Podcasts about Google Cloud

In today's Cloud Wars Minute, I take a closer look at AWS's market positioning and the narrative shared during its recent earnings call.Highlights00:36 — I was puzzled by some of the math and the numbers that Amazon CEO Andy Jassy, speaking on behalf of AWS on the Amazon earnings call, used in trying to describe the competitive position that AWS finds itself in.01:28 — We've got AWS, now on a $123 billion annualized run rate, and which grew 17.5% in Q2, which is extremely good for a company that size. The challenge comes in when you compare it with the growth rates, both in recent-quarter revenue, but also RPO, or backlog. AWS is far, far behind the other three hyperscalers on those metrics, or the rate of acceleration as they each grew from Q2 over Q1.02:12 — On the earnings call, Jassy said the second player has revenue that's only 65% as big as AWS. So that has to be Microsoft. So he's saying that Microsoft's cloud revenue is more in the range of $75 to $80 billion, but it's more than twice that — $187 billion. I don't get that. Maybe he's trying to say it's only about infrastructure, but he doesn't say that.03:46 — The issue is that the AWS growth rate is lower than that of Microsoft, Google Cloud, and Oracle, and it has been lower for at least the last eight quarters. Yet on the earnings call, Jassy said, "Sometimes we grow faster than they do, sometimes they grow faster than we do."04:07 — So, perhaps Andy Jassy, who has been an extraordinary executive, I'm not questioning his overall capability, his record stands for itself. But Jassy is choosing to try to play a little bit of a shell game here, trying to say that Microsoft's whole cloud revenue isn't all there, or some is illegitimate — something like that.05:26 — It's something that AWS has to address, own up to, and figure out what to do about it. And I think AWS is a great company. I don't think it helps AWS's cause for Andy Jassy to be using some numbers and representations of the market that seem to clash with reality. Visit Cloud Wars for more.

Will AI replace nurses?Is Google's Nurse Handoff app secure?Could this be the beginning of nurses designing the future of healthcare?Would you trust a nurse handoff powered by AI over traditional methods?Do you think AI should be involved in critical nurse-patient workflows? Hey there, tech enthusiasts!

As we prepare for a brand new season of Eccles Business Buzz launching this fall, we're bringing back some of your favorite episodes from our archive. In this series of conversations from Season 7 about Artificial Intelligence and how it's changing the world around us, Frances talks to an AI engineer at Google about the ins and outs of the newest crop of AI models and agents.Joining the show to give an insider's perspective is Derek Egan. Derek is on the Vertex AI team at Google Cloud where he works on helping developers build generative AI-powered agents for their own applications. Derek is also a graduate of the David Eccles School of Business with a degree in Operations Management. David and Frances discuss the difference between models and agents, and why humans are still very much integral to the process. They address the strengths and weaknesses of these types of systems and the ways in which they might be used by organizations most effectively to help them work more efficiently. Derek speaks to the realistic worries of some AI critics and gives some of his own real-life examples of how AI agents help streamline his work life and personal life. Eccles Business Buzz is a production of the David Eccles School of Business and is produced by University fm.Show Links:Derek Egan | LinkedInVertex AI | Google CloudMaster of Science in Business Analytics - The David Eccles School of BusinessDavid Eccles School of Business (@ubusiness) • InstagramEccles Alumni Network (@ecclesalumni) • Instagram Eccles Experience Magazine

Amazon Web Services, Microsoft Azure, and Google Cloud dominate the infrastructure-as-a-service market, controlling 71% of the market share. This concentration is driven by the rapid growth of artificial intelligence, with global cloud spending projected to exceed $700 billion in 2025. The economic impact of AI is significant, as evidenced by Microsoft reaching a $4 trillion valuation, largely due to investments in AI infrastructure. However, this boom has created challenges for recent computer science graduates, who are struggling to find jobs in a tech industry that is increasingly adopting AI tools while simultaneously laying off employees.The job market for young tech workers is deteriorating, with unemployment rates for those aged 20 to 30 rising sharply. Economists warn of a potential "jobless recovery" for white-collar roles, as AI continues to replace routine jobs. The share of tech jobs peaked in late 2022 but has since declined, leaving graduates questioning the reliability of traditional pathways into tech careers. This shift highlights the need for companies to reassess their hiring practices and adapt to the changing landscape influenced by AI.In a concerning development, researchers have identified vulnerabilities in Google's Gemini AI Assistant that could allow attackers to hijack smart devices through manipulated calendar invites. These vulnerabilities pose significant risks as AI becomes more integrated into everyday applications. Although Google has addressed these issues, the potential for exploitation raises alarms about the security of AI systems and the importance of implementing strict controls and user training to mitigate risks.The recent launch of GPT-5 by OpenAI has sparked disappointment among users, leading to a petition for a return to the previous model. Many users feel that GPT-5 does not offer substantial improvements over its predecessor, resulting in a significant drop in OpenAI's perceived leadership in AI. This disconnect between advanced AI tools available at home and outdated technology in the workplace is causing dissatisfaction among employees, prompting organizations to evaluate their AI policies and capabilities to retain talent and enhance productivity. Four things to know today 00:00 AI Boom Fuels Cloud Giants' Growth While Squeezing Entry-Level Tech Jobs06:33 Researchers Expose Gemini AI Flaw Allowing Smart Device Hijacking via Calendar Invites08:04 GPT-5 Backlash Highlights AI Leadership Slip and Workplace Adoption Crisis11:06 Intel CEO Goes from “Conflict Risk” to “Success” in Trump's Eyes  Supported by:  https://scalepad.com/dave/https://www.moovila.com/ Tell us about a newsletter https://bit.ly/biztechnewsletter  All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech

In today's Cloud Wars Minute, I discuss Satya Nadella's bold Q4 claim that Microsoft is the #1 cloud provider, leaving rivals to fight for second place.Highlights00:12 — Microsoft laid out a very clear, unmistakable story in Q4 that it is the biggest and right now certainly the most powerful, most influential cloud provider. CEO Satya Nadella used the opportunity of these unprecedented financial results to spread the word that, “We're number one, and all of the other hyperscalers — Google, Oracle, and AWS — can fight for the number two spot.”01:06 — Q4 cloud revenue was up 27% to 46.7 billion. Full year cloud revenue was $168 billion, up 23%. One that really blows me away, its RPO for Q4 was $368 billion up 37%, so that is remaining performance,obligation, contracted business not yet recognized as revenue. Then for Azure, for the full year, $75 billion and a 39% growth rate in Q4. So pretty powerful stuff.02:04 — Nadella said, "We're the leaders in breadth of AI products and AI infrastructure." He said, "In our overall tech stack, nobody can touch us, and that's how we're able to deliver at this scale." He said, "We have more data centers than anybody else does," cutting against some claims that have been made by Oracle and others. "We are outperforming everybody else."03:16 — I thought it was interesting that, without identifying those specific companies, he referred to our competitors and that we're doing more than them. Now, I think this was a smart move by Nadella, right? Because we're not talking about some technical features — these are the technological foundations that business leaders will be betting the future of their companies on.03:55 — So, the hyperscalers with the best overall capabilities are going to be the ones that those business leaders tend to go with. I think it's a smart move by Nadella here to say, in my view, here's where we stand. We're out ahead of the others on all this. Now, I'm sure Google Cloud, Oracle, and AWS will have their own points of view on this, and I would encourage all of them to speak up.04:20 — I'm not talking about name-calling, but a very clear and well-articulated, reasoned, customer-oriented set of here's where I stand versus competitors here. I was glad to see this from Microsoft. I hope everybody does it, and later this morning on Cloud Wars, I'll have a detailed article offering the verbatim comments that Nadella made about these different subjects. Visit Cloud Wars for more.

nvestors keep score with growth rates, but this quarter you had to read the footnotes and the fine print. Microsoft put up eye-popping Azure growth again, but a big slice of that acceleration is AI inference — notably ChatGPT — now embedded in the revised Azure definition - great for headlines but not conducive to apples-to-apples comparisons. Meanwhile, AWS delivered the largest dollars and a very clear message that demand exceeds supply. Meaning growth is capped by power and components, not pipeline. That creates a weird optics penalty — AWS showing growth in the high teens growth on a $120B-plus run rate and it's a “concern.” But it also telegraphs future upside as capacity lands and depreciation cycles through.  The stealth story is Google. Google Cloud posted a strong print with solid top-line growth and steadily improving operating margin — and GCP (the IaaS/PaaS core) is growing materially faster than Cloud overall - our estimate is nearly 40%. Backlog is building at more than $250M and $1B+ deals are real. As the mix shifts toward AI-heavy, infrastructure-centric workloads, it becomes a tailwind for Google, continues to lag the scale of AWS and Azure. Let's call it a disciplined scale strategy with less noise.The other common thread is a capex arms race that faces real constraints. All three players said the quiet part out loud — power, sites, servers, power and lead times will dictate who wins AI inference and who monetizes it. Microsoft is capacity-constrained, AWS says “several quarters” to rebalance, and Google raised capex again. This is not a one-quarter story; it's a multi-year land-and-power grab that will determine margin structures for the next cycle. Meanwhile, the Big three cloud players are on a pace to spend about $240B this year on CAPEX with AI revenue coming in at about 10% of that figure. We clearly have a big hurdle before that massive investment pays back. 

