Google's 52x AI Growth

kept by eddie feb 06

Google's Gemini now processes 10 billion tokens per minute (52x YoY) while reducing serving costs by 78%, driving cloud revenue up 48% to $17.7 billion.

AWS in 2026: The Year of Proving They Still Know How to Operate - Last Week in AWS Blog
AWS is fine but faces real challenges: the AI gap is closing, talent attrition threatens operational excellence, and 2026 will test execution.
also on Azure, Google Cloud, #competition, #cloud-computing, #business-strategy, #ai
Microsoft has a problem: lack of demand for its AI products
Microsoft's AI products suffer from poor quality and low demand, driven by forced integration into core tools rather than genuine user need.
also on Azure, Microsoft, Gemini
Anthropic's Compute Advantage: Why Silicon Strategy is Becoming an AI Moat
Anthropic's compute strategy—multi-hyperscaler, custom-silicon integration—gives it a 30–60% cost-per-token advantage over Nvidia-dependent OpenAI, a compounding edge as inference scales.
also on Google Cloud, Microsoft, #cloud-computing, #infrastructure, #business-strategy, #ai
Anthropic invests $100 million into the Claude Partner Network
Anthropic commits $100 million to the Claude Partner Network, offering training, technical support, and market development to partners helping enterprises adopt Claude.
also on Google Cloud, Microsoft, #business-strategy, #ai
AWS and Microsoft are selling much more than cloud services - Bert Hubert's writings
Large cloud providers like AWS and Microsoft succeed in corporate markets by selling “blame absorption” and risk-free choices, not just technical infrastructure.
also on Microsoft, #competition, #cloud-computing, #business-strategy