During Alphabet's earnings call—Alphabet being Google's parent company—CEO Sundar Pichai disclosed that Google has secured its position as Apple's preferred cloud service provider. Additionally, he revealed that Apple is utilizing Google's Gemini technology to craft its next-generation Apple Foundation model. Google also announced that its capital expenditures are projected to range between $175 billion and $185 billion by 2026. This substantial investment is aimed at bolstering the development of DeepMind models and catering to the escalating demands of cloud customers. Despite the expansion in production capacity, the availability of computing power continues to be a constrained resource.

In the fourth quarter of 2025, Google's performance surpassed expectations, marking a significant milestone with annual revenue exceeding $400 billion for the first time. Notably, its cloud business exhibited remarkable growth. Furthermore, Pichai debunked the myth that 'AI will disrupt SaaS (Software as a Service).' He emphasized that Gemini is rapidly emerging as the AI engine of choice for software companies, having already been embraced by a multitude of SaaS firms.