Google Cloud is seeing a resurgence driven by Gemini AI, with Q4 revenue rising 48% to $17.7 billion. The division’s revenue backlog reached $240 billion, supported by AI customers who utilize nearly twice as many products as non-AI users. At this week’s Cloud Next event, the company is focusing on helping enterprises develop AI agents.
To remain competitive against OpenAI and Anthropic, Google has reportedly established a "strike team" to bolster its agentic coding offerings. The company is adopting a pragmatic tone, focusing on technical bottlenecks. Read the full story at Fortune (subscription).
Source · Fortune