KPK juga melakukan pemeriksaan terhadap mantan Menteri Pendidikan, Kebudayaan, Riset, dan Teknologi, Nadiem Makarim. Pemeriksaan ini berkaitan dengan kasus dugaan korupsi dalam proyek pengadaan layanan Google Cloud.

In this episode of The Digital Executive podcast, Brian Thomas welcomes Fahd Rafi, founder of Noodle Seed, an AI startup transforming how modern organizations operate through intelligent automation. Drawing from a background leading AI and data strategy at Google Cloud and Microsoft, Fahd shares how his mission is to “automate the ordinary and enable the extraordinary” through a new paradigm: Agents-as-a-Service.Fahd explains how Noodle Seed builds agentic systems that go far beyond simple chatbots—by identifying business processes that should be automated, eliminated, or augmented with AI. He breaks down misconceptions around AI implementation, emphasizing the need for outcome-driven design over hype-driven deployment. Instead of charging by user seats or token usage, Fahd advocates for shared-value models where pricing aligns with business results.From eliminating repetitive tasks to empowering enterprise teams with intelligent agents, Fahd offers a compelling vision of the AI-powered future—where human creativity is prioritized, and machines take care of the rest.Like to be a future guest on the show? Apply Here

Google Cloudは、ビジネスユーザーからの自然言語による質問を基にデータ分析用のPythonコードを生成し実行する新機能「Code Interpreter」をプレビュー公開しました。

In today's Cloud Wars Minute, I break down reports of a potential $1.2 billion cloud deal between Google Cloud and ServiceNow, and what it means for the ever-intensifying battle among the cloud giants.Highlights00:04 — Google Cloud has just secured a massive cloud deal with ServiceNow worth an estimated $1.2 billion over five years. In its latest filing, ServiceNow states that it's entered into various non-cancellable agreements with cloud service providers, under which it is committed to spend an aggregate of approximately $4.8 billion through 2030 on cloud services.00:29 — However, neither Google Cloud nor ServiceNow would comment on the alleged $1.2 billion deal.00:55 —This deal, although many details are yet to emerge, serves as a great reminder of how crucial cloud infrastructure is to leading tech companies — both those providing cloud services and those that utilize them. Now, while AI has dominated the headlines in recent months — perhaps we're looking at years even — the demand for cloud infrastructure remains consistent. Visit Cloud Wars for more.

business history.Highlights00:14 — Now, any question about this greatest growth market the world has ever known was blown away last week, when Microsoft reported its fiscal Q4 earnings. And I think Microsoft's Q4 results have to be regarded as the greatest quarterly results of any company in any industry of all time.00:40 — Now, I cannot say that I have done a rigorous analysis of every quarterly report from every company in every industry there's ever been. But I will be wide open to hearing from anybody about anything that expands this. It could have grown even more, but customer demand is just swamping ability to build out data center capacity.01:38 — Microsoft Cloud used to be a nice, healthy portion of its business. It's now 61% of Microsoft's overall revenue. The total number for Microsoft's remaining performance obligation: $368 billion — a phenomenal, huge number. But it grew 37%, so you've got a combination here of scale with an incredible rate of growth here on this.03:31 — Azure in Q4, it grew 39%. If you look at the full year, Azure grew 34%. Now, revenue for Azure is over $75 billion. And the Q1 growth guidance for Azure is 37%. So again, even at these very large numbers, the growth rates are astonishing. Also looking ahead to Q1, which will end September 30, CFO Amy Hood said the CapEx is expected to be $30 billion.04:45 — We saw Google Cloud last week report very, very strong Q4. It's up 32% to $13.6 billion. Oracle's reporting just spectacular growth rates. RPO in its most recent quarter was 62%, and they're predicting 100% RPO for their fiscal year, which will end May 31 of next year. AWS numbers haven't come out yet, so I will get to them later next week. But hats off to Microsoft. Visit Cloud Wars for more.

Thomas Raymond looks at why AI is so important for the tech sector. He breaks down how Alphabet (GOOGL) is implementing AI across diverse business segments, including Waymo's self-driving cars and YouTube's algorithm, as well as increased Google Cloud revenue. Thomas argues GOOGL is still underappreciated: “This name should be richly valued…and is trading at a discount to the S&P 500.” He calls Nvidia (NVDA) the “metaphorical gas station” fueling the AI phenomenon and also believes it is undervalued.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this emergency solo episode I walk you through #ChatGate, the discovery that thousands of “shared” ChatGPT conversations are now fully searchable on Google. We de-mystify the site: operator, trace the unusual timeline that puts OpenAI, Google Cloud and Microsoft on a collision course, and explain why some marketers cheer while privacy advocates panic. Most importantly, you'll learn how to check whether your chats are exposed and what to do next. Key TakeawaysShared ChatGPT links are public if you tick “Enable search indexing.”A sitemap discovered in late 2024 helps Google crawl those pages automatically.OpenAI now pays Google for compute while Microsoft cools its spending — timing that looks suspicious.Marketers cheering the “SEO gold-mine” are ignoring the privacy fallout.Audit yourself (site:chatgpt.com/share "Your Name"), delete stray links, and think twice before sharing sensitive prompts.Enjoy the listen — and remember: what happens in ChatGPT doesn't necessarily stay in ChatGPT.Resources & Further ReadingGoogle Support – Advanced Search Operators (official guide to site:) https://support.google.com/websearch/answer/2466433?hl=enOpenAI Help Center – “Share your conversations” (checkbox controls indexing) https://help.openai.com/en/articles/7925741-chatgpt-shared-links-faqLinkedIn Post by Senthil Kumar – “OpenAI's /shared-convos-sitemap.xml SEO play” https://www.linkedin.com/pulse/unboxing-chatgpts-organic-traffic-deep-dive-openais-seo-hariram-jhtkcTechCrunch (31 July 2025) – “Your public ChatGPT queries are getting indexed by Google” https://techcrunch.com/2025/07/31/your-public-chatgpt-queries-are-getting-indexed-by-google-and-other-search-engines/Fast Company (30 July 2025) – “Google is indexing ChatGPT conversations—here's why it's a privacy nightmare” https://www.fastcompany.com/91376687/google-indexing-chatgpt-conversationsYahoo Finance (Dec 2024) – “Microsoft has invested nearly $14 billion in OpenAI but is pulling back” https://finance.yahoo.com/news/microsoft-invested-nearly-14-billion-000512844.htmlReuters (16 July 2025) – “OpenAI taps Google Cloud TPU chips to meet soaring demand” https://www.reuters.com/business/media-telecom/openai-lists-google-cloud-partner-amid-growing-demand-computing-capacity-2025-07-16/Juliana Jackson – Substack Essay “ChatGPT Indexed Conversations” https://julianajackson.substack.com/p/chatgpt-indexed-conversations---If you enjoyed the episode, please share it with a friend!No Hacks websiteYouTubeLinkedInInstagram

Amadeus expects its new partnership with Google Flights and Google Cloud to enhance its airline business by integrating advanced AI tools into its Nevio platform, following a previously failed alliance with ITA Software. Skift Research's latest U.S. Traveler Trends report shows a surge in American travel, with AI tools like ChatGPT playing a growing role in how people plan and book trips, while direct bookings decline and OTAs rebound. Meanwhile, Booking Holdings reports strong ad performance on Google and a 25% year-over-year increase in social media marketing spend, signaling a shift in digital travel advertising strategy. Don't Count Out Google Travel Search – Booking.com Still Sees Gains Amadeus and Google Join Forces — Again — To Bolster Flights Business U.S. Traveler Trends 2025: More Social Media and AI, a Rebound for Online Travel Agencies Connect with Skift LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/skift/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ WhatsApp: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://whatsapp.com/channel/0029VaAL375LikgIXmNPYQ0L/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Facebook: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://facebook.com/skiftnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/skiftnews/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Threads: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.threads.net/@skiftnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Bluesky: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bsky.app/profile/skiftnews.bsky.social⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/skift⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Subscribe to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@SkiftNews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss an update from the travel industry.

