#alphabet

Alphabet said Google Cloud passed $20 billion in quarterly revenue for the first time, driven by AI demand, while warning that near-term compute constraints held back even faster growth.

Google is reportedly re-entering the U.S. defense AI spotlight through talks with the Pentagon over Gemini deployments, as military buyers reassess model access and limits.

Google spinoff Taara is deploying free-space optical links that deliver fiber-optic internet speeds through invisible laser beams, no cables required.

Alphabet subsidiary Intrinsic, which spun out in 2021 to develop AI-powered robotics software, is being folded back into Google. The move signals Google's growing ambition in 'physical AI' — systems that can perceive, reason about, and manipulate the real world.

Google's parent company Alphabet sells century bonds in a rare capital markets move. The proceeds will finance massive AI infrastructure investments through 2030.