AI
Company Snapshot
Google Cloud is a Cloud/Enterprise SaaS company, based in Mountain View, California, founded 2008.
Recent changes
- Aug 6, 2026Aug 6, 2026Mirendil Signs $100M+ Google Cloud AI Deal Pulse story
- Jul 23, 2026Jul 23, 2026Google Cloud Soars 82%, Yet Alphabet Stock Sinks on Capex Pulse story
Latest Pulse
- Aug 6, 2026Mirendil Signs $100M+ Google Cloud AI DealAI research lab Mirendil signed a multi-year Google Cloud partnership worth more than $100M for TPU and GPU compute to train self-improving AI systems aimed at eventually automating an entire frontier lab's research work.→
- Jul 23, 2026Alphabet Raises 2026 Capex Forecast to $205BAlphabet raised its 2026 capital spending forecast to as much as $205 billion, saying AI demand continues to outpace its own spending, as Google Cloud revenue grew 82% in the second quarter.→
- Jul 23, 2026Google Cloud Soars 82%, Yet Alphabet Stock Sinks on CapexAlphabet's Q2 2026 results showed Google Cloud revenue up 82% to $24.8 billion and a $514 billion backlog, but investors sent shares lower after the company raised 2026 capex guidance to $195-205 billion.→
Coverage Timeline
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AI$100M+ deal
Mirendil Signs $100M+ Google Cloud AI Deal
AI research lab Mirendil signed a multi-year Google Cloud partnership worth more than $100M for TPU and GPU compute to train self-improving AI systems aimed at eventually automating an entire frontier lab's research work.
BRIEF
AI
Alphabet Raises 2026 Capex Forecast to $205B
AI$205B Capex Forecast
Alphabet Raises 2026 Capex Forecast to $205B
Alphabet raised its 2026 capital spending forecast to as much as $205 billion, saying AI demand continues to outpace its own spending, as Google Cloud revenue grew 82% in the second quarter.
BIG TECH
Google Cloud Soars 82%, Yet Alphabet Stock Sinks on Capex
BIG TECH$24.8B Cloud Revenue (+82%)
Google Cloud Soars 82%, Yet Alphabet Stock Sinks on Capex
Alphabet's Q2 2026 results showed Google Cloud revenue up 82% to $24.8 billion and a $514 billion backlog, but investors sent shares lower after the company raised 2026 capex guidance to $195-205 billion.