# Gemini
Latest news and articles about Gemini
Total: 5 articles found
Google’s Blowout Quarter Reinforces AI-Driven Demand for Optical Infrastructure — A Boost for China’s Communications Suppliers
Alphabet’s strong quarterly results — faster search growth, 48% cloud revenue expansion and improved cloud margins — confirm that generative AI is moving into scalable, profitable products. That momentum is driving massive investment in optical interconnects and datacentre infrastructure, benefiting specialised communications suppliers and reflected in strong returns for funds concentrated in optical‑equipment makers. The shift raises strategic supply‑chain and policy questions as co‑packaged optics and silicon photonics become central to AI scale‑up.
Google Doubles Down on AI Compute: $175–185bn CapEx, Gemini Adoption, and a Cloud Surge
Alphabet reported strong 2025 results and announced a dramatic increase in 2026 capital expenditure — $175–185 billion — to scale AI compute and data‑centre capacity. Gemini 3 adoption, a 48% jump in cloud revenue, and falling model service costs underpin management’s argument that the spending is necessary to meet surging AI demand.
Google’s AI Bet: Gemini Hits 750m Users as Alphabet Pledges Up to $185bn in Capex
Alphabet beat earnings expectations but stunned markets by guiding $175–185bn of capital expenditure for the year, roughly double 2025’s outlay. Google Cloud’s 48% revenue growth and Gemini’s rapid user adoption — helped by a new Siri partnership with Apple — underpin the company’s aggressive push for AI infrastructure, even as investors fret about near‑term returns.
Pichai: Google’s Gemini Is a Force Multiplier for SaaS, Not Its Death Knell
On Alphabet’s earnings call Sundar Pichai said Gemini will empower SaaS companies by being embedded into workflows rather than replacing them. His comments highlight both an opportunity for software vendors to add AI-driven value and a strategic shift that increases dependence on major cloud and model providers.
Google’s Gemini Surge Fuels Cloud Demand — 85 Billion API Calls and 8 Million Enterprise Users Tighten GCP’s Competitive Grip
Gemini usage has surged, with API calls topping about 85 billion and enterprise subscriptions reaching around 8 million, driving higher demand for Google Cloud compute and services. This adoption strengthens Google’s ability to monetize AI through cloud infrastructure sales while raising margin, competition and regulatory questions.