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Google Cloud Next, Day 1 recap

Everything you need to know

👋 Good morning/evening (wherever you are). It’s Wednesday.

Google Cloud Next stole the show. Day 1 was busy, get the full rundown here.

As Sundar said, we’re investing in the full stack of AI innovation — from infrastructure, to research, to models, to platforms. "One year ago, we stood here and talked about the future of AI for organizations. Today, that future is being built by all of us,” he said. Put simply: the opportunity with AI is as big as it gets. In fact, we’ve counted more than 600 use cases from massive brands, forward-thinking entrepreneurs, and major institutions all over the world, including Intuit, Verizon, and many more.

OK let’s keep going ↓

Here’s what you should know:

The numbers:

  • Alphabet reaffirms planned $75 billion capital spending this year to build out data center capacity, doubling down on its generative AI bet

  • a16z seeks to raise $20 billion megafund amid global interest in US AI startups

  • Hawk, an AI anti-money laundering (AML) company, raised a $57M Series C led by One Peak

  • Aurascape, an AI security company, raised a $50M round led by Mayfield Fund and Menlo Ventures

Thought starters:

Meme of the day:

Thanks for reading,

Eddie

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