Alphabet's Google Cloud Revenue Doubles to $30.7B

Key Takeaways

• <ul><li>Alphabet Q3 revenue hit $127.6 billion, up 25% YoY, with Google Cloud doubling to $30.7 billion</li><li>Alphabet net profit fell 25% to $26.2 billion due to rising AI costs and valuation losses</li><li>Free cash flow turned negative at negative $9 billion over heavy AI spending</li><li>Oracle partnered with OpenAI to launch an AI security mesh for faster vulnerability fixes</li><li>Info Edge AI recruitment products reached Rs 240 crore annualized revenue run rate</li><li>Michael Burry warned the AI boom is catastrophically vulnerable following Anthropic's IPO filing</li><li>Mistral's Le Chonk model matches or beats DeepSeek and Z.ai in coding and cybersecurity</li><li>Researchers demonstrated hardware attacks on Nvidia chips that can alter chatbot responses</li><li>Amazon now has over one million robots in its fulfillment network</li><li>Morgan Stanley found two-thirds of institutional investors now treat responsible AI as sustainable investing</li></ul>

Alphabet revenue jumps 25 percent as AI costs bite profits

Alphabet reported third quarter revenue of $127.6 billion, up 25 percent from a year earlier. Google Cloud revenue more than doubled to $30.7 billion. However net profit fell 25 percent to $26.1 billion due to higher AI spending and investment valuation losses. Free cash flow turned negative at negative $9 billion. Shares fell more than 9 percent after hours.

Google owner Alphabet sees profit drop as AI spending rises

Alphabet maintained strong revenue growth in the third quarter with sales up 25 percent year on year to $127.6 billion. Google Cloud turnover doubled during the period. Operating profit rose 30 percent to $40.6 billion with a 32 percent margin. Net profit declined to $26.2 billion from $35.0 billion a year ago because of higher AI investment costs and valuation losses.

Alphabet results show investor caution over AI spending

Alphabet reported third quarter results that missed Wall Street forecasts for revenue and earnings. Shares fell more than 11 percent as investors reviewed its large AI infrastructure investments. Revenue rose 25 percent to $127.6 billion and operating income rose 30 percent. Net income declined 25 percent to $26.2 billion. Free cash flow turned more negative due to heavy spending on cloud and AI capacity.

Google says AI investments are boosting search activity

Google reported that its AI investments are increasing search query growth. CEO Sundar Pichai said the year over year query growth rate is the highest in five years. Alphabet revenue for the quarter reached $127.6 billion, up 25 percent. Google Search and other revenue rose 12 percent, while Google Cloud revenue jumped 103 percent to $30.7 billion. The company also passed 150 million YouTube Music and Premium subscribers.

Oracle launches Deep Trust AI Architecture for businesses

Oracle introduced its Deep Trust AI Architecture, a framework for managing security and privacy in enterprise AI systems. The design embeds controls across four layers including software platform, data, data access and application development. It uses Autonomous AI Database, Oracle Deep Data Security and Deep NL2SQL to protect data and enforce business rules. The system is available on major hyperscaler clouds and Oracle Cloud@Customer.

Oracle and OpenAI launch AI security mesh to fix vulnerabilities

Oracle launched Oracle AI Security Mesh with OpenAI to help organizations find and fix security weaknesses faster. The system combines OpenAI cyber models with Oracle testing tools and customer system data. It works across on-premises, Oracle Cloud, and other cloud environments. The product includes biometric verification through OCI Identity Assurance and zero trust network routing. Customers must approve all remediation changes before they are applied.

Brokerages bullish on Info Edge as AI products drive growth

Brokerages including BofA Securities, Citi, Goldman Sachs, and Kotak Securities all maintain Buy ratings on Info Edge. AI-led recruitment products have reached an annualized revenue run rate of Rs 240 crore. Q2 consolidated net profit rose 7.6 percent sequentially to Rs 480 crore. Three of four brokerages raised their target prices. The upcoming CEO transition from Hitesh Oberoi to Sanjeev Bikhchandani is a key monitorable.