Recorded live at the SAP for Treasury and Working Capital Management Conference in Rome, Eleanor Hill (TMI) caught up with Moritz Platt (Google Cloud) to explore how the Google Cloud Universal Ledger (GCUL) is helping regulated industries streamline payments and modernise treasury operations. They unpack treasury tech myths, vendor noise, and transformation failures—offering insights on data readiness, smart tech selection, and why innovation shouldn't be sacrificed for perceived safety.

What happens after AI helps you write code faster? You create a bottleneck in testing, security, and operations. In part two of their conversation, SADA's Simon Margolis and Google Cloud's Ameer Abbas tackle this exact problem. They explore how Google's AI strategy extends beyond the developer's keyboard with Gemini Code Assist and Cloud Assist, creating a balanced and efficient software lifecycle from start to finish. We address the burning questions about AI's impact on the software development ecosystem: Is AI replacing developers? What does the future hold for aspiring software engineers? Gain insights on embracing AI as an augmentation tool, the concept of "intentional prompting" versus "vibe coding," and why skilled professionals are more crucial than ever in the enterprise. This episode offers practical advice for enterprises on adopting AI tools, measuring success through quantitative and qualitative metrics, and finding internal champions to drive adoption. We also peek into the near future, discussing the evolution towards AI agents capable of multi-step inferencing and full automation for specific use cases. Key Takeaways: Gemini Code Assist: AI for developer inner-loop productivity, supporting various IDEs and SCMs. Gemini Cloud Assist: AI for cloud operations, cost optimization, and incident resolution within GCP. AI's Role in Development: Augmentation, not replacement; the importance of human agency and prompting skills. Enterprise Adoption: Strategies for integrating AI tools, measuring ROI, and fostering a culture of innovation. The Future: Agents with multi-step inferencing, automation for routine tasks, and background AI processes. Relevant Links: Blog: A framework for adopting Gemini Code Assist and measuring its impact Gemini Code Assist product page Gemini Cloud Assist product page Listen now to understand how AI is shaping the future of software delivery! Join us for more content by liking, sharing, and subscribing!

In today's Cloud Wars Minute, I break down Google Cloud's explosive Q2 performance — including a 32% revenue jump, a $106 billion backlog, and a surge in billion-dollar deals.Highlights00:14 — We saw a great re-acceleration by Google Cloud. In Q2, it recorded great numbers across the board. I think what this shows is that large enterprises are buying fully into the Google Cloud value proposition. It's made huge strides there. These are AI-hungry customers who realize they've got potentially a great partner in Google Cloud.01:05 — Q2 revenue for Google Cloud was up 32% to $13.6 billion. The backlog for Google Cloud was up 38% to $106 billion. This is a number that Google Cloud has not released publicly before. It was buried deep in their numbers. But it brought it up on the earnings call. One quarter ago, it was about $90 billion. It's now at $106 billion. Billion-dollar deals surged.02:39 — It added 28% more in Q2 than it did in Q1 — huge. Again, a sense of momentum. It's bringing in new revenue, new customers, new prospects. Also, Google Cloud's parent company, Alphabet, is boosting CapEx by $10 billion for this year — up from the original $75 billion plan.03:38 — I'll be looking to see, on July 30, when Microsoft releases its numbers: did they see the same kind of growth acceleration that Google Cloud did? In Q1, Google Cloud's revenue grew 28%. This quarter, it improved to 32%. While Microsoft's cloud business is much bigger than Google Cloud, it's understandable that Google Cloud would have a higher growth rate.04:35 — Google Cloud is doing a lot of things right — from its AI-native technology and cloud infrastructure business, to what it's doing in data analytics, and the way it's forged partnerships with everybody: Oracle, SAP, ServiceNow, Salesforce, Workday. It's really opened it up.05:00 — It's making it easier for customers to put together the complex types of solutions needed as we move into this very different future. Hats off to Google Cloud and Thomas Kurian for a great quarter. Visit Cloud Wars for more.

Google Cloud chief operating officer Francis deSouza discusses his unit's next wave of growth, AI strategy and more. He speaks with hosts Carol Massar and Tim Stenovec.See omnystudio.com/listener for privacy information.

Visit Cloud Wars for more.

