Epoch AI: Google controls ~25% of global AI compute, with ~3.8M TPUs and 1.3M GPUs; Google Cloud CEO Thomas Kurian says demand and revenue justify the spend (Stephen Morris/Financial Times)

Stephen Morris / Financial Times: Epoch AI: Google controls ~25% of global AI compute, with ~3.8M TPUs and 1.3M GPUs; Google Cloud CEO Thomas Kurian says demand and revenue justify the spend — Thomas Kurian, Google Cloud's CEO, says its AI chips and models can help the data centre business gain ground

Internal memo: OpenAI Chief Revenue Officer says Anthropic is 'grossing up rev share with Amazon and Google' and overstating its 'run rate by roughly $8B' (Hayden Field/The Verge)
TSMC CEO C.C. Wei says TSMC checked with customers about AI demand and was reassured that it was still strong amid the Iran war, as it raises revenue forecasts (Wall Street Journal)
Sources: Jeff Bezos' Project Prometheus is close to a 10B fundraising deal, which includes an initial 6.2B raise in November, at a $38B post-money valuation (Financial Times)
Google Cloud and Wiz debut new AI security agents at Next '26, including Threat Hunting and Detection Engineering agents, to combat automated zero-day exploits (Frederic Lardinois/The New Stack)
Memo: OpenAI Chief Revenue Officer Denise Dresser says OpenAI's Microsoft deal 'limited our ability' to reach clients using Bedrock and touts its Amazon deal (Ashley Capoot/CNBC)

Source: Techmeme | 2026-04-26

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