Info Edge recruitment billings grow 12.6 percent on AI demand

Info Edge reported a 12.6 percent year on year increase in recruitment billings to Rs 613.8 crore in Q2 FY27. AI and data products now generate Rs 240 crore in annualized revenue and account for a high single-digit share of recruitment revenue. The 99acres platform saw billings rise 21.2 percent to Rs 148.3 crore. Shiksha billings declined 27.2 percent to Rs 20.5 crore. Overall standalone billings grew 12.8 percent to Rs 822.3 crore.

Sales team turns $40,000 investment into $140 million pipeline

The Millennium Alliance, led by co-founder Alex Sobol, connects AI vendors with enterprise leaders. The organization turned a $40,000 investment into $140 million in pipeline revenue. It arranges meetings between executives and technology partners based on specific needs. Partners like OpenText have praised the group for facilitating direct access to decision makers. The team commits to a set number of meetings and follows up to build lasting relationships.

Michael Burry warns AI boom is catastrophically vulnerable

Investor Michael Burry called the AI boom catastrophically vulnerable following Anthropic's IPO filing. He warned that interconnected financing arrangements and massive computing commitments leave the industry exposed to growth slowdowns. Burry previously gained fame for predicting the 2008 financial crisis in The Big Short. His concerns highlight risks tied to the heavy capital requirements of AI companies. The warning comes as AI firms face scrutiny over their financial sustainability.

Mistral AI model Le Chonk outperforms top Chinese models

Mistral, a French AI lab, released a new model called Le Chonk. The company says it matches or beats Chinese models from DeepSeek and Z.ai in coding and cybersecurity. This shows Western AI can compete with Chinese AI. The announcement has raised interest and questions about government funding in AI research.

Dageno launches free tool to map AI search links

Dageno launched a free tool called Brand Explorer on October 29, 2026. It maps AI search links to brands, products, competitors, and sources. The tool was announced from New York, NY. It helps users understand how AI search results connect to different brands and products.

Researchers hack AI hardware to alter chatbot answers

Researchers from Eclypsium showed that hacking AI hardware can change chatbot responses. The attack took less than a minute and was hard to detect. In tests, it made a chatbot downplay chest pain or increase the chance of a Chinese invasion of Taiwan. The attack targets chips, memory, and servers, not the AI software itself. Nvidia chips were used in the test, but the method could work on other hardware too. Nvidia and other companies say protections are available.

Morgan Stanley survey shows investors back responsible AI

A 2026 Morgan Stanley survey of 900 institutional investors found that two-thirds now treat responsible AI as part of sustainable investing. About 94% include responsible AI in existing themes like climate adaptation. Europe leads with 72% adoption compared to 59% in North America. Over 80% of investors plan to increase sustainable allocations in the next two years. Board oversight and ethical AI policies are the top priorities for investors focusing on AI.

Amazon reaches one million robots in its warehouses

Amazon now has over one million robots working in its fulfillment network. The company expects robots to handle repetitive tasks, lower delivery costs, and speed up shipping. CEO Andy Jassy said many human jobs in fulfillment centers will be replaced by robots over time. Amazon also plans to use robots for the last hundred yards of delivery. The company expects about $220 billion in capital spending this year and more in 2027, driven by AI investments.

Sources

• Alphabet’s Revenue Rises 25% as Profit Falls
• Google net profit falls in Q3 as AI costs mounts
• Google Parent Alphabet’s Third-Quarter Results Underscore Investor Caution Over AI Strategy Despite Str...
• Google says its investments in AI are driving more searches
• Oracle unveils Deep Trust AI Architecture for enterprises
• Oracle launches AI security mesh with OpenAI to fix flaws
• Info Edge Q4 Review: Brokerages Stay Bullish, See AI Products Driving Growth; Check Target Price, Potential Upside
• Info Edge’s recruitment billings grow 12.6% as AI products generate Rs 240 crore annualised revenue
• This Sales Team Turned a $40,000 Investment Into $140 Million in Pipeline
• Michael Burry calls AI boom 'catastrophically vulnerable' after Anthropic filing
• Mistral Says Its AI Model ‘Le Chonk’ Has Leapfrogged China in the Open-Weight Race
• Dageno Launches Free Brand Explorer To Map AI Search Links To Brands, Products, Competitors, And Sources
• Researchers show AI hardware can be hacked to make chatbots give dangerous answers
• Two-Thirds of Investors Weigh Responsible AI: Morgan Stanley Survey
• Amazon Puts a Million Robots Behind Its AI Ambitions