RT Token Terminal 📊 (@tokenterminal)Token Terminal x Google Cloud Web3Over the past year, we've worked closely with @googlecloud to improve the scalability & usability of @solana’s public data on BigQuery.Today, we’re announcing the first release of major upgrades to the Solana Community dataset. 🧵👇 https://t.co/7zffjphE8v ...

RT ᴅᴇᴠᴀɴ (@mitchem)Google Web3 "just dropped a repo"Major upgrade to Solana BigQuery community datasets.Harder. Better. Faster. Stronger.Daily partitions. Clustering. Solana program Decoding.What else? Daily public datasets for Pump, Jupiter, Raydium, Orca, and MarinadeLive code & details in the 🧵below ... ...

Alphabet Inc.’s (NASDAQ:GOOGL) (NASDAQ:GOOG) Google Cloud announced Tuesday it has made Nutanix, Inc.’s (NASDAQ:NTNX) Cloud Clusters platform generally available.The launch expands hybrid-cloud options for enterprises seeking to modernize critical applications without rebuilding existing workloads.Nutanix said organizations can now run Nutanix Cloud Clusters, or NC2, directly on Google Compute Engine as part of a long-term collaboration between the two companies.Also Read: Google Faces EU Antitrust Probe On ...

Core Insights - Replet is emerging as a significant player in the AI coding space, valued at $3 billion, enabling non-software engineers to create applications through AI assistance [1] - The partnership with Google Cloud is broadening Replet's reach, allowing various departments within organizations to develop internal tools [2] - Replet integrates with major data platforms like BigQuery, Databricks, and Snowflake, promoting a culture where everyone in an organization can engage in programming [3] Company Overview - Replet differentiates itself from competitors by having a strong partnership with Google Cloud, focusing on providing first-party products rather than just optionality [4] - The current strategic move towards enterprise-level AI coding reflects a growing trend in the industry, although Replet is not seeking additional capital at this time [4]

Alphabet could become the world's valuable company by the end of 2026.Nvidia (NVDA +2.17%) is currently the world's largest company with a market cap nearing $4.4 trillion, followed by Apple (AAPL 1.50%) at around $4.2 billion, as of this writing. However, I think Alphabet (GOOGL 0.73%) (GOOG 0.83%) will take the top spot by the end of 2026.Alphabet is currently the world's third-largest company with a market cap of around $3.9 trillion, just ahead of Microsoft (MSFT +0.23%) at $3.6 trillion. They are the o ...

Core Insights - Snowflake's AI Data Cloud is a significant driver for its positioning as enterprises modernize their data and AI environments, integrating analytics, data engineering, and AI into a single platform [1] - The adoption of unified data foundations is increasing as enterprises seek to support both analytical and AI workloads, with AI influencing customer onboarding [2] - The Zacks Consensus Estimate for Snowflake's fiscal third quarter product revenue is projected at $1.09 billion, reflecting a 21% increase year-over-year, indicating strong expectations for continued platform consumption [3] Adoption Trends - Enterprises are transitioning from experimental AI projects to operational use cases across various sectors, including healthcare and financial services [3] - Features like Cortex AI and Snowflake Intelligence enable users to utilize foundation models and natural-language interfaces while keeping sensitive data secure [2] Competitive Landscape - Snowflake faces intense competition from Alphabet and Microsoft, both of which are enhancing their unified data-AI platforms, potentially reducing the need for independent platforms like Snowflake [5] - Alphabet integrates BigQuery and Vertex AI into a single workflow, while Microsoft offers Azure's Fabric architecture, unifying data engineering, analytics, and AI services [5] Financial Performance - Snowflake shares have increased by 74.7% year-to-date, outperforming the broader Zacks Computer & Technology sector and the Zacks Internet Software industry [6] - The stock is trading at a premium with a forward 12-month Price/Sales ratio of 16.91X compared to the industry's 4.99X, indicating a high valuation [10] Earnings Estimates - The consensus estimate for Snowflake's fiscal 2026 earnings is $1.17 per share, representing a 40.96% year-over-year increase [12]

Hedera has been added to Google BigQuery public datasets, allowing devs and enterprises to access and analyze its full transaction history alongside other major chains.This open-source integration supports cross-chain research, DeFi analytics, and enterprise applications while ensuring transparency and ongoing updates.Source: Hedera Foundation ...