12 Articles With Great ESG Stock Picks. Includes the terrific Humankind ranking, top infrastructure, lithium mining, and AI stock picks. By Ron Robins, MBA Transcript & Links, Episode 157, July 25, 2025 Hello, Ron Robins here. Welcome to my podcast episode 157, published on July 25, 2025, titled “12 Articles With Great ESG Stock Picks.” Before I begin, I want to let you know that my next podcast will be on August 22nd as I'm taking some time off. So, this podcast is presented by Investing for the Soul. Investingforthesoul.com is your go-to site for vital global, ethical, and sustainable investing mentoring, news, commentary, information, and resources. Remember that you can find a full transcript and links to content, including stock symbols and bonus material, on this episode's podcast page at investingforthesoul.com/podcasts. Also, a reminder. I do not evaluate any of the stocks or funds mentioned in these podcasts, and I don't receive any compensation from anyone covered in these podcasts. Furthermore, I will reveal any investments I have in the investments mentioned herein. Additionally, please visit this podcast's webpage for links to the articles and additional company and stock information. I have a great crop of 12 articles for you in this podcast! Note that some companies are mentioned more than once! ------------------------------------------------------------- Humankind 100 rankings I'm beginning this episode with another of my favourite company rankings whose annual list has just been released. It's the Humankind 100 rankings. Here is an overview of them from their website. “The Humankind 100 celebrates the one hundred U.S. public companies with the highest Humankind Values. We believe these companies consistently work to create large amounts of value, not just for their investors, but for humanity at large. The Humankind 100 companies are ranked based on Humankind Value, a proprietary metric that provides an estimate of the overall dollar amount a company creates for investors, consumers, employees, and society at large, and are therefore among the most ethical companies in the United States, according to our research.” End quotes. Their top 5 companies are Alphabet Inc. (GOOGL), Eli Lilly & Company (1LLY.MI), Johnson & Johnson (JNJ), AbbVie Inc. (ABBV), and Pfizer Inc. (PFE). ------------------------------------------------------------- Infrastructure Stocks To Consider - July 12th This second article features a sector favoured by many ethical and sustainable investors. The article is titled Infrastructure Stocks To Consider - July 12th. It's by MarketBeat and seen on marketbeat.com. Here are some quotes from the article. “1. NVIDIA Corporation (NASDAQ:NVDA) provides graphics and compute and networking solutions in the United States, Taiwan, China, Hong Kong, and internationally. The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU or vGPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems; and Omniverse software for building and operating metaverse and 3D internet applications. 2. Coinbase Global, Inc. (NASDAQ:COIN) provides financial infrastructure and technology for the crypto economy in the United States and internationally. The company offers the primary financial account in the crypto economy for consumers; and a marketplace with a pool of liquidity for transacting in crypto assets for institutions. Read Our Latest Research Report on COIN 3. Alphabet (NASDAQ:GOOGL) offers various products and platforms in the United States, Europe, the Middle East, Africa, the Asia-Pacific, Canada, and Latin America. It operates through Google Services, Google Cloud, and Other Bets segments. The Google Services segment provides products and services, including ads, Android, Chrome, devices, Gmail, Google Drive, Google Maps, Google Photos, Google Play, Search, and YouTube. Read Our Latest Research Report on GOOGL 4. Broadcom (NASDAQ:AVGO) designs, develops, and supplies various semiconductor devices with a focus on complex digital and mixed signal complementary metal oxide semiconductor based devices and analog III-V based products worldwide. Read Our Latest Research Report on AVGO 5. Oracle (ORCL) offers products and services that address enterprise information technology environments worldwide. Its Oracle cloud software as a service offering include various cloud software applications, including Oracle Fusion cloud enterprise resource planning (ERP), Oracle Fusion cloud enterprise performance management, Oracle Fusion cloud supply chain and manufacturing management, Oracle Fusion cloud human capital management, Oracle Cerner healthcare, Oracle Advertising, and NetSuite applications suite, as well as Oracle Fusion Sales, Service, and Marketing.” End quotes. ------------------------------------------------------------- Best Lithium Mining Stocks 2025: Buy Top Mining Stocks Now Every investor knows that lithium is a basic mineral for electric batteries. So, this next article will interest many investors. It's titled Best Lithium Mining Stocks 2025: Buy Top Mining Stocks Now. It's by Farmonaut and found on farmonaut.com. Here are some quotes by Farmonaut on each of their picks. “1. Albemarle Corporation (NYSE: ALB) headquartered in the USA, is the world's largest lithium producer… With operations spanning North America, South America, and Australia, Albemarle boasts: Diversified extraction & processing operations, including high-margin lithium brine and hard rock mining projects Ongoing investments to expand production capacity in Nevada (USA), Chile, and Australia A resilient supply chain and ability to scale output to meet global demand Strategic partnerships with leading EV battery makers Strong commitment to sustainable mining and ESG practices Albemarle's scale, geographic diversification, and innovation position it as one of the best performing mining stocks of 2025. 2. Sociedad Química y Minera de Chile (or SQM) (NYSE: SQM) is South America's lithium market leader. Based in Santiago, Chile, SQM boasts some of the world's largest and lowest-cost lithium brine operations situated in the renowned Lithium Triangle (Chile, Argentina, Bolivia): Extensive lithium reserves & robust extraction technology, delivering high efficiency Geopolitical stability—Chile enjoys a relatively favorable mining regulatory environment compared to other regions Cost-effective production enables SQM to remain highly profitable even as competition heats up Continuous expansion to satisfy increasing global lithium demand for EV batteries and storage solutions Environmental sustainability programs, making SQM attractive for ESG-focused investors SQM competitive positioning ensures it remains a top choice in the best lithium mining stocks to buy for 2025. 3. Livent Corporation (NYSE: LTHM) distinguishes itself by focusing on high-purity lithium chemicals for next-generation battery technologies. With operations in the United States, Argentina, and China, Livent stands out for: Supplying premium lithium hydroxide and carbonate solutions for advanced battery manufacturers Strong partnerships with key players in the EV battery chain, including Tesla Expansion projects in Argentina and the U.S., boosting 2025 production capacity and flexibility ESG and sustainability initiatives for responsible lithium extraction Livent is uniquely positioned for specialty market growth, making it one of the best lithium mining stocks for investors eyeing niche applications and supply chain integration. 4. Piedmont Lithium (NASDAQ: PLL) though a smaller player, it has become a rising star by focusing on high-quality spodumene reserves in the United States—especially in North Carolina's Carolina Tin-Spodumene Belt. Piedmont brings: Strategic U.S. supply source—critical for domestic battery manufacturers and government-led supply chain diversification Fast-tracked expansion projects supported by U.S. regulatory incentives and EV adoption targets Potential to benefit from blockchain-based traceability in mining—enhancing transparency for institutional investors Growing interest from global automakers and battery companies seeking secure lithium supply Piedmont's agility and domestic positioning could mean outsized growth as U.S. policy emphasizes onshoring critical battery mineral chains.” End quotes. ------------------------------------------------------------- 5 Artificial Intelligence (AI) Infrastructure Stocks Powering the Next Wave of Innovations Now, like most investors, you probably are invested in AI stocks, either directly or via funds. Hence, this next article 5 Artificial Intelligence (AI) Infrastructure Stocks Powering the Next Wave of Innovations, should interest you. It's by Justin Pope and found on fool.com. Here is some of what Mr. Pope says about his picks. “1. Nvidia (NASDAQ: NVDA) The company has maintained its winning position as it progressed from its previous Hopper architecture to its current Blackwell chips, and it expects to launch its next-generation architecture, with a CPU called Vera and a GPU called Rubin, next year. Analysts expect Nvidia's revenue to grow to $200 billion this year and $251 billion in 2026.  2. Amazon (AMZN) Web Services (AWS) has long been the world's leading cloud platform, with about 30% of the cloud infrastructure market today. Through the cloud, companies can access and deploy AI agents, models, and other software throughout their businesses. 3. Microsoft (MSFT) Its Azure is the world's second-largest cloud platform, with a market share of approximately 21%. Microsoft stands out from the pack for its deep ties with millions of corporate clients. 4. Arista Networks (ANET) sells high-end networking switches and software that help accomplish this. The company has already thrived in this golden age of data centers, with top clients including Microsoft and Meta Platforms, which happen to also be among the highest spenders on AI infrastructure. 5. Broadcom (AVGO) which specializes in designing semiconductors used for networking applications. For example, Arista Networks utilizes Broadcom's Tomahawk and Jericho silicon in the networking switches it builds for data centers. Broadcom's AI-related semiconductor sales increased by 46% year-over-year in the second quarter.” End quotes. ------------------------------------------------------------- Ethical Companies To Invest In 2025 (ECL, MSFT, UNFI) The final reviewed article for this podcast episode is titled Ethical Companies To Invest In 2025 (ECL, MSFT, UNFI) and was written by the Analyst Team and seen on asktraders.com. Now a few quotes from the article by the Team. “1. Ecolab (ECL) a global leader in water, hygiene, and infection prevention solutions, presents a straightforward ethical narrative. Its products and services help businesses reduce water consumption, improve hygiene standards, and prevent infections, contributing directly to public health and environmental protection… Analyst ratings remain in line with current pricing, with Wells Fargo & Company reiterating a price target of $260.00 in May 2025. With the Ecolab stock price having gained 14% since the start of the year, the company has managed to outperform the market on the period whilst holding true to it's ethical standing. While its dividend yield of approximately 1.1% is slightly higher than others on the list, its P/E ratio of around 38x indicates a similar valuation based on future earnings potential. 2. Microsoft (MSFT) presents a complex ethical profile. On one hand, its commitment to carbon neutrality, investments in renewable energy, and initiatives to bridge the digital divide are commendable… The stock's impressive 20% YTD return and a consensus analyst price target of $475 reflect market confidence in its financial stability and future growth, primarily driven by its cloud and AI segments, making it one to keep on shortlists… While Microsoft offers a modest dividend yield of around 0.7%, its high P/E ratio of approximately 36x suggests a premium valuation reflecting its growth potential rather than a focus on immediate shareholder returns. The company's low debt-to-equity ratio underscores its financial strength, allowing it to invest heavily in research and development and pursue ambitious sustainability goals. 3. United Natural Foods (UNFI) stock has pulled back ~15% this year, although remains firmly higher over the past 12 months, with a gain of more than 70%. The company, a leading distributor of natural, organic, and specialty foods, presents the most challenging investment case with the recent cyber incident causing a sharp pullback in the stock. This could in fact be an opportunity… Unlike Microsoft and Ecolab, United Natural Foods does not offer a dividend, reflecting its current financial constraints. Its low P/E ratio of around 8x suggests a deeply discounted valuation, reflecting the market's skepticism about its turnaround prospects. Recent earnings on July 16 beat expectations, however, and the stock is on the move with an 8% gain immediately off the back.” End quotes. ------------------------------------------------------------- More articles of interest from around the world for ethical and sustainable investors 1. Title: Top 10: Wind Power Companies on energydigital.com. By Jasmin Jessen. 2. Title: Ethical Companies To Invest In 2025 (ECL, MSFT, UNFI) on AskTraders.com. By Analyst Team. 3. Title: The Green Gold Rush: Why Techem's $6.7B Sale Signals a Buying Opportunity on ainvest.com. By Wesley Park. 4. Title: AJ Bell adds Rathbone Ethical Bond to buy list on portfolio-advisor.com. By Christian Mayes. 5. Title: Procter & Gamble Named Top Socially Responsible Dividend Stock on ainvest.com. By Ainvest. 6. Title: 11 Best Halal Dividend Stocks to Buy Now on insidermonkey.com. By Vardah Gill. 7. Title: JPMorgan Picks 3 Top Stocks In Alternative Energy On Heels Of Trump's 'Big Beautiful Bill' - First Solar (NASDAQ:FSLR), Brookfield Renewable (NYSE:BEPC), and HASI (NYSE:HASI) on benzinga.com. By Priya Nigam. ------------------------------------------------------------- Ending Comment These are my top news stories with their stock and fund tips for this podcast, “12 Articles With Great ESG Stock Picks.” Please click the like and subscribe buttons wherever you download or listen to this podcast. That helps bring these podcasts to others like you. And please click the share buttons to share this podcast with your friends and family. Let's promote ethical and sustainable investing as a force for hope and prosperity in these deeply troubled times! Contact me if you have any questions. Thank you for listening. As I mentioned earlier, I'm taking some time off, so I'll talk to you next on August 22nd. Bye for now.   © 2025 Ron Robins, Investing for the Soul

