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グーグル・クラウド・ジャパンの新代表、三上智子氏に聞く「なぜ競合企業への移籍を決断したのか」
NEWS
5/27/2026AI summary

グーグル・クラウド・ジャパンの新代表、三上智子氏に聞く「なぜ競合企業への移籍を決断したのか」

グーグル・クラウド・ジャパンの新代表に就任した三上智子氏。日本マイクロソフトで20年間、主要製品のマーケティングや中堅中小企業ビジネスを統括するなど、女性リーダーとして活躍。ライバル企業への移籍の理由と、今後の取り組みについて聞いた。

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ITmedia
Google Cloud Surges 63% as All Three Major Cloud Providers Beat Earnings Estimates
NEWS
4/30/2026AI summary

Google Cloud Surges 63% as All Three Major Cloud Providers Beat Earnings Estimates

All three major cloud providers—Google Cloud, Amazon Web Services, and Microsoft Azure—beat analyst estimates in Q1 earnings, with Google posting its fastest growth rate ever at 63% ($20.03B). AWS grew 28% to $37.6B while Azure rose 40%. Enterprise AI solutions have become the primary growth driver, with Google reporting 800% growth in products built on its generative AI models. The companies collectively plan to spend approximately $600 billion on capital expenditures this year.

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CNBC
Big Tech übertrifft Erwartungen: Google Cloud wächst rekordverdächtig, AWS mit stärkstem Plus seit 15 Quartalen
NEWS
4/30/2026AI summary

Big Tech übertrifft Erwartungen: Google Cloud wächst rekordverdächtig, AWS mit stärkstem Plus seit 15 Quartalen

Die US-Technologiekonzerne Alphabet, Amazon, Meta und Microsoft haben mit starken Quartalsergebnissen die Befürchtungen gedämpft, dass sich die hohen KI-Investitionen nicht auszahlen. Google Cloud verzeichnete mit 63 Prozent Wachstum einen Rekordwert, AWS erzielte das stärkste Plus seit 15 Quartalen (25 Prozent). Microsoft Azure wuchs um 40 Prozent, blieb aber hinter den Erwartungen zurück. Meta erhöhte seine KI-Investitionsprognose auf 125-145 Milliarden Dollar, warnte jedoch vor Risiken durch verschärfte Jugendschutz-Vorschriften.

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Spiegel Wirtschaft
Tech-Riesen melden starke Quartalsergebnisse – Google Cloud wächst rekordverdächtig
NEWS
4/30/2026AI summary

Tech-Riesen melden starke Quartalsergebnisse – Google Cloud wächst rekordverdächtig

Alphabet, Amazon, Meta und Microsoft legen starke Quartalsergebnisse vor und dämpfen Befürchtungen über erfolglose KI-Investitionen. Google Cloud verzeichnet mit 63 Prozent Rekordwachstum, der Auftragsbestand verdoppelt sich auf 460 Milliarden Dollar. AWS wächst um 25 Prozent, Microsoft Azure um 40 Prozent. Meta warnt gleichzeitig vor Risiken durch verschärfte Jugendschutz-Vorschriften.

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Spiegel Wirtschaft
Google DeepMind ve Google Cloud Çalışanları Pentagon İşbirliğine Karşı Açık Mektup Gönderdi
Developing
Tech·4/28/2026AI summary

Google DeepMind ve Google Cloud Çalışanları Pentagon İşbirliğine Karşı Açık Mektup Gönderdi

Google DeepMind ve Google Cloud çalışanları, Pentagon ile yapay zeka işbirliği görüşmelerine ilişkin CEO Sundar Pichai'ye açık mektup gönderdi. 600'den fazla çalışan, AI sistemlerinin ölümcül otonom silahlar ve toplu gözetim gibi zararlı amaçlarla kullanılabileceğinden endişe duyduğunu belirtti. Mektupta, teknolojinin insanlığa faydalı şekilde kullanılması gerektiği vurgulandı. Aynı haberde, Anthropic'in askeri kullanıma kısıtlamalar getirmesi nedeniyle Pentagon ile yaşadığı gerilim ve ABD hükümetine karşı dava açması da yer aldı.

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Cumhuriyet
Meta Veteran Joins Thinking Machines Lab as Startup Secures Major Google Cloud Deal
Developing
Tech·4/24/2026AI summary

Meta Veteran Joins Thinking Machines Lab as Startup Secures Major Google Cloud Deal

Weiyao Wang, an 8-year Meta veteran who helped build multimodal perception systems and contributed to SAM3D, has joined Thinking Machines Lab. TML recently signed a multibillion-dollar cloud deal with Google at Cloud Next, gaining access to Nvidia's GB300 chips and joining Anthropic and Meta in infrastructure tier. The move follows Meta reportedly acquiring Thinking Machines around this time last year and poaching seven of TML's founding members, while TML has been hiring more researchers from Meta than any other employer.

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TechCrunch
Meta Signs Deal for Millions of AWS Graviton Chips in Blow to Google Cloud
Developing
Business·4/24/2026AI summary

Meta Signs Deal for Millions of AWS Graviton Chips in Blow to Google Cloud

Meta has signed a deal to use millions of AWS Graviton ARM-based CPUs for its AI needs, Amazon announced Friday. The timing coincided with the Google Cloud Next conference wrap-up. The deal brings Meta's spending back to AWS after the company signed a $10 billion, six-year deal with Google Cloud last August. AWS Graviton CPUs compete with Nvidia's Vera CPU for AI agentic workloads, as inference and real-time reasoning tasks increasingly drive chip demand.

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TechCrunch