Summary of Cloud Computing Industry and Key Companies Industry Overview - The global cloud computing market is highly concentrated, dominated by Amazon, Microsoft, Google, Alibaba, and Huawei, which together hold over 80% market share [1][4] - The market structure for 2024 is expected to remain consistent with 2023, with leading cloud providers investing heavily in intelligent cloud computing, including large models and AI chips [1][4] Key Companies and Market Shares - Alibaba leads the domestic market in infrastructure and intelligent cloud computing, with a market share of 35.8% in the first half of 2025 [1][4] - Volcano Engine is rapidly catching up with a 14.8% market share and is projected to have a compound annual growth rate (CAGR) exceeding 40% by 2030 [1][4] Revenue Models and Product Offerings - Amazon primarily offers IaaS products, with 85% of its revenue coming from ECR and S3 services [5][6] - Microsoft focuses on SaaS products, contributing approximately 52% of its cloud revenue, with Office 365 and Dynamic 365 being significant revenue sources [5][6] - Google centers its offerings around PaaS products, including BigQuery and TensorFlow [5][6] AI and Infrastructure Developments - All four major cloud providers possess supercomputing clusters and are significant customers of Nvidia, with self-developed AI chips [7] - They offer comprehensive AI development platforms, each with unique applications, such as Microsoft's 365 Copilot and Google's Gemini series [7][8] Growth Trends and Financial Performance - Prior to 2022, revenue growth for the four major cloud providers was slowing, but it stabilized and began to rise due to the influence of large models [10] - For instance, Microsoft's AI services contributed 16 percentage points to overall growth in Q2 2025, while Alibaba's AI-related business has maintained triple-digit growth for eight consecutive quarters [10][11] Order Backlogs and Future Projections - Amazon's AI-related business growth rate exceeded 100% in Q2 2025, with significant order backlogs reported: Alibaba at $368 billion and Google at $106 billion [11] - The shift in focus from training to inference in large model technology is expected to dominate the market, with inference loads projected to reach 72% of domestic intelligent computing by 2027 [14] Capital Expenditure and Investment Strategies - Amazon's capital expenditure for 2025 is projected to exceed $100 billion, while Microsoft and Google are also increasing their investments significantly [12][13] - Alibaba plans to invest 380 billion yuan in AI infrastructure over the next three years, with a goal to enhance global data center energy consumption [13] Future Opportunities and Recommendations - Opportunities in the cloud computing industry are expected to shift towards PaaS and SaaS layers, with a focus on AI solutions across various industries [15] - The AI sector is seen as a critical growth driver for the entire computing industry, prompting major companies to increase capital expenditures for high-performance infrastructure [16]

Core Insights - Alphabet is emerging as a significant beneficiary of the AI wave, enhancing its competitive advantage rather than diminishing it [1] - The integration of AI into Google Search has led to increased queries and ad revenue, reinforcing Alphabet's dominance in the search market [2] - Alphabet's extensive control over internet access through Android, Chrome, and partnerships solidifies its durable market position [3] AI Integration and Revenue Growth - The introduction of features like AI Overviews and AI Mode is converting user reach into higher-value traffic, positively impacting search revenue growth [4] - Google Cloud revenue surged by 32% to $13.6 billion, with operating income more than doubling to $2.8 billion, prompting a $10 billion increase in the 2025 capex budget [5] Cloud Computing and AI Positioning - Google Cloud is positioned well within the AI boom, offering a comprehensive stack with Gemini models and TPUs, which provide a cost and performance advantage [6][8] - The development of Kubernetes and the upcoming Wiz acquisition enhance Google Cloud's capabilities, making it more competitive [7] Future Growth Opportunities - Alphabet's Waymo robotaxi service is expanding into major markets, presenting a potential new revenue stream if per-ride costs can be reduced [9] - The Willow quantum computing chip is showing promise with lower error rates, indicating potential leadership in future quantum computing applications [10] Investment Perspective - Despite positive developments, Alphabet's stock trades at a forward P/E ratio of around 23 times projected 2026 earnings, which is lower than its mega-cap AI peers [11] - Alphabet is identified as a compelling growth stock for investors seeking exposure to a dominant player in the AI sector [12]

Core Insights - Gap Inc has formed a multi-year partnership with Google Cloud to leverage AI technologies for retail transformation [1][2] - The collaboration aims to enhance product innovation, customer experience, and employee empowerment through AI tools [2][3] Group 1: Partnership and Technology - The alliance will provide Gap Inc with a unified AI platform utilizing Google Cloud technologies such as Gemini, Vertex AI, and BigQuery [1] - The platform is designed to expedite a "human-centred digitally enabled technology strategy" across Gap's brands, including Old Navy, Gap, Banana Republic, and Athleta [1][4] Group 2: Product Innovation and Customer Experience - The partnership is expected to accelerate product innovation by streamlining design, planning, and pricing processes, thereby increasing efficiency from concept to shelf [2] - Improvements in customer experience are anticipated through hyper-personalized shopping, smarter recommendations, and seamless consumer engagement [2] Group 3: Employee Empowerment - AI will be utilized to transform decision-making and task execution for teams and service agents, enhancing agility and responsiveness within the company [3] - The collaboration builds on existing work with Google on advertising, optimizing ad placements and campaigns as part of an omnichannel strategy [3] Group 4: Financial Performance - In Q2 of fiscal 2025, Gap Inc reported net sales of $3.7 billion, remaining flat year-on-year, with online sales increasing by 3% and accounting for 34% of total net sales [5]