October 29, 2026 —
Google Cloud grows 103%, while Alphabet's cash flow turns negative
Google's AI demand is turning into substantial revenue, but the infrastructure bill is arriving too. Today's numbers show what that expansion costs; new releases from Google, OpenAI and GitHub show where the next wave of work may happen.
Google Cloud grows 103%, while Alphabet's cash flow turns negative
Alphabet reported quarterly revenue of $127.6 billion, up 25%, with Google Cloud contributing $30.7 billion after 103% growth. Enterprise AI infrastructure, AI solutions and core computing all contributed; specialized systems sales also matter, so the headline cannot be read as recurring model revenue alone.
Reuters reported negative free cash flow of $9.07 billion as infrastructure spending expanded. That does not establish that each AI transaction loses money: investment cash leaves before an asset's lifetime returns arrive. It does put capacity, utilization and the durability of demand at the center of Google's AI growth story.
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Gemini 4 Carbon launches, but most developers must wait
Google announced Gemini 4 Carbon with stronger engineering and cybersecurity claims, initially limiting access to selected defenders and trusted partners. Expansion through the Fairwind Program is planned; broad developer and consumer availability has no firm date in the announcement.
Azure grows 48% under Microsoft's new reporting map
Microsoft's fiscal 2027 first quarter produced $92.3 billion in revenue, up 19%, and $45.9 billion in operating income. Azure grew 48%, while the broader Microsoft Cloud reached $63.9 billion. The quarter ended September 30, 2026.
Dot reaches iMessage and RCS in a limited US beta
OpenAI is rolling out texting for Dot to eligible US ChatGPT Pro users. Messages, photos and voice notes can steer ongoing work, and Dot can send proactive updates. Approval requests still return users to ChatGPT.
GitHub gives Copilot a larger workspace for unfinished work
At Universe, GitHub connected Copilot projects, model orchestration and cloud sessions around completed software work. Projects are in public preview and collect context, agents and results across related work; the Copilot app itself predates this event.
Ollama's macOS fix is a release candidate, not a stable promise
Ollama v0.40.13-rc1 follows LFM3 compatibility work and a llama.cpp update, adding a temporary workaround for Metal-library compilation on older macOS. The release sequence also includes speech support.
Gemini Robotics ER 2 reaches Google Cloud public preview
Google brought ER 2's high-level robot reasoning to enterprise public preview on Google Cloud. The model already launched in July; this update changes access and operations rather than introducing an entirely new robot model.
Replit lets nontechnical teams propose company code changes
Replit Cloud Agents let employees describe changes, inspect running previews and submit GitHub or GitLab pull requests. Agents can attach browser tests and visual evidence; engineers retain review and shipping decisions. Announced Pro and Enterprise access may vary by workspace setup.
Anthropic reports five exploit chains—with different consequences
Anthropic says an unreleased Claude research model built chains affecting Chrome, Safari, Android, Windows and Linux. Outcomes ranged from information exposure and denial of service to code execution under specific conditions; they were not five equivalent device takeovers. The company says fixes followed coordinated disclosure.