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#NASDAQ:GOOG

Alphabet Inc. (NASDAQ: GOOG, GOOGL) will hold its quarterly conference call to discuss first quarter 2025 financial results on Thursday, April 24, at 1:30pm Pacific Time (4:30pm Eastern Time).
NVIDIA and Google Cloud Partner to Bring Agentic AI On-Premises for Enterprises

NVIDIA announced a collaboration with Google Cloud to make Google’s Gemini AI models available on premises through Google Distributed Cloud, powered by NVIDIA’s Blackwell HGX and DGX platforms with Confidential Computing. This move brings secure, high-performance agentic AI reasoning to enterprises that need to comply with strict data privacy and sovereignty requirements.

With NVIDIA Confidential Computing, enterprises can protect both sensitive user prompts and fine-tuning data, ensuring they are not accessible or alterable. At the same time, model providers can prevent unauthorized tampering, creating a dual-layer security solution.

Agentic AI, which enables systems to autonomously reason and adapt in dynamic environments, is reshaping industries. Examples include IT support systems that not only identify issues but also resolve them, and financial systems that autonomously respond to fraud risks in real time.

Until now, strict security constraints kept many organizations from using such powerful models on premises. The integration of Gemini models with the NVIDIA Blackwell platform addresses that gap, offering a breakthrough in both performance and compliance.

NVIDIA and Google Cloud are also enhancing deployment observability and scalability through tools like the new GKE Inference Gateway and NVIDIA NeMo Guardrails. Further, NVIDIA Dynamo will soon offer better oversight for agentic AI workloads across distributed environments.

Learn more by exploring sessions and demos from NVIDIA at Google Cloud Next 2025.
Intuit Teams Up with Google Cloud to Streamline Tax Prep for TurboTax Users Using AI

At Google Cloud Next '25 in Las Vegas, Intuit announced a new partnership with Google Cloud aimed at simplifying tax preparation for millions of TurboTax users this tax season. Leveraging Google Cloud’s Document AI and Gemini models, Intuit is expanding its done-for-you autofill capabilities for the ten most common tax forms, including complex 1099 and 1040 schedules.

Intuit’s Generative AI Operating System (GenOS) integrates Google’s AI technology with its own financial language models and proprietary tax engine to reduce manual data entry, boost accuracy, and improve the user experience. The update enhances the platform’s ability to handle forms like 1099-B for investments and crypto, automatically extracting and populating data from various document formats.

Intuit CTO Alex Balazs highlighted the collaboration’s success in delivering on TurboTax’s promise of simplifying tax filing. Google Cloud CEO Thomas Kurian emphasized the real-world impact of AI, noting how it helps make tax filing more accessible and less prone to error.

This AI-driven integration builds on TurboTax’s ability to support self-filers and those seeking assistance through TurboTax Live services, while maintaining seamless experiences across Intuit products such as Credit Karma and QuickBooks.

For more information, visit [intuit.com](https://www.intuit.com).
Accenture Federal Services and Google Launch AI-Powered Cybersecurity Solution for U.S. Government Agencies

Accenture Federal Services introduced a new AI-powered Managed Extended Detection and Response (MxDR) solution for government, developed in partnership with Google Public Sector. Unveiled at Google Cloud Next 2025, this solution integrates Google Security Operations (SecOps) with Accenture’s federal cybersecurity frameworks, providing real-time threat detection, intuitive analysis tools, and automated response capabilities tailored to federal needs.

The solution utilizes generative AI to simplify security investigations, reduce response times, and enhance detection accuracy. With FedRAMP High Authorization, it also supports federal cybersecurity compliance standards. Leaders from both companies emphasized that the partnership empowers agencies to combat evolving cyber threats efficiently while enabling secure digital modernization.

MxDR for government is now available and aims to strengthen cyber resilience across federal mission areas.
Lockheed Martin and Google Cloud Partner to Advance Generative AI for National Security

On March 27, 2025, Lockheed Martin and Google Public Sector announced a strategic collaboration to integrate Google’s generative AI into Lockheed Martin’s AI Factory ecosystem. This partnership aims to accelerate the development of advanced AI-driven capabilities for national security, aerospace, and scientific innovation.

The integration will leverage Google Cloud’s Vertex AI platform alongside Lockheed Martin’s secure, traceable AI infrastructure to enhance decision-making, real-time analytics, predictive maintenance, engineering design, supply chain resilience, and workforce training. Both companies emphasize a commitment to trustworthy, secure, and scalable AI technologies, including deployment in highly secure, air-gapped environments.
Google has announced its agreement to acquire Wiz, a leading cloud security platform, for $32 billion in an all-cash transaction. Following regulatory approval and customary closing conditions, Wiz will become part of Google Cloud.

