Alphabet Inc. — Google Cloud Platform & OpenAI

Alphabet Inc. — Google Cloud Platform: Alphabet Inc. — Google Cloud Platform is the recipient of Anthropic's $200 billion commitment over five years, significantly boosting its revenue backlog and strengthening its position in the cloud computing market.

OpenAI: OpenAI's contracts, alongside Anthropic's, account for more than half of the $2 trillion in backlogs at major cloud providers, highlighting the overall demand for AI computing capacity.

Alphabet Inc. — Google Cloud Platform: Alphabet Inc. — Google Cloud Platform achieved a 63% revenue surge, its best growth yet, driven by its AI tools for large businesses. This performance significantly contributed to Alphabet Inc.'s overall revenue and market confidence.

OpenAI: OpenAI has struck deals with Amazon (company) that commit it to spend more than $100 billion on AWS cloud services in the coming years.

Alphabet Inc. — Google Cloud Platform: Alphabet Inc. — Google Cloud Platform is one of the divisions where Alphabet Inc. plans to test its new AI-assisted interview process.

OpenAI: OpenAI is mentioned as one of the companies that launched new models dramatically improving coding agent capabilities, and its president noted the significant increase in AI-generated code.