Company intelligence

Google Cloud

Alphabet's cloud computing division offering infrastructure, platform, and enterprise SaaS/AI services (Google Cloud Platform and Google Workspace).

Cloud/Enterprise SaaSPublic · GOOGLMountain View, California, USAFounded 2008
Last verified Jul 31, 2026

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Company Snapshot

Google Cloud is a Cloud/Enterprise SaaS company, based in Mountain View, California, USA, founded 2008.

Recent changes

  1. Aug 6, 2026Mirendil Signs $100M+ Google Cloud AI Deal Pulse story
  2. Jul 23, 2026Google Cloud Soars 82%, Yet Alphabet Stock Sinks on Capex Pulse story

Latest Pulse

  1. Blacksmith Hits $1 Billion Valuation, Up From $550M In AugustBlacksmith, the CI startup that buys its own servers instead of renting cloud capacity, raised a $66M Series C led by Sequoia at a $1B valuation -- up from $550M two months earlier, Fortune reported Oct. 21.→
  2. Google Joins Amazon's Attack On Nvidia's PyTorch GripGoogle released TorchTPU, its PyTorch fork for Tensor Processing Units, one day after Amazon's TorchNeuron -- a two-hyperscaler push against Nvidia's roughly 85% grip on the framework most AI apps use.→
  3. Daytona Raises $60M At $1B Valuation | Revenue Up 25x Since JanuaryDaytona, a three-year-old startup that rents cloud sandboxes where AI agents execute code, raised a $60 million Series B led by FirstMark at a $1 billion valuation, with revenue up 25-fold since January.→
  4. North.cloud Raises $60M Series B To Tame AI SpendNorth.cloud raised a $60 million Series B led by PeakSpan Capital to expand its platform for tracking and automating cloud, AI and data spend, which it says now manages nearly $2 billion for customers.→
  5. Google Opens Frontier AI Models To 200 EU ResearchersGoogle is giving 200 European researchers selected under the EU's RAISE program free access to frontier AI tools including AlphaFold 3 and WeatherNext, announced at a Dublin AI summit.→
  6. Alphabet's Porat Defends $200B AI Spending SpreeAlphabet president and chief investment officer Ruth Porat said the company's roughly $200 billion in 2026 AI capital spending will rise again next year, pushing back on warnings from Jefferies strategist Chris Wood that the AI boom could end in major capital destruction.→
  7. Big Tech's $700B AI Bet Now Targets HealthcareMicrosoft, Alphabet, Meta and Amazon are on pace to spend over $700 billion combined on AI infrastructure in 2026, and healthcare -- a $5.3 trillion U.S. market -- is emerging as the test of whether that spending pays off.→
  8. Oxide Computer Raises $445M To Scale Its Own CloudOxide Computer raised a $445 million Series D led by Eclipse, with new backing from AMD Ventures and Atreides Management, to expand manufacturing of its on-premises cloud hardware.→
  9. OpenAI's $70B ARR Claim Is $20B Softer Than It LooksA Financial Times report found OpenAI's annualized revenue runs roughly $20 billion below headline comparisons with Anthropic, not from inflated growth but from counting revenue on a net basis instead of gross.→
  10. OpenAI's Revenue Run-Rate Is $20B Below Earlier ClaimsOpenAI told investors its annualized revenue is approaching $50B, about $20B below the nearly-$70B figure reported in September, as its IPO timeline slips toward early 2027.→
All 67 stories →

Coverage Timeline

newest first
  1. Aug 6, 2026AIMirendil Signs $100M+ Google Cloud AI Deal$100M+ deal→
  2. Jul 23, 2026AIAlphabet Raises 2026 Capex Forecast to $205B$205B Capex Forecast→
  3. Jul 23, 2026BIG TECHGoogle Cloud Soars 82%, Yet Alphabet Stock Sinks on Capex$24.8B Cloud Revenue (+82%)→

All Coverage

AI

Mirendil Signs $100M+ Google Cloud AI Deal

Illustration for: Mirendil Signs $100M+ Google Cloud AI Deal
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

Illustration for: 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

Illustration for: 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.

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