Google

Google is a multinational technology company specializing in internet-related products and services, founded in 1998 by Larry Page and Sergey Brin. Its core businesses include search, advertising and cloud computing, but it also has divisions in hardware and software development. Sundar Pichai currently serves as CEO. Its primary competitors include other major tech companies such as Amazon, Apple and Facebook. Google is making forays into artificial intelligence with Gemini, its conversational AI that aims to compete with OpenAI.

Recent Articles about Google
The plaintiff's family and attorney react to the news that the jury has found Meta and YouTube liable in the social media addiction trial in Los Angeles Superior Court. Frederic J. Brown / AFP via Getty Images.
The Briefing

Meta’s Future Value and the Social Media Verdict

By Martin Peers · Mar 25, 2026 5:00pm PDT
Talk about bad timing. Meta Platforms made a big splash on Tuesday night by disclosing new stock grants for senior executives that fully pay out only if the company’s market capitalization rises above $9.4 trillion by 2031, from $1.5 trillion now. Hours later, on Wednesday, we scooped the news that Meta was laying off hundreds of people. And... Talk about bad timing. Meta Platforms made a big splash on Tuesday night by disclosing new stock...
Image via Shutterstock
AI Agenda

Apple Can ‘Distill’ Google’s Big Gemini Model

By Jessica E. Lessin, Amir Efrati and Erin Woo · Mar 25, 2026 7:00am PDT
Before we get to today’s column, we wanted to flag OpenAI CEO Sam Altman’s major reorg, the company’s new "Spud” model and its decision to shut down the Sora video app and application programming interface, which we scooped on Tuesday. (For what the company’s organizational structure looks like now after the changes, check out our updated OpenAI... Before we get to today’s column, we wanted to flag OpenAI CEO Sam Altman’s major reorg, the...
Vultr CEO J.J. Kardwell. Screenshot via YouTube/Vultr.
Exclusive

AMD-Backed Vultr Seeks $1 Billion for AI Cloud Push

By Miles Kruppa, Anissa Gardizy and Valida Pau · Mar 25, 2026 6:00am PDT
Vultr, one of the oldest independent cloud providers, is seeking to raise at least $1 billion in new capital so it can compete with a growing list of startups scrambling for cash to meet the surging demand for AI computing power. The company, which is backed by chipmaker Advanced Micro Devices, was founded in 2014 and didn’t raise any outside... Vultr, one of the oldest independent cloud providers, is seeking to raise at least $1 billion in...
Art by Mike Sullivan
The Math Behind Anthropic’s Mad Revenue Growth
By Sri Muppidi · Mar 24, 2026 5:49pm PDT · 1 comment
Art by Mike Sullivan
Dealmaker

The Math Behind Anthropic’s Mad Revenue Growth

By Sri Muppidi · Mar 24, 2026 5:49pm PDT · 1 comment
OpenAI and Anthropic’s remarkable revenue growth has invited scrutiny of how the AI startups are tallying the headline-making figures they have privately or publicly disclosed.Last month, OpenAI’s annualized revenue jumped to $25 billion, nearly four times higher than a year earlier. Anthropic has grown even faster: At the end of last month,... OpenAI and Anthropic’s remarkable revenue growth has invited scrutiny of how the AI startups are...
Photos via Getty Images
The Briefing

OpenAI Wrongfoots Disney

By Martin Peers and Ann Gehan · Mar 24, 2026 5:00pm PDT
Walt Disney Co. must be so glad it committed to investing $1 billion in OpenAI and becoming a customer of the ChatGPT creator. The theme park and entertainment firm agreed to both steps as part of a deal struck last December in which it licensed its characters for use on OpenAI’s Sora video-generation tool. On Tuesday, OpenAI decided to shut... Walt Disney Co. must be so glad it committed to investing $1 billion in OpenAI and becoming a...
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Slack, Workday and LinkedIn Are Resisting Customers’ AI Agents
Applied AI

Slack, Workday and LinkedIn Are Resisting Customers’ AI Agents

By Laura Bratton · Mar 24, 2026 1:24pm PDT · 1 comment
Every day seems to bring new excitement—or in the case of Amazon employees, trepidation—around AI agents that aim to perform any white-collar task involving a computer. Monday night, for instance, Anthropic announced its latest march in this direction with a version of its Claude chatbot that can take over your computer and operate any... Every day seems to bring new excitement—or in the case of Amazon employees, trepidation—around AI...
OpenAI CEO Sam Altman. Photo by Anna Moneymaker/Getty Images
Exclusive

OpenAI CEO Shifts Responsibilities, Preps ‘Spud’ AI Model

By Stephanie Palazzolo and Amir Efrati · Mar 24, 2026 12:58pm PDT · 2 comments
OpenAI CEO Sam Altman has relinquished direct oversight of the company’s safety and security teams so he can focus on raising capital, supply chains and “building datacenters at unprecedented scale,” he told staff on Tuesday. At the same time, he said the company had completed the initial development of its next major AI model, codenamed Spud,... OpenAI CEO Sam Altman has relinquished direct oversight of the company’s safety and security...
Zhang Weiguo/VCG/Getty Images.
Google’s Gemini Steals a March on OpenAI
By Martin Peers · Mar 23, 2026 5:00pm PDT
Zhang Weiguo/VCG/Getty Images.
The Briefing

Google’s Gemini Steals a March on OpenAI

By Martin Peers · Mar 23, 2026 5:00pm PDT
When invading a hostile territory or testing a new AI service, it’s best to move quietly and steal a march on your opponents. Google appears to have learned that lesson. It’s now possible, if you’ve got its latest Pixel or Samsung phones, to ask the Gemini app to order an Uber or a meal on DoorDash. I tried it today and it worked flawlessly, if... When invading a hostile territory or testing a new AI service, it’s best to move quietly and...
Nvidia's GTC conference earlier this week. Josh Edelson/AFP/Getty Images.

