Alphabet Antitrust Win Fails to Lift Shares
A federal judge rejected the Justice Department's bid to break up Google's advertising stack this month, letting Alphabet keep its ad exchange, Chrome
Google Cloud
Every Fin-node story mentioning Google Cloud — 11 stories, newest first.
Google Cloud · 11 stories
Alphabet's AI Spending Swings Free Cash Flow Negative
Alphabet's second quarter showed revenue accelerating to 24 percent year over year and operating margins widening to 34 percent, but capital expenditu
Microsoft Backlog Hits $678 Billion as Azure Clears $100 Billion
Microsoft's commercial backlog surged 84 percent to $678 billion in the fiscal fourth quarter, while Azure crossed the $100 billion annual revenue thr
SpaceX xAI Revenue Surges 213% Yet Alphabet Cloud Dwarfs It
SpaceX’s xAI unit posted $2.56 billion of revenue in the June quarter, up 213 percent from $818 million a year earlier, a growth rate that leaves Alph
Four Google AI Architects Leave for Alphabet-Backed Discovery Loop
Alphabet lost four of its most senior artificial intelligence researchers in a single day, and the market treated it as a $185 billion mistake. Shares
Amazon Lifts CapEx to $220 Billion as Cloud Growth Hits 43%
Amazon raised its 2026 capital expenditure target to $220 billion from $200 billion Thursday, pointing the bulk of the increase at AI infrastructure a
Nvidia guides $91 billion revenue as Alphabet cloud backlog tops $500 billion
Nvidia told investors it expects revenue to accelerate from $81.6 billion in the quarter ended April 26 to $91 billion in the next period, a sequentia
Amazon Lifts Capex to $220 Billion as AI Demand Outruns Supply
Amazon raised its 2026 capital expenditure target to $220 billion on Thursday, a $20 billion increase driven by soaring memory costs, even as second-q
Google Cloud Customers Spend 50% Over Commitments as Capex Balloons
Google Cloud customers are paying roughly 50% more than their contracted commitments, a figure Thomas Kurian offered up Thursday as proof that the uni
UK directs £708m to Tempest fighter programme
The UK has pumped £708 million into its future fighter jet programme, known as Tempest, according to a source published 23 July. The funding lands alo
Fireworks AI reaches $17.5 billion valuation as enterprises hunt cheaper inference
Nvidia-backed Fireworks AI said Thursday it has raised $1.5 billion at a $17.5 billion valuation after annualized revenue surged past $1 billion, a fi