Big Tech earnings are rolling in and Alphabet just dropped a strong quarter, with search and cloud firing on all cylinders. Anthony and Piers unpack why fears of AI eating into Google's ad machine are overblown (for now), and what a mind-bending $85 billion AI spend tells us about the battle for dominance.Meanwhile, Tesla's numbers paint a rougher picture. Revenue down, profits off a cliff, and EV incentives scrapped. But Musk's betting big on robotaxis and he's not alone. The guys break down the race between Tesla, Waymo, and Amazon's Zoox for the future of driverless mobility.Also in this episode: Trump's new Japan trade pact sends Japanese automakers soaring, a look at how the carry trade could backfire on the US, and why meme stocks like Krispy Kreme are suddenly back in the spotlight.(00:00) Intro(03:07) Alphabet Earnings(07:08) Google Cloud & AI(09:26) $85B AI Spend(14:29) Mag 7 Check-In(16:53) Tesla Misses(21:24) Musk's Big Bets(23:20) RoboTaxi Showdown(28:39) Can Tesla Win?(32:38) Trump's Japan Deal(36:54) Carry Trade Risk(40:43) Meme Stocks Return(46:23) WallStreetBets Redux

En el episodio de hoy de VG Daily, Eugenio Garibay y Andre Dos Santos analizan los resultados financieros del segundo trimestre de 2025 de Tesla y Alphabet (Google), destacando sus principales avances y desafíos. Tesla enfrenta riesgos por la expiración de incentivos en EE.UU., y dependencia regulatoria. Mientras tanto, Alphabet muestra un sólido crecimiento del 14% en ingresos, impulsado por su negocio de búsqueda, YouTube y Google Cloud, y mantiene su dominio en búsquedas globales gracias a un crucial acuerdo con Apple.El episodio también profundiza en la competencia con modelos de IA como ChatGPT, que aunque domina el 74.8% del nicho de IA generativa, representa solo el 1.5% de todas las búsquedas web, manteniendo intacto por ahora el liderazgo de Google. Así, se expone una comparación clara entre Tesla, que vive una etapa de alta incertidumbre y riesgo, y Alphabet, que consolida su posición dominante en IA e innovación con un desempeño financiero destacado, ofreciendo una visión integral sobre el futuro de la autonomía y la inteligencia artificial.

Ein Hackathon entfaltet Energie, wenn Teams Grenzen vergessen und gemeinsam Neues wagen: Bei SIGNAL IDUNA entstehen in intensiven 48 Stunden Ideen, die durch Partnerschaften wie mit Google echte Veränderung anstoßen. Zwischen Zeitdruck und Innovationskraft entwickeln Menschen Lösungen, die nicht nur Alltagsprozesse, sondern Unternehmenskultur verändern. Künstliche Intelligenz wird dabei zum Erfahrungsraum für Neugier, Widerstand und Wachstum – nah an der Realität, weit entfernt von schnellen Erfolgsversprechen. Du erfährst... …wie SIGNAL IDUNA Hackathons für innovative Lösungen nutzt …welche Rolle Google Cloud bei der Transformation spielt …wie ein Chatbot den Kundenservice revolutioniert …wie SIGNAL IDUNA eine Kultur der Innovation fördert …welche Herausforderungen bei der Integration von KI bestehen __________________________ ||||| PERSONEN |||||

Google Cloud integrates Self Protocol. Hasu outlines MEV tradeoffs in Glamsterdam EIPs. Safe Research introduces Cosigners. And the Ethereum validator withdrawal queue length approaches three weeks. Read more: https://ethdaily.io/746 Disclaimer: Content is for informational purposes only, not endorsement or investment advice. The accuracy of information is not guaranteed.

Scaling without losing speed is harder than it looks — especially when you're chasing enterprise customers and building an AI-native platform. Lindsey Scrase, Chief Operating Officer of Checkr, Inc., reveals how her customer-first mindset, forged during her tenure at Google Cloud, is driving Checkr's transformation into a core hiring infrastructure platform while scaling AI across operations. With a track record of building high-velocity GTM motions and a strong commitment to second-chance hiring, she explains what it takes to evolve into an AI-native enterprise.Specifically, Lindsey covers:(03:55) Early-stage Google Cloud, then called Google Apps.(06:46) How a culture of wearing multiple hats inspired continuous improvement.(10:40) Early execs need curiosity and first-principles thinking over fixed playbooks.(15:57) A shift from gig-focused roots to strong SMB and mid-market segments.(21:39) Strong leaders think long-term and dive deep into day-to-day details.(27:16) Enterprise growth demands tight alignment across GTM, product and CS.(31:25) AI will become table stakes as true adoption goes beyond branding and hype.(35:25) Generative AI chat boosts CSAT by delivering instant, contextual responses.(41:13) Take bigger swings earlier and don't take things so seriously.(45:01) Direct feedback builds trust and prevents conflict from turning toxic.Resources Mentioned:Lindsey Scrasehttps://www.linkedin.com/in/lindsey-scrase-0702442/Checkr | LinkedInhttps://www.linkedin.com/company/checkr-com/Checkr | Websitehttps://checkr.com/Trueworkhttps://www.truework.com/“Working Backwards” by Bill Carr and Colin Bryarhttps://www.amazon.com/Working-Backwards-Insights-Stories-Secrets/dp/1250267595“The Five Dysfunctions of a Team” by Patrick Lencionihttps://www.amazon.com/Five-Dysfunctions-Team-Leadership-Fable/dp/0787960756This episode is brought to you by:Leverage community-led growth to skyrocket your business. From Grassroots to Greatness by author Lloyed Lobo will help you master 13 game-changing rules from some of the most iconic brands in the world — like Apple, Atlassian, CrossFit, Harley-Davidson, HubSpot, Red Bull and many more — to attract superfans of your own that will propel you to new heights. Grab your copy today at FromGrassrootsToGreatness.comEach year the U.S. and Canadian governments provide more than $20 billion in R&D tax credits and innovation incentives to fund businesses. But the application process is cumbersome, prone to costly audits, and receiving the money can take as long as 16 months. Boast automates this process, enabling companies to get more money faster without the paperwork and audit risk. We don't get paid until you do! Find out if you qualify today at https://Boast.AILaunch Academy is one of the top global tech hubs for international entrepreneurs and a designated organization for Canada's Startup Visa. Since 2012, Launch has worked with more than 6,000 entrepreneurs from over 100 countries, of which 300 have grown their startups to seed and Series A stage and raised over $2 billion in funding. To learn more about Launch's programs or the Canadian Startup Visa, visit https://LaunchAcademy.caContent Allies helps B2B companies build revenue-generating podcasts. We recommend them to any B2B company that is looking to launch or streamline its podcast production. Learn more at https://contentallies.com#Leadership #GTMStrategy #EnterpriseGrowth #Product #Marketing #Innovation #StartUp #GenerativeAI #AI

