:00pm PDT
It was the Super Bowl of quarterly tech earnings today, with March-quarter results from Google, Microsoft, Amazon and Meta Platforms. The tsunami of numbers, all released within a few minutes of each other, might overwhelm even a top AI model. But for a human, what was clear was that surging demand for AI computing capacity is lifting cloud... It was the Super Bowl of quarterly tech earnings today, with March-quarter results from Google,...
Adobe CEO Shantanu Narayen at the company's 2025 summit. David Becker/AP.
The Briefing

Adobe and Google Cloud Head to Vegas

By Martin Peers · Apr 19, 2026 3:00pm PDT
If you’ve never visited Las Vegas, this week might be the time. Adobe and Google Cloud are both having big shows there this week, with Adobe kicking off its customer summit tomorrow and running through Wednesday. Google Cloud Next, conveniently, starts Wednesday and runs through Friday. Come for one, stay for both!The two companies might be in... If you’ve never visited Las Vegas, this week might be the time. Adobe and Google Cloud are both...