Google Cloud to Add $2.5B in 2026, $7.5B in 2027 via TPU Licensing and Wiz Deal
Wells Fargo projects Google Cloud will earn an extra $2.5 billion in 2026 and $7.5 billion in 2027 from TPU licensing and the Wiz cybersecurity deal, potentially boosting operating income by 6% and 14%. Apple hired ex-Google AI marketing lead Lilian Rincon to head product marketing for its Siri overhaul.
1. Google Cloud Growth Prospects
Wells Fargo projects that TPU licensing tied to Anthropic and Broadcom’s $21 billion in TPU orders could boost Google Cloud revenue by 4% in 2026 and 7% in 2027, adding $2.5 billion and $7.5 billion at roughly 85% margins, while the Wiz cybersecurity deal may contribute around 2% growth in 2026 with higher gains in 2027.
2. Apple Hires Ex-Google AI Marketing Executive
Apple appointed Lilian Rincon, who spent nearly a decade at Google overseeing its shopping and Assistant products, as vice president of AI product marketing reporting to Greg Joswiak, to spearhead a rebuild of Siri using Gemini AI model technology, representing a notable talent shift away from Google.