Research archive for GOOG

Amazon and Microsoft are the big powerhouses in cloud services. Google is a distant third but has been pushing hard to grow the business with good success. Fortunately the demand side of the equation for cloud services is very strong.

Have you ever wondered which company is the most profitable in your portfolio? The team at Carbon Finance have made a lovely image showing the net profits for the Magnificent 7 over a trailing twelve month period.

In early February the CEO of YouTube, Neal Mohan, released an article titled Our big bets for 2025. YouTube turns 20 this year and as Neal mentions in the piece, the platform has become the epicentre of today's culture.

Google reported numbers on Tuesday night, and the shares promptly sank 8% because the cloud division only grew by 30% to $12 billion in revenue, instead of analysts' $12.2 billion forecast. Google said they had more demand than capacity available - good news for future growth, but not great that the current opportunity was missed.

Google just invested over $1 billion in Anthropic, a hot AI startup. This adds to their previous $2 billion investment, giving them a 10% stake. Anthropic's valuation could hit $60 billion with a new funding round.

Google secured a UK court ruling to block Russian media firms from seizing its global assets. The ruling also stops the Russians enforcing massive fines related to YouTube channel bans. The penalties had ballooned to an estimated $125 nonillion, an amount vastly exceeding global economic output.

Google and Samsung are teaming up to take another swing at mixed reality, unveiling Android XR and a Samsung-built headset called Project Moohan. This partnership aims to rival Apple's $3 499 Vision Pro and Meta's mixed-reality devices.

Tech companies have been working on quantum computing chips for years, but they are far from being useful. On Monday, Google revealed their latest chip called Willow. The chip takes just five minutes to complete tasks that would take 10,000,000,000,000,000,000,000,000 years for some of the world's fastest conventional computers to complete.

Google recently revealed an AI-powered weather forecast model called GenCast. The program can produce 15-day forecasts that, according to studies, are more accurate than original systems 97.2% of the time. That makes sense as weather predictions are based on probabilities, which are determined by patterns and data. AI is very good at processing data and picking up patterns.

After Google was found to be monopolising online search by a federal judge, it seems the US Department of Justice (DOJ) is pushing for the company to sell off its Chrome browser. The original case was filed under the first Trump administration so the recent election result may not make this issue go away, I am afraid. This demonstrates how long this rubbish has been going on for. Google has appealed the verdict.

The scope of Google's businesses never ceases to amaze me. I read that Google Chrome has 66% of the global browser market. That would be a huge business on its own. The browser fits perfectly into Google's model with their search platform as the default start page and all the Google browser apps like gmail, meet and maps visible in the top righthand corner.

Google had quarterly results out on Tuesday night, and they were excellent. The stock price rose 2.8% on Wednesday, repairing some of the damage done since July by the US Government's annoying antitrust suit.

Google's self-driving taxi business, Waymo, just raised $5.6 billion in a series-C round. This is the second capital raise that includes outside investors. It previously raised $3.2 billion in 2020, reducing Google's shareholding from 100%.

Google has made a groundbreaking deal with Kairos Power to purchase energy from small modular nuclear reactors (SMRs). Google has a rapidly growing electricity demand, especially for AI-related operations.

A recent report revealed that 26% of marketers globally are using YouTube for influencer marketing, with another 25% leveraging it for organic content marketing.