AI News Oct 29, 2026

Google opened a cyber focused preview of Gemini 4 Carbon on October 28. Alphabet reported Q3 2026 cloud revenue up 103 percent to $30.7 billion. Microsoft reported FY27 Q1 Azure growth of 48 percent with cloud revenue of $63.9 billion. GitHub made Copilot Fusion generally available across VS Code, the Copilot app, CLI and JetBrains.

In the news

Gemini 4 Carbon preview

Google DeepMind posted Gemini 4 Carbon on October 28. The model targets cybersecurity and long horizon