Nvidia’s New Server Rack Will Run AI Chips Made by Rivals

By Qianer Liu · Mar 23, 2026 8:00am PDT · 1 comment
Nvidia faces growing competition in the AI chip market. But the chip designer has found a way to make money even from its rivals’ chips. During its annual GTC developer conference last week, the company unveiled a new server rack designed to run chips made either by Nvidia or by its rivals. The new racks include networking technology that... Nvidia faces growing competition in the AI chip market. But the chip designer has found a way to...
Art by Mike Sullivan
Exclusive

OpenAI’s First Advertisers Can’t Prove ChatGPT Ads Work

By Catherine Perloff · Mar 21, 2026 9:00am PDT · 3 comments
As OpenAI prepares to open up ad sales to more marketers next month, it is trying to address what some advertisers say was lacking in the initial ad sales offering. Among other things, the ChatGPT creator is planning to streamline the process of ad buying, either in partnerships with ad tech firms or with its own ad management system. So far,... As OpenAI prepares to open up ad sales to more marketers next month, it is trying to address what...
Art by Clark Miller
Exclusive

CIA Venture Arm Invests in Data Center Developer Prometheus Hyperscale

By Ann Davis Vaughan · Mar 20, 2026 3:33pm PDT
The Central Intelligence Agency’s venture investment arm, IQT, has invested in AI data center company Prometheus Hyperscale, which is developing campuses in Wyoming and Texas, the company said. Wyoming has long been a location for sensitive military assets, and the CIA’s investment suggests Prometheus could potentially run national security... The Central Intelligence Agency’s venture investment arm, IQT, has invested in AI data center...
Art by Mike Sullivan.
8 Questions Investors Need to Ask About SpaceX’s IPO
By Theo Wayt · Mar 20, 2026 6:00am PDT · 8 comments
Art by Mike Sullivan.

8 Questions Investors Need to Ask About SpaceX’s IPO

By Theo Wayt · Mar 20, 2026 6:00am PDT · 8 comments
SpaceX is aiming to raise tens of billions of dollars as soon as this summer in what could be the largest initial public offering in history. While CEO Elon Musk has proven he’s uniquely skilled at convincing investors to buy into his grand visions at gigantic valuations, anyone considering buying into the SpaceX IPO may be right to ask whether... SpaceX is aiming to raise tens of billions of dollars as soon as this summer in what could be the...
Anjney Midha. Art by Clark Miller, image via AMP
AI Infrastructure

Early Anthropic Investor Develops a ‘Grid’ for AI Servers

By Anissa Gardizy · Mar 19, 2026 10:54am PDT · 1 comment
Anjney Midha, the former Andreessen Horowitz general partner and early personal investor in Anthropic, is finally ready to talk about his highly anticipated AI infrastructure venture, for which he was trying to raise more than $10 billion, my colleague Katie has reported.Midha says the new firm, AMP, is creating a “grid for AI,” similar to how... Anjney Midha, the former Andreessen Horowitz general partner and early personal investor in...
Giga Energy cofounders Brent Whitehead and Matt Lohstroh. Photo courtesy of Giga.
AI Agenda

Meet Giga, a AI Data Center Developer That Has Barely Raised Capital

By Stephanie Palazzolo · Mar 19, 2026 7:00am PDT
Startups developing data centers to power AI are among the most capital-hungry businesses around right now. Many are raising billions of dollars in equity and debt to build complicated facilities.There are few like Houston-based Giga Energy, however. Founded in 2019 by two Texas A&M juniors studying finance and industrial distribution, Giga... Startups developing data centers to power AI are among the most capital-hungry businesses around...
Melanie Perkins, Canva co-founder and CEO. Alisha Jucevic/Getty Images.
True Value

Why Canva Was Smart to Hold Off on an IPO

By Anita Ramaswamy · Mar 19, 2026 6:00am PDT · 1 comment
A couple of years ago, design software firm Canva was one of the hot startups to watch, on everyone’s list of IPO candidates. But it sat out last year’s IPO class and now finds itself in an awkward spot. Not only is software out of favor with investors, who fret about how AI will disrupt it, but giant offerings coming from SpaceX, OpenAI and... A couple of years ago, design software firm Canva was one of the hot startups to watch, on...
Fal AI Co-Founder Burkay Gur. Getty Images.
Video Hosting Startup Fal in Funding Talks at $8 Billion Valuation
By Katie Roof · Mar 18, 2026 9:52pm PDT · 1 comment
Fal AI Co-Founder Burkay Gur. Getty Images.
Exclusive

Video Hosting Startup Fal in Funding Talks at $8 Billion Valuation

By Katie Roof · Mar 18, 2026 9:52pm PDT · 1 comment
Fal, a fast-growing cloud service for accessing and storing AI models that generate images, video, and audio, is in talks to raise $300 million to $350 million, according to a person with direct knowledge of the fundraise. The deal, which would nearly double the company’s paper valuation to around $8 billion from a financing three months ago,... Fal, a fast-growing cloud service for accessing and storing AI models that generate images,...
A photo of the Getty Villa, where the Montgomery Summit held its opening event. Photo courtesy of March Capital.
Dealmaker

The AI Worries Keeping Investors Up at Night

By Julia Hornstein · Mar 17, 2026 3:45pm PDT
It’s no surprise that if you bring hundreds of venture capitalists and limited partners together in 2026, most will have bought into AI—literally. So it was interesting to hear what investors gathered in Santa Monica, Calif., last week for March Capital’s annual The Montgomery Summit thought were the AI boom’s weak links. Take Matt... It’s no surprise that if you bring hundreds of venture capitalists and limited partners together...