Google Cloud (Alphabet Inc.)

Money Moves

Integrating Wiz alongside existing Mandiant security capabilities

Wiz was founded in January 2020 by four veterans of Israel's military intelligence Unit 8200. Six years later, Google paid $32 billion in cash to acquire it — the largest deal in Google's history, the largest cybersecurity acquisition ever, and more than the combined cost of Google's eight next-biggest purchases. The deal closed on March 11, 2026, after clearing both United States Department of Justice (DOJ) and European Union regulatory review without conditions. Google had tried once before, offering roughly $23 billion in mid-2024; Wiz walked away and said it would pursue an initial public offering instead. Google came back nine months later and paid 39 percent more.

Updated 6 days ago

Built World

Hyperscale cloud and AI platform driving new data center clusters and clean energy procurement

Since late 2022, U.S. regulators and utilities have warned that a new class of digital infrastructure—AI-optimized data centers—could reshape national power demand, ending an era of flat electricity consumption and forcing a rapid buildout of generation and transmission. By early 2026, those warnings have crystallized into concrete challenges: PJM Interconnection's December 2025 capacity auction hit the $333.44/MW-day price cap and failed to meet reliability requirements for the first time in its history, with data centers accounting for $6.5 billion—or 40%—of the auction's $16.4 billion in costs. Regional grid operators now project U.S. data center electricity consumption will grow from 183 terawatt-hours (TWh) in 2024 to over 400 TWh by 2030, while the International Energy Agency (IEA) estimates data centres globally could more than double their electricity use to approximately 945 TWh in the same timeframe, with AI-optimized servers as the main driver.

Updated Jan 27

New Capabilities

Expanding Gemini AI into consumer hardware through Samsung partnership

Samsung just put Google's Gemini AI inside a refrigerator. Not alongside it, not as an app—built directly into the hardware. The Bespoke AI refrigerator, unveiled at CES 2026, can recognize your food without you scanning barcodes, read handwritten labels on containers, and suggest recipes based on what's actually inside. It's the first home appliance with Gemini integration, and it signals a major shift: AI assistants are moving from our phones and speakers into every appliance in the house.

Updated Jan 6