# cloud
Latest news and articles about cloud
Total: 3 articles found
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.
China’s Big Three Place a Trillion-RMB Bet on AI — Different Paths, Same High Stakes
China’s leading internet groups are spending hundreds of billions of yuan on AI, each following a different industrial logic: Alibaba is doubling down on cloud and commerce integration, Tencent is turning AI into immediate revenue uplifts inside WeChat and games, and ByteDance is attempting to seize the system‑level gateway on phones. The contest has moved from model architecture to ecosystem control, but talent, chips and capital patience are emerging chokepoints that will determine who converts investment into durable advantage.
PwC’s US Arm and Google Cloud Ink $400m, Three‑Year Pact to Build AI-Driven Cyber‑Resilience Services
PwC’s US arm has struck a three‑year, $400m collaboration with Google Cloud to build AI‑enabled security operations and resilience tools. The deal underscores a trend of consulting firms and hyperscalers combining expertise and infrastructure to offer managed, automated cyber‑security services, while raising questions about governance and vendor dependence.