Google Cloud led all major providers with 32% Q2 growth, narrowing the revenue gap with AWS despite its smaller base, fueled by skyrocketing AI demand across industries.
Google Cloud
Google Cloud tops cloud market growth at 32%, with Oracle, Microsoft, and others showing strong momentum in Q2.
Oracle’s 359% RPO spike to $455B dwarfs competitors, narrowing revenue gaps with hyperscalers.
The cloud market has reached $1.1T in RPO across four major players, with Oracle leading and Microsoft close behind.
Google Cloud has cut energy consumption for Gemini Apps text prompts by an astonishing 33X and expects to continue making…
Google’s energy-efficient AI models offer hope and direction for the future of compute.
Gemma 3 270M is considered optimal for developers with lightweight infrastructure, strong privacy requirements, or a need to iterate and deploy quickly.
Meta’s new multi-billion-dollar partnership with Google Cloud showcases the intensifying demand for AI infrastructure across hyperscalers.
With a reach into 75% of the Fortune Global 100, NTT DATA brings unparalleled implementation experience to Google Cloud’s AI capabilities.
Even with $90 billion in Q2 CapEx spending, the major hyperscalers say cloud and AI demand will exceed supply until at least late 2025.
Cloud hyperscalers including AWS, Microsoft, Google and Oracle spent nearly $1 billion per day in Q2 2025 on AI infrastructure to meet unprecedented demand, signaling a long-term transformative shift toward AI-powered enterprise.
Oracle and Google Cloud have partnered to deliver Gemini AI models via OCI, accelerating enterprise adoption of generative AI with seamless access and flexible billing.
Oracle and Google Cloud have partnered to bring Gemini AI to Oracle Cloud Infrastructure (OCI), signaling a major shift in tech rivalries and boosting customer value through mult-icloud innovation.
Analysts grilled Jassy on AWS’s relative underperformance — and the numbers don’t lie: rivals are catching up fast.
Despite strong revenue growth, AWS’s positioning in its latest earnings call drew scrutiny, especially when comparing its performance to Microsoft and other hyperscalers, whose cloud businesses are accelerating more rapidly.
Google Cloud and Atlassian announce a multi-year partnership to integrate Gemini models and Vertex AI into Jira, Confluence, and Loom, enhancing productivity, security, and AI-powered workflows.
The giant bank outlines an ambitious agenda working with Google Cloud to personalize customer experiences by enabling bankers to sharpen their focus on building relationships.
Satya Nadella broke tradition in Microsoft’s Q4 call, directly comparing Microsoft’s AI and cloud capabilities to AWS, Google, and Oracle, citing unmatched scale, speed, and infrastructure capacity.
Satya Nadella touts Microsoft’s Q4 cloud dominance, declaring MSFT #1 and challenging Google, Oracle, and AWS to compete for second place.
In the second significant update since the company launched the agent interoperability spec in April, the company is making it easier for partners to capitalize on key facts of its development platforms and get agents in front into market.