Google Cloud

Google Cloud

2026-09-02 02:17:35

Google Cloud: AI Is Memory-Bound Now, HBM Tops 75% of AI Server BOM

At SEMICON Taiwan 2026, Google Cloud senior director Nikhil Cherian said AI workloads are now memory-bound, with high-performance memory exceeding 75% of AI server hardware BOM cost. Google unveiled a two-pronged approach: TPU 8i (288GB HBM, 384MiB on-chip SRAM, zero off-chip latency) and TPU 8t (9,600 chips, 2PB pooled HBM) to split inference and training, plus a training-free lossless quantization algorithm called TurboQuant that compresses KV cache from 32-bit to 3-bit, cutting memory footprint sixfold and accelerating attention computation 8x. The algorithm also integrates older DRAM technology to extend component lifecycle.

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Rezolve Ai

2026-09-01 12:09:14

Rezolve Ai reports $130.8 million in first-half revenue as client count tops 1,640

Rezolve Ai, an AI commerce infrastructure company, reported first-half 2026 revenue of $130.8 million, up about 1,970% year over year and nearly three times its revenue for all of fiscal 2025. The company said its customer base grew to more than 1,640 from 950 at the end of 2025. Rezolve Ai also said partners including Microsoft, Google, TCS, and Tech Mahindra are providing global enterprise distribution channels. Google has completed its evaluation of the company’s distributed database technology and deployed it on Google Cloud infrastructure to provide indexing and data pipelines for Web3 datasets, with the initial rollout covering about 100TB across 10 blockchain networks. On the financial side, Rezolve Ai posted gross profit of $63.9 million for the first half with a gross margin of 48.9%, and said it raised about $250 million through equity financing during the period. As of June 30, the company held $33.2 million in cash and cash equivalents and $67.4 million in restricted cash. It also reiterated fiscal 2026 revenue guidance of about $360 million and said year-end ARR is expected to reach at least $500 million.

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Policy and Re

2026-09-01 07:22:21

Gemini, MoonPay, the Dallas Fed and BIS point to the same shift in agentic finance

A series of developments across enterprise AI, crypto lending, banking research and payment infrastructure is starting to sketch a shared direction for finance. On Aug. 25, Google Cloud rolled out Gemini Enterprise for Financial Services, pushing AI deeper into workflows such as KYC, credit analysis, portfolio monitoring, bond issuance and financial research. Two days later, MoonPay said it had connected PayBox to Kamino on Solana, letting users initiate lending and access yield through interfaces such as Claude and ChatGPT. Around the same time, the Federal Reserve Bank of Dallas published research on what happens to deposit stickiness if deposits can move in real time and AI can automatically compare yields for households and businesses. BIS also referenced Project Agorá, which recently completed a real-money test tied to tokenized deposits and central bank money. Taken together, these events suggest the key threshold for AI in finance is not simply whether models understand finance better. The bigger question is when they are allowed to make bounded financial decisions on a user’s behalf and actually move money. The article argues that the market is not jumping straight from manual finance to fully autonomous finance. Instead, it is building narrower forms of authorization, execution and auditability that let AI act within preset limits. That shift could eventually affect treasury operations, programmable money, deposit competition and the way banks defend customer relationships.

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Barclays

2026-08-30 18:44:45

Barclays: Cloud Providers Take $35-$40 of Every $100 in AI Model Revenue

A Barclays report says cloud service providers such as AWS, Azure and Google Cloud take $35 to $40 out of every $100 in revenue generated by an AI model, and earn $10 to $20 in profit. The bank stresses that cloud providers play a key role in the AI economy, but also flags a dependency risk. The report was cited by Crypto Briefing.