“You can now connect everything—cloud workloads, offices, data centers, users—on one software-defined network, without the hardware.” — Elizabeth Aris, CEO, Astrotel In this Technology Reseller News podcast, Publisher Doug Green interviews David Klebanov, a leading architect at Alkira, and Elizabeth Aris, CEO of Astrotel, to explore how their partnership is delivering Network Infrastructure as a Service (NIaaS) to global enterprises—without the capital investment or complexity of traditional networking. Born in the Cloud, Built for the AI Era Alkira, founded in 2018, was born with a vision to deliver networking the same way cloud services are consumed: on demand, scalable, and usage-based. The Alkira platform runs entirely in the cloud—across AWS, Azure, and Google Cloud—allowing enterprises to deploy secure, high-performance global networks in hours, not months. “Our platform is the networking and security foundation for today's distributed, cloud-first enterprise,” said Klebanov. “And it's built to support AI workloads and multi-cloud architectures from day one.” Channel-Driven and Globally Deployed Astrotel, based in Sydney, is a service provider and Alkira partner helping customers across the Asia-Pacific region deploy network services in minutes using Alkira's cloud-native platform. Aris emphasized the advantage: no hardware, no CapEx, and up to 60% cost savings. “We're setting up entire global networks using Alkira's software-based cloud exchange points. It's a massive differentiator,” said Aris. “From remote Australia to Hong Kong to London, you just connect your sites to the nearest cloud region—there's no need to negotiate with local telcos or install new gear.” Enterprise-Grade Security and Simplicity The Alkira platform integrates firewall, DNS, DHCP, and other critical services directly into its virtualized architecture. IT teams can manage and secure the network through Alkira's centralized portal—or via REST APIs and Terraform for programmatic deployments. A single control plane manages the entire hybrid network—connecting public cloud workloads, private data centers, branch offices, remote users, and partner networks. This includes secure extranet support for M&A environments, allowing partial segmentation during network convergence. A Win for Carriers, Too Interestingly, carriers are also using Alkira to extend their reach. Aris explained that tier-one telcos are deploying Alkira to serve customers in markets where they lack infrastructure. “Instead of buying wholesale access from foreign providers, they spin up Alkira and deliver services in hours. It's flexible, fast, and operationally simple.” Where to Learn More Visit alkira.com to explore Alkira's cloud-first networking platform. Visit astrotel.io to learn how Astrotel deploys Alkira services across Asia-Pacific. Partner Opportunities: Alkira's 100% channel-focused model is open to partners in the U.S., Canada, and globally who are ready to offer NIaaS and cloud-native connectivity solutions.

For this special edition of TCP Talks, Justin Brodley and Matthew Kohn are joined by Chris Opat, SVP of Cloud Operations at Backblaze, to discuss how the cloud storage innovator is reshaping the industry landscape. From their origins as a consumer backup company to becoming a major player in enterprise cloud storage, Chris shares insights on AI workloads, the true cost of egress fees, and why your data doesn’t have to live in a walled garden. About Backblaze Backblaze started in 2007 with a simple mission: make storage so affordable it’s almost free. The company gained early notoriety for their DIY approach to storage infrastructure, with founders literally bending metal in apartments and conducting “gorilla storage purchasing” raids at Bay Area Best Buys and Fry’s Electronics to build their custom red storage pods. This scrappy, cost-conscious DNA remains central to the company’s identity today. In September 2015, Backblaze made their enterprise pivot with the launch of B2 Cloud Storage, entering the market at one-quarter the cost of Amazon S3. By December of that launch year, they had already attracted over 30,000 users. Today, Backblaze (NASDAQ: BLZE) manages approximately 4.7 exabytes of data across 310,000+ drives, serving over 500,000 customers in 175 countries. What sets Backblaze apart isn’t just their pricing—it’s their philosophy. While hyperscalers have built complex storage tiers with Byzantine billing structures, Backblaze offers one tier of hot storage with transparent, predictable pricing. Their recent push into AI workloads with B2 Overdrive demonstrates their ability to evolve with market demands while maintaining their core value proposition. About Chris Opat Chris Opat joined Backblaze as SVP of Cloud Operations in 2023, bringing over 25 years of experience in building teams and technology at startup and scale-up companies. Before Backblaze, he served as SVP of Platform Engineering and Operations at StackPath, specializing in edge technology and content delivery. His background includes extensive work with private equity portfolio companies, where he honed his skills in rapid transformation and growth. Chris describes himself as someone who thrives in “David vs. Goliath” scenarios, making Backblaze—with its mission to challenge the hyperscaler incumbents—a perfect fit. His passion for building exceptional technical teams and pushing technological boundaries aligns perfectly with Backblaze’s innovative culture. Interview Highlights The David vs. Goliath Mentality 3:15 Chris: “Nothing makes me happier than to watch a customer choose us over the incumbent competitors and have an exceptionally good experience. It’s easy to work for the incumbents and kind of win all the time. It feels so much better when you do it as the upstart that people don’t see coming.” Chris emphasized how Backblaze offers a fundamentally different partner experience compared to hyperscalers. While AWS, Azure, and Google Cloud may provide excellent services, they often lack the personal touch and flexibility that smaller customers need. At Backblaze, customers can directly influence product strategy and speak with decision-makers who shape the company’s direction.

Send us a textJoin us, Stephen Old and Frank Contrepois as we valiantly record the June 2025 news episode of “What's New in Cloud FinOps"; this time, indoors and largely free of wildlife interruptions. In this news-packed update, we tackle the latest cloud cost and optimisation news from AWS, Azure, and Google Cloud.Expect witty repartee as we dissect everything from Azure's flexible memory to Google's enhanced forecasting models, and even the curious case of the disappearing Microsoft Focus 1.2 schema. Along the way, you'll learn about Athena's improved query result management, Dataproc's zero-scale clusters, and the existential dread of forgotten EBS snapshots.Whether you're a FinOps expert, a cloud enthusiast, or simply enjoy hearing two experts try to outdo each other (and occasionally their own tech), this episode is your monthly dose of cloud cost clarity; with a side of British sarcasm. Tune in for news, numbers, and the occasional existential crisis.

Oracle, Microsoft, AWS, and Google Cloud. Oracle is the newest member of that elite club and recently claimed that none of the others can match them in the cloud. This is a timely topic, as business leaders accelerate their move into the cloud to harness AI and innovation.01:00 — Recently Oracle Cloud Infrastructure's President Clay Magouyrk stated that Oracle is the only hyperscaler able to deliver more than 200 cloud and AI services across every deployment model. Google Cloud said it's no longer about the number of services or deployment models—it's about using digital tech to help customers build their futures.02:02 — In the next week or so, I'll be sharing Google Cloud's full point of view and how they believe customers should really be evaluating cloud infrastructure providers. It's a smart and healthy debate—one that gives customers visibility into how these tech giants are evolving. Which are truly keeping up with what customers value most today?02:45 — I give Clay Magouyrk credit for opening this discussion and to Google Cloud for engaging with it meaningfully. I'm leaving the door open for Microsoft and AWS if they'd like to join the conversation. These debates are good for everyone because they help clarify what matters. Visit Cloud Wars for more.

Episode 100, YESSSS! Finally, we managed to get there. For this episode, I invited two Google Cloud VMware Engine (GCVE) product managers to explain what GCVE is all about. We had Dr. Wade Holmes on the show, 84 episodes ago, to introduce GCVE, so it was time to re-introduce GCVE and discuss the current solution, and the benefits it brings with for instance the flexibility in node types, bring your own licensing, disaster recovery, networking, and much more. Ken and Sai had some interesting stories, so make sure to pay close attention!Disclaimer: The thoughts and opinions shared in this podcast are our own/guest(s), and not necessarily those of Broadcom, or Google.

In the latest episode of “Path to Market,” Natasha and Micah are joined by Fanny Talagrand, Head of EMEA sales for startups and SMBs at Stripe to discuss key sales strategies from startups to enterprises. Drawing from her extensive experience in global tech companies like Google Cloud and Stripe, Fanny emphasizes the importance of understanding user needs and journeys, leveraging user feedback, and the different dynamics between selling to startups versus enterprises.She also provides advice for hiring the first sales reps, highlighting the need for candidates to be smart, driven, and coachable. She stresses the significance of onboarding processes and embedding new hires with users early on. Additionally, she explores how to balance product-led growth with enterprise sales and shares metrics to optimize sales performance.Tune in to learn about:how to align sales strategies with the needs and journeys of different types of users;how PLG and enterprise motions can coexist with careful planning and differentiation in user journeys;why as companies grow, including a sales team becomes vital to extend market reach and support users who require more comprehensive solutions;and more practical strategies for founders looking to enhance their sales operations and build successful teams.Here's what's covered:00:00 Introduction to Fannie Talegrand00:46 Fannie's Career Journey03:11 Comparing Sales Strategies at Google Cloud and Stripe09:02 Product-Led vs. Enterprise Motion12:13 Sales Metrics and Funnel Optimization15:14 Differences in Selling to Startups vs. Enterprises22:50 Hiring the Right Sales Leader33:11 Onboarding New Sales Hires38:51 Conclusion and Final Thoughts