This acquisition is aimed at strengthening cloud security and expanding multicloud capabilities, addressing growing cybersecurity challenges in the AI-driven era. Wiz offers a user-friendly security platform that integrates with major cloud providers, helping businesses, governments, and enterprises prevent cyber incidents.

Google Cloud's expertise in AI and security innovation will enhance Wiz’s solutions, making them more scalable and effective. The integration will focus on improving security automation, reducing security costs, protecting against AI-driven threats, and accelerating the adoption of multicloud environments. Wiz will continue operating across all major cloud providers, including AWS, Microsoft Azure, and Oracle Cloud.

Executives from both companies emphasized their shared commitment to simplifying cybersecurity and preventing breaches through AI-driven security solutions. A webcast discussing the acquisition will be available for replay on YouTube for two weeks.
The search landscape is evolving rapidly with the rise of AI-powered search engines. Google recently introduced AI Mode, powered by Gemini 2.0, which provides AI-generated responses alongside curated links. While Google remains dominant with over 81 billion monthly visits, AI-driven platforms like ChatGPT and Perplexity are gaining traction, though they still lag behind in traffic.

Industry experts see AI search tools as transformative but also recognize their challenges. AI agents synthesize information from multiple sources, reducing referral traffic to original content creators. A study by TollBit found that AI-driven search engines send 96% less referral traffic than traditional search engines, raising concerns about monetization for publishers.

To address these challenges, some companies are brokering deals between AI firms and content providers. Josh Stone of TollBit notes that AI search tools aggregate content from multiple sources, limiting direct engagement with publisher websites. Olivia Joslin, TollBit’s co-founder, points out that large-scale web scraping is costly, leading many AI companies to seek partnerships rather than risk legal disputes.

The future of AI search may involve more formalized agreements between AI providers and content owners. Ahmed Malik, CEO of ScalePost, predicts an increase in partnerships to ensure reliable access to high-quality data. As AI continues to reshape search, businesses are exploring ways to integrate their content into AI-generated responses while maintaining revenue streams.

Looking ahead, AI-driven browsing could become a standard tool for research and automation. Companies like Perplexity are developing AI-powered browsers that handle tasks and research on behalf of users, potentially further reducing human interaction with traditional search results. Chris Hay of IBM suggests that businesses will need to find ways to ensure their content remains accessible and valuable in an AI-dominated search environment.

The ongoing shift toward AI-powered search and browsing raises questions about the future of online content monetization, access to reliable information, and the evolving role of search engines in the digital ecosystem.
IBM
Carrier and Google Cloud are collaborating to enhance grid resilience through AI-powered home energy management systems. Carrier’s Home Energy Management System (HEMS) will integrate with Google Cloud’s AI analytics and WeatherNext models to optimize energy use in residential HVAC systems. The initiative aims to balance supply and demand across the grid by allowing homeowners to store and use battery energy during peak hours, reducing electricity costs and strain on the grid.

The partnership aligns with Google's goal of advancing carbon-free energy solutions and Carrier's commitment to reducing greenhouse gas emissions. By leveraging AI, the system will forecast energy demand, manage battery storage, and optimize HVAC performance based on real-time grid conditions and weather predictions. This technology is expected to improve energy efficiency, reduce grid congestion, and support economic growth.

Carrier’s next-generation heat pump, featuring battery storage and AI-driven grid interaction, was first announced at Climate Week NYC and will roll out in phases through 2027. The collaboration aims to create a more intelligent and flexible energy infrastructure, benefiting homeowners while supporting the broader transition to a sustainable energy ecosystem.
Alphabet Inc. (NASDAQ: GOOG, GOOGL) announced strong financial results for Q4 and the full year of 2024. In the fourth quarter, the company saw a 12% year-over-year increase in revenues, totaling $96.5 billion. Google Services revenue grew 10% to $84.1 billion, driven by strong performance in Google Search & other and YouTube ads. Google Cloud experienced a 30% growth, reaching $12.0 billion, with strong demand for AI solutions and GCP products.

Operating income rose 31%, and operating margin expanded to 32%. Net income for the quarter increased 28%, with EPS growing 31% to $2.15.

For the full year, Alphabet's revenues increased 14% to $350.0 billion, with Google Services and Google Cloud both showing strong growth. The company’s operating income for the year grew by 33%, totaling $112.4 billion, and net income increased by 36% to $100.1 billion. EPS for the full year rose 39%, reaching $8.04.

The company also highlighted its progress in AI, with products and models being launched rapidly, and its leadership in AI-powered solutions for both Google Cloud and YouTube. In 2025, Alphabet plans to invest $75 billion in capital expenditures to further accelerate its growth.

Additionally, Alphabet reported a strong dividend program, paying $2.4 billion to shareholders during Q4 2024.