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Moonshot AI

2026-08-26 07:58:32

Moonshot AI said to be in talks with Microsoft, Amazon and Google over Kimi K3 revenue sharing

Moonshot AI is reportedly negotiating revenue-sharing agreements with Microsoft, Amazon and Google that would let the three U.S. cloud providers host its Kimi K3 model, according to BlockBeats, citing people familiar with the matter. The company is seeking as much as 30% of revenue generated from Kimi K3-related services on Microsoft Azure, Amazon Web Services and Google Cloud. The reported terms are broadly in line with the conditions Moonshot AI has already offered to large customers using open-weight models. The report also said Moonshot AI has signed similar agreements with some smaller cloud platforms. If the talks result in a deal, it could become the first major model revenue-sharing partnership between a Chinese AI company and large U.S. cloud computing firms. Separately, Alibaba is also seeking revenue-sharing arrangements with major users of its new open-source AI model.

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Alphabet

2026-08-26 06:33:31

Morgan Stanley lifts Alphabet TPU pricing assumptions, says Google Cloud could deliver half of EBIT by 2028

Morgan Stanley said in an Aug. 24 research note that Google Cloud could account for about 50% of Alphabet’s total EBIT by 2028, making the cloud unit a central profit driver for the company. The bank raised its revenue assumption for Google’s external TPU sales to $27 billion per gigawatt from $20 billion, and lifted its gross margin assumption to 30% from 20%. With those revisions, Morgan Stanley now projects TPU-related cloud revenue of $84 billion in 2027 and $108 billion in 2028, up 35% and 37% from its previous forecasts. The note said the change was supported by recent media reports, including Google’s commitment to supply roughly 1 million TPUs to a customer, which the bank estimated at about 1.3GW and around $35 billion in revenue, as well as a custom chip agreement with Marvell. Morgan Stanley maintained its Overweight rating on Alphabet and kept its $400 price target, which it said implied 16% upside from the current share price. The firm also argued that while TPU sales may slightly dilute reported cloud margins, the added revenue is large enough that Google Cloud’s absolute profit should keep rising quickly.

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Google Cloud

2026-08-25 14:57:17

Google Cloud rolls out industry versions of Gemini Enterprise for finance and legal work

Google Cloud has launched Gemini Enterprise for Financial Services and Gemini Enterprise for Legal, the first two industry-specific versions built on its Gemini Enterprise platform. The finance package is aimed at capital markets and corporate banking, combining a Financial Research Agent, more than 50 finance skills, and 13 data connectors that can pull from sources including FactSet, Moody’s, MSCI, S&P Global, and SEC EDGAR. Google said the setup can be used for KYC, credit research, portfolio risk analysis, and bond issuance materials. Deutsche Bank helped design the Financial Research Agent and plans to deploy it in its corporate bank, while CME Group has already started using the financial-services version. The legal package connects to tools and databases such as Harvey, Legora, Thomson Reuters, iManage, and RelativityOne for contract review, legal research, citation checking, and regulatory tracking. Google also said existing file permissions and matter-isolation rules remain in force, and customer data will not be used to train its foundation models. The launch points to a product strategy centered less on the base model itself and more on packaged industry data, access controls, workflows, and specialized agents.

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Alphabet

2026-08-24 12:05:53

Alphabet lifts 2026 capex target to $195B-$205B for AI infrastructure

Alphabet has updated its full-year 2026 capital expenditure guidance to a range of $195 billion to $205 billion, with spending aimed mainly at AI infrastructure, according to comments from Chief Financial Officer Anat Ashkenazi cited by Techub News. The company’s second-quarter capital expenditure reached $44.9 billion, equal to 29.7% of revenue over the past 12 months, well above its historical average of 12.2%. In the same quarter, Google Services posted $94.5 billion in revenue, while Google Cloud generated $24.8 billion, up 82% year over year. Alphabet also said its cloud backlog had climbed to $514 billion, with more than half expected to be recognized as revenue within two years. The spending push comes even as free cash flow was negative $5.9 billion in the second quarter and debt rose from about $16 billion a year earlier to nearly $100 billion. Alphabet still held $242.5 billion in cash and marketable securities. CEO Sundar Pichai said AI investment is reshaping every part of the company’s business, while the market is watching whether the heavy outlay can turn into growth on schedule.

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