In this episode of Hashtag Trending, host Jim Love discusses concerns over the AI-driven stock market rally, with Torsten Slok of Apollo Global Management warning of potential overvaluation akin to the .com bubble. OpenAI shifts part of its ChatGPT infrastructure to Google Cloud, highlighting strains with Microsoft. Broadcom makes controversial changes to VMware's partner program, while Delta investigates AI-driven dynamic pricing models. Finally, a Canadian Internet Registration Authority report reveals rising AI adoption and concerns over misinformation and deep fakes in Canada. 00:00 Introduction and Headlines 00:32 AI Bubble: A Warning from Wall Street 02:45 OpenAI's Surprising Move to Google Cloud 04:56 Broadcom's Controversial Partner Program Changes 06:30 Delta's AI-Driven Pricing Model 08:08 Canadian Internet Insights: AI Adoption and Concerns 10:12 Conclusion and Upcoming Episodes

Microsoft is undergoing a significant restructuring, placing artificial intelligence (AI) at the forefront of its strategy. The company has announced the layoff of approximately 9,000 employees, primarily targeting generalist sales roles, as it shifts towards a model that prioritizes technical expertise over traditional relationship-building in sales. This move is part of a broader initiative to enhance its AI offerings, particularly through its Copilot program, which has seen a 50% increase in funding and a 70% rise in partner incentives. Microsoft aims to eliminate product silos and align its go-to-market strategy with customer priorities, emphasizing the importance of AI integration in sales and service delivery.OpenAI is also making waves by diversifying its cloud infrastructure, now utilizing Google Cloud alongside Microsoft, CoreWeave, and Oracle. This strategic shift comes as OpenAI prepares to introduce new features in its ChatGPT platform, including a checkout function for e-commerce, which will allow users to make purchases directly through the chatbot. The company is positioning itself to compete more directly with Microsoft's Office suite by enhancing productivity tools and integrating e-commerce capabilities, signaling a move from being a model provider to an end-user platform.Amazon Web Services (AWS) has launched a new platform called Amazon Bedrock Agent Core, designed to facilitate collaboration among AI agents across organizations. This platform aims to address concerns about job security in the face of AI advancements, as it allows for the construction of interconnected AI agents capable of performing various tasks. Unlike competitors, AWS's offering is designed to be flexible and support multiple AI frameworks, positioning it as a neutral infrastructure provider in the AI landscape.In a rapid-fire segment, several companies have announced new partnerships and product updates. iRACA has teamed up with TD Cynics to extend its secure access services, while cgen.ai has launched a platform to streamline AI workloads. Nutrien has improved its Document AI software, and Cohesity has integrated its data management platform with Microsoft 365 Copilot, enabling users to leverage backup data for informed decision-making. These developments highlight a trend towards enabling service providers to evolve from mere technical support to delivering measurable business outcomes. Four things to know today 00:00 Microsoft Shakes Up Partner Strategy with AI Funding Boost and Workforce Realignment05:42 OpenAI's Cloud Diversification and Agent Ambitions Could Upend SMB Workflows08:35 AWS Launches AgentCore to Build Networks of Interconnected AI Agents11:15 Aryaka, C-Gen.AI, Nutrient, Cohesity Roll Out Innovations Targeting Business Value This is the Business of Tech.     Supported by:  https://timezest.com/mspradio/  All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech

closely with the U.K. government, which feels it's got a lot of "ball-and-chain technology" hampering the ability of its employees but also governments themselves to move into the future and deliver greater service to their constituents. It is looking to cut expenses via modern technology by up to $50 billion, and it's enlisted Google Cloud's help to do that.01:25 — At the Imperial War Museum, it's undertaken a project to use AI and cloud technologies to preserve 20,000 hours of oral conversations with 8,000 different individuals who took part in various conflicts from World War II up to the present time.02:16 — The Imperial War Museum's Head of Transformation said: if we were doing this manually, it would take 22 years. He said, with the solution that Google Cloud and Capgemini are proposing, it should take about one month.03:00 — The third customer there is Morrisons supermarkets. So, a new offering from Morrisons that they built with Google Cloud, called "Product Finder"—pretty simple concept—but it helps customers find and get to the products they want and need in stores or online almost instantly.04:06 — But I think each touches on this notion that you could say these address efficiency and productivity issues. But they also, by doing so with modern technology, connect directly to new opportunities—right? You want to excite and delight these customers, so they want to come back. They know they had a good experience. They're going to come back. Spend more. Visit Cloud Wars for more.

El 95% de las empresas en España ya utilizan o están implementando inteligencia artificial generativa. En CaixaBank vamos un paso más allá:Gracias a la tecnología de Google Cloud, hemos desarrollado un agente IA en nuestra app que ayuda a los clientes a explorar, comparar y elegir los productos que mejor se adaptan a sus necesidades.Esta iniciativa forma parte de nuestro Plan Estratégico 2025-2027, con un compromiso claro: una IA justa, transparente y responsable. CaixaBank. Tú y yo. Nosotros.

Episode #40 of "Can I get that software in blue?", a podcast by and for people engaged in technology sales. If you are in the technology presales, solution architecture, sales, support or professional services career paths then this show is for you! Today Chad and Steve are talking with Kevin Hanson, co-founder of the new vector database startup Vectroid. Kevin started his career as a Solution Architect but during his tenure at MongoDB he made the transition to Account Executive and is one of the few people to be able to make that career change successfully. He later worked in Partner sales at Google Cloud and then moved into Sales Leadership during his time at Grafana Labs. Kevin is a wonderful story teller and brings a lot of great stories about how he made the transition from SA to AE and how his time as an SA informs his thinking as a sales leader and now co-founder.Our website: https://softwareinblue.com Twitter: https://twitter.com/softwareinblue LinkedIn: https://www.linkedin.com/showcase/softwareinblue Make sure to subscribe or follow us to get notified about our upcoming episodes: Youtube: https://www.youtube.com/channel/UC8qfPUKO_rPmtvuB4nV87rg Apple Podcasts: https://podcasts.apple.com/us/podcast/can-i-get-that-software-in-blue/id1561899125 Spotify: https://open.spotify.com/show/25r9ckggqIv6rGU8ca0WP2

No episódio de hoje do Podcast Canaltech, conversamos com Fernanda Jolo, líder de engenharia em IA no Google Cloud para a América Latina. Ao lado de grandes empresas, ela acompanha de perto os desafios reais da adoção de Inteligência Artificial e compartilha o que funciona de verdade na prática. Na entrevista, Fernanda explica como o Google Cloud ajuda a transformar IA em valor estratégico, fala sobre o papel da IA responsável e destaca casos com impacto social no Brasil e na região. Também olhamos para o futuro: quais tendências devem mudar o jogo nos próximos anos e o que vem por aí nas soluções do Google. Você também vai conferir: Mira Murati lança startup de IA bilionária com apoio da Nvidia, Apple fecha acordo bilionário para produzir ímãs fora da China, iPhone 17 terá recarga rápida até com carregadores genéricos, dona do TikTok prepara óculos de realidade mista para rivalizar com Apple e Meta e Brasil avança em lei para liberar carros autônomos nas ruas. Este podcast foi roteirizado e apresentado por Fernanda Santos e contou com reportagens de Marcelo Fischer, Vinicius Moschen, Bruno Bertonzin e Danielle Cassita. A trilha sonora é de Guilherme Zomer, a edição de Jully Cruz e a arte da capa é de Erick Teixeira.See omnystudio.com/listener for privacy information.

Is generative AI just another tool in the belt, or is it a fundamental transformation of the developer profession? We kick off a two-part special to get to the bottom of how AI is impacting the enterprise. SADA's Associate CTO of AI & ML, Simon Margolis, sits down with Ameer Abbas, Senior Product Manager at Google Cloud, for an insider's look at the future of software development. They cut through the noise to discuss how tools like Gemini Code Assist are moving beyond simple code completion to augment the entire software delivery lifecycle, solving real-world challenges and changing the way we think about productivity, quality, and automation. In this episode, you'll learn: What Gemini Code Assist is and the broad range of developer personas it serves. The critical debate: Is AI augmenting developer skills or automating their jobs? How to leverage AI for practical enterprise challenges like application modernization, improving test coverage, and tackling technical debt. Why the focus is shifting from developer productivity to overall software delivery performance. Ameer's perspective on the future of development careers and why students should lean into AI, not fear it. The limitations of "vibe coding" and the need for intentional, high-quality AI prompting in a corporate environment.   Join us for more content by liking, sharing, and subscribing!

