Gemini Enterprise +40% QoQ: Google's AI Capex Pays Off
Gemini Enterprise paid users +40% QoQ, Cloud backlog hit $462B, GenAI revenue +800%. Why Alphabet's $190B capex was the only one Wall Street rewarded.
April 30, 2026 · 11 min readAI Capex
Every THE D[AI]LY BRIEF article on AI Capex — enterprise AI analysis, benchmarks, vendor comparisons, and ROI frameworks for technology and business leaders. Updated as new coverage publishes.
Copilot Hits Outlook Levels: Microsoft's $37B AI Print
Microsoft's Q3 FY26 print made AI a daily habit at work — 20M Copilot seats, $37B run rate, $627B RPO. Here is the buyer and builder playbook.
April 29, 2026 · 11 min read
The $660B AI Capex Trap and Your Vendor Concentration
OpenAI's CFO is now publicly questioning the company's data-center spend. With hyperscalers committing $660B in 2026, enterprise CFOs need a vendor audit.
April 28, 2026 · 10 min read