Tech

Google Cloud and Palo Alto launch $10 billion AI deal

Google Cloud and Palo Alto Networks sign nearly $10 billion AI security deal to enhance protection against cyber threats

Published

2 months ago

December 23, 2025

Harvey Vargas

Google Cloud and Palo Alto Networks sign nearly $10 billion AI security deal to enhance protection against cyber threats

In Short:
– Google Cloud and Palo Alto Networks have partnered on a nearly $10 billion security services deal.
– The multiyear contract will integrate Palo Alto’s security platform with Google Cloud’s AI capabilities.

Alphabet’s Google Cloud and Palo Alto Networks have announced a partnership valued at nearly $10 billion. This agreement marks the largest security services deal for Google Cloud as enterprises increase efforts to protect AI infrastructure amid rising cyber threats.The multiyear contract involves Palo Alto moving key internal workloads to Google Cloud and creating new AI-driven security solutions. While executives refrained from commenting on financial specifics, the deal enhances a relationship formed in 2018.

Research from Palo Alto’s December 2025 State of Cloud Report revealed that 99% of surveyed companies faced at least one attack on their AI infrastructure in the past year. The collaboration aims to integrate Palo Alto’s Prisma AIRS security platform with Google Cloud’s AI capabilities, including Vertex AI and Agent Engine, to enhance protection for AI workloads.

AI Security Demand

Matt Renner, Google Cloud’s chief revenue officer, indicated that the surge in AI has created significant security demand. BJ Jenkins, president at Palo Alto, likened the current threat environment to those seen during the early growth of cloud computing.

The investment will see Palo Alto’s products migrated to Google’s platform, while also funding new AI-focused services. The companies have launched 75 joint integrations, achieving $2 billion in sales via the Google Cloud Marketplace.

The agreement also highlights broader cybersecurity strategies from both firms. Google is pursuing a $32 billion acquisition of Wiz, awaiting regulatory approval. Meanwhile, Palo Alto has plans to acquire observability platform Chronosphere for $3.35 billion.

Renner noted that this collaboration positions Google Cloud advantageously as AI continues to reshape the competitive landscape against rivals like Amazon and Microsoft. Furthermore, Palo Alto CEO Nikesh Arora’s previous experience at Google enhances the partnership’s potential.

Tech

OpenAI and Anthropic launch faster, smarter AI tools for enterprise coding

OpenAI and Anthropic launch advanced coding models, revolutionizing enterprise software development and intensifying the AI tooling competition.

Published

3 days ago

February 6, 2026

Harvey Vargas

OpenAI and Anthropic launch advanced coding models, revolutionising enterprise software development and intensifying the AI tooling competition.

OpenAI and Anthropic have unveiled powerful new AI coding models aimed at transforming enterprise software development. GPT-5.3 Codex operates 25% faster than its predecessor, tackling complex tasks and following real-time directions without losing context.

Claude Opus 4.6 introduces ‘agent teams’, allowing multiple AI agents to work on tasks simultaneously. The update also includes a one-million-token context window, enabling large volumes of text and code to be processed in a single prompt.

GitHub now supports multiple coding agents, letting developers compare AI approaches on the same problems. Both OpenAI and Anthropic are pushing for enterprise adoption, highlighting the potential for professional applications across industries.

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#AI #MachineLearning #TechNews #EnterpriseTech #OpenAI #Anthropic #SoftwareDevelopment #Coding

Tech

Nvidia and Amazon explore massive OpenAI funding round

Nvidia CEO downplays $100B OpenAI investment, as Amazon eyes $50B stake in AI startup

Published

1 week ago

February 2, 2026

Harvey Vargas

Nvidia CEO downplays $100B OpenAI investment, as Amazon eyes $50B stake in AI startup

In Short:
– OpenAI aims to raise up to $100 billion, with Amazon considering a $50 billion investment.
– Funding will support Project Stargate and address projected losses of $14 billion by 2026.

Nvidia’s CEO has confirmed the company will participate in a major funding round for OpenAI, though the previously mentioned $100 billion commitment is not final.

This investment comes as OpenAI seeks to raise up to $100 billion, potentially valuing the AI startup at around $830 billion. Amazon is also reportedly in discussions to contribute up to $50 billion.

The funding is intended to support OpenAI’s ambitious $500 billion Project Stargate, aimed at pushing the boundaries of artificial intelligence.

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News

Big Tech earnings spark investor unease over AI spending

Investors monitor Big Tech’s AI investments, with Meta thriving while Microsoft and Tesla face uncertainty over growth and returns.

Published

1 week ago

January 30, 2026

Harvey Vargas

Investors monitor Big Tech’s AI investments, with Meta thriving while Microsoft and Tesla face uncertainty over growth and returns.

Investors are reacting sharply to Big Tech earnings this week, sending a clear signal that massive spending must translate into real growth. Markets are becoming less forgiving as companies pour billions into artificial intelligence, data centres and future tech while returns remain uncertain.

Meta has delivered a standout performance, posting a 24 percent jump in revenue for the December quarter, fuelled by AI-powered advertising. The company is doubling down on its strategy, with aggressive investment in AI and infrastructure expected to drive a further 33 percent growth this quarter.

Microsoft and Tesla tell a more cautious story. Microsoft reported only modest growth in its Azure cloud business, raising questions about its exposure to OpenAI, while Tesla plans to double spending on AI and autonomous driving. Analysts warn of a widening gap between bold AI ambitions and what investors expect in returns.

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