Is learning to create a press release an asset for podcasters? Things to think about if you're going to shut down your podcast, a co-hosted in-person podcast set-up that portable and modern, Podlink is back to its original owner! can you put a PDF in your RSS feed? We clarity gathering all the data for your podcast, we got some great feedback on Libsyn's Multi-user, the Age of Audio documentary, and download stats, mean and median numbers! Audience feedback drives the show. We'd love for you to contact us and keep the conversation going! Email thefeed@libsyn.com, call 412-573-1934 or leave us a message on Speakpipe! We'd love to hear from you!

Is learning to create a press release an asset for podcasters? Things to think about if you're going to shut down your podcast, a co-hosted in-person podcast set-up that portable and modern, Podlink is back to its original owner! can you put a PDF in your RSS feed? We clarity gathering all the data for your podcast, we got some great feedback on Libsyn's Multi-user, the Age of Audio documentary, and download stats, mean and median numbers! Audience feedback drives the show. We'd love for you to contact us and keep the conversation going! Email thefeed@libsyn.com, call 412-573-1934 or leave us a message on Speakpipe! We'd love to hear from you!

Please enjoy this encore of Career Notes. Director of Google Cloud's Office of the CISO, MK Palmore, dedicated much of his life to public service and now brings his experience working for the greater good to the private sector. A graduate of the US Naval Academy, including the Naval Academy Prep School that he calls the most impactful educational experience of his life, MK commissioned into the US Marine Corps following his service academy time. He joined the FBI and that is where he came into the cybersecurity realm. MK is passionate about getting more diversity, equity and inclusion into industry. We thank MK for sharing his story with us. Learn more about your ad choices. Visit megaphone.fm/adchoices

Please enjoy this encore of Career Notes. Director of Google Cloud's Office of the CISO, MK Palmore, dedicated much of his life to public service and now brings his experience working for the greater good to the private sector. A graduate of the US Naval Academy, including the Naval Academy Prep School that he calls the most impactful educational experience of his life, MK commissioned into the US Marine Corps following his service academy time. He joined the FBI and that is where he came into the cybersecurity realm. MK is passionate about getting more diversity, equity and inclusion into industry. We thank MK for sharing his story with us. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of AI Basics, Jason sits down with Yoav Shoham — Stanford professor emeritus and co-founder of AI21 Labs, creators of Jurassic-2, Wordtune, and the new orchestration system Maestro.They unpack:Why enterprise AI struggles with reliabilityWhat orchestration really means (and why LLMs alone aren't enough)The pitfalls of “agent-washing”Small vs large models, agent-to-agent protocols, and where real opportunities lieThis one is for founders building with AI — if you're navigating hallucinations, chasing automation, or exploring multi-agent workflows, this episode is a must.*Timestamps:(0:00) Yoav Shoham joins Jason to discuss AI Basics.(1:05) What AI21 Labs is building — from Jurassic-2 to Maestro(5:49) The overuse and confusion of the seductive term “agent”(8:22) Small models vs large models: what's best for enterprise?(10:53) The verticalization of AI: legal, accounting, and beyond(12:17) The challenge of agent-to-agent communication and shared semantics(17:08) What's overhyped vs underhyped in AI — Yoav's advice for founders*Uncover more valuable insights from AI leaders in Google Cloud's 'Future of AI: Perspectives for Startups' report. https://goo.gle/futureofai*Explore FurtherGoogle Cloud's Report: The Future of AIGet insights from 23 leading experts on how startups can leverage AI for real business impact.

In this special episode, recorded onsite at Aspen Ideas: Health 2025, Mohit Manrao, Senior Vice President and Head of the US Oncology Business Unit at AstraZeneca, sits down with Karen DeSalvo, Chief Health Officer at Google to explore how cutting-edge technology—including AI and Google Cloud—is revolutionizing healthcare. Discover how these advancements are making care more personalized, accessible, and effective. Take a behind-the-scenes look at real-world innovations and learn what the future holds for patients in a world where health meets the power of tech.

Welcome to Holistic Investments, where we explore the future of technology and innovation! In this in-depth interview, we sit down with Sebastian Pfeiffer, Co-Founder and Managing Director of Impossible Cloud Network (ICN), a groundbreaking decentralized cloud platform challenging the dominance of traditional cloud giants like AWS, Google Cloud, and Microsoft Azure. Sebastian takes us through the fascinating origin story of ICN, its mission to decentralize the cloud, and how it leverages a multi-service DePIN (Decentralized Physical Infrastructure Network) to deliver enterprise-grade performance.Discover how ICN is addressing critical issues like digital sovereignty, vendor lock-in, and the growing demand for edge computing in the era of AI and Web3. From its ICNT token mechanics to strategic partnerships with industry leaders like Supermicro and IoTeX, this conversation uncovers why ICN is poised to reshape the $300B+ cloud computing industry. Learn about real-world use cases, regulatory compliance in the Swiss-EU framework, and ICN's vision for a decentralized, scalable, and open cloud ecosystem.************Follow Sebastian Pfeiffer:

In this episode, Jason dives deep into the future of multi-agent systems with Saurabh Tiwary, VP & GM of Cloud AI at Google. They explore how teams of AI agents—not just single models—can collaborate to solve complex problems, helping startups scale faster with fewer resources.Saurabh introduces Google Cloud's open frameworks:Agent Development Kit (ADK) for building flexible, debuggable agentsAgent-to-Agent (A2A) Protocol, now part of the Linux FoundationThe emerging Multi-Agent Collaboration Protocol, enabling AI systems to work across platforms and organizationsThey also discuss:Why AI agents are evolving from task-doers to decision-makersHow multimodal inputs (text, image, video, voice) will supercharge agent capabilitiesWhy openness and interoperability will define the next era of AI infrastructure*Timestamps:(0:00) Jason introduces Saurabh Tiwary, VP & GM of Cloud AI at Google, and sets the stage for a deep dive on autonomous agents.(1:09) What is an AI Agent Today?(2:54) When Will Agents Actually Work?l(6:30) Inside Google's ADK (Agent Development Kit)(8:35l) Agent-to-Agent Protocol & Open AI Standards(11:35 ) Why Human-in-the-Loop Still Matters(13:41) What's Next: Multimodal Agents & Real Startup Use Cases*Google Cloud Report: “The Future of AI: Perspectives for Startups”Free download → https://goo.gle/futureofaiGoogle Cloud Homepagehttps://cloud.google.com/Google Cloud: Agent Development Kit (ADK)https://developers.googleblog.com/en/agent-development-kit-easy-to-build-multi-agent-applications/https://cloud.google.com/vertex-ai/generative-ai/docs/agent-development-kit/quickstartAgent-to-Agent (A2A) Protocol by Googlehttps://developers.googleblog.com/en/a2a-a-new-era-of-agent-interoperability/Linux Foundation: A2A Protocol Overviewhttps://www.linuxfoundation.org/press/linux-foundation-launches-the-agent2agent-protocol-project-to-enable-secure-intelligent-communication-between-ai-agentsGoogle Research: AI Agents & Multi-Agent Systemshttps://research.google/blog/accelerating-scientific-breakthroughs-with-an-ai-co-scientist/https://cloud.google.com/transform/ai-agents-evolving-with-google-agentspaceGoogle's Agentspace https://cloud.google.com/products/agentspace?hl=enGoogle's Vertex AI Agent Builderhttps://cloud.google.com/products/agent-builder?hl=enWatch more AI Basics episodeshttps://thisweekinstartups.com/basics*Follow Saurabh:X: https://x.com/saurktLinkedIn: https://www.linkedin.com/in/saurabh-tiwary/*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis*Follow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.com

(0:00) The Besties welcome Tony Robbins! (0:23) Tony's background and how it led to his career (8:19) Why progress correlates to happiness, state of the younger generation, biochemistry studies (21:53) SSRIs, psychedelics, importance of personal moonshots (31:49) Maintaining focus while managing multiple businesses (36:37) Thoughts on longevity (42:44) Partner shoutouts: Thanks to OKX, Circle, Polymarket, Solana, BVNK, and Google Cloud! Check out OKX: https://www.okx.com Check out Circle: https://www.circle.com Follow the besties: https://x.com/chamath https://x.com/Jason https://x.com/DavidSacks https://x.com/friedberg Follow on X: https://x.com/theallinpod Follow on Instagram: https://www.instagram.com/theallinpod Follow on TikTok: https://www.tiktok.com/@theallinpod Follow on LinkedIn: https://www.linkedin.com/company/allinpod Intro Music Credit: https://rb.gy/tppkzl https://x.com/yung_spielburg Intro Video Credit: https://x.com/TheZachEffect