earnings
"We're just scratching the surface of what's possible, and we're taking steps to seize opportunities down the road..."
"Similar to previous technology shifts such as the advent of the Internet, generative AI is driving the next wave of growth."
Sundar Pichai: "The risk of under-investing is dramatically greater than the risk of over-investing"
"AI has moved from cost-savings ideas to enhancing the quality of our customer interactions" says CEO.
Firm is hunting for a "special" distinguished engineer to help run strategy and architecture from cloud to edge.
Rampant AI demand "supplemented by the start of a recovery of traditional compute and storage infrastructure demand"
"Nearly all clients are finding it difficult to scale GenAI projects" says CEO Julie Sweet. Here's why.
NVIDIA shrugs off analyst concerns about depreciating assets amid pace of platform evolution.
CapEx looks set to pass $60 billion