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Public story · 2026-03-01 · source-backed
Google moved Intrinsic from Alphabet's "Other Bets" into the core company, integrating with DeepMind and Google Cloud. CEO Pichai calls Flowstate the "Android of robotics" — a web-based platform for building robotic applications without deep robotics expertise. Partners include FANUC, Universal Robots, and KUKA. McKinsey projects a $370B general-purpose robotics market by 2040.
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The pilot puts evaluation inside Confidential Space on Google Cloud's Confidential Computing so Gemini Flash Lite's weights stay private from evaluators while evaluator prompts stay private from Google (DeepMind). Partners are the Singapore AI Safety Institute, OpenMined, AVER...
- Source: IT Pro - Date: 2026-02-04 Google Cloud revenue hit $17.7B (up 48% YoY), 2026 CapEx planned at $175-185B. Announced "Universal Commerce Protocol" for agentic shopping. Google is quietly building the largest AI distribution moat through Android/Chrome/Search integration.
Five months ago, Anthropic was running at $9B annualized. Today it's $30B. CNBC named them #1 on the 2026 Disruptor 50, above OpenAI for the first time. The numbers from Daniela Amodei's interview are hard to process. $1B run rate in December 2024. $9B end of 2025. $14B Februa...
In its Q3 FY2026 earnings ($82.9B revenue, +18%), Microsoft disclosed something more important than the revenue number: a structural shift in how software gets sold. The company's AI business crossed $37B annual run rate, up 123% year-over-year. But the real signal is the pric...
Google added K3 to Vertex Model Garden deployable on Nvidia Blackwell-based A4 and A4X VMs, announced days after OSTP director Michael Kratsios publicly accused Moonshot of large-scale distillation from Anthropic's models. Moonshot's open-weight license requires commercial clo...
DeepMind's commitment is denominated in tokens and cloud credits rather than cash, an in-kind structure that keeps the spend on Google infrastructure (DeepMind). OpenAI published its own commitment with the Department of Energy and the national labs the same week (OpenAI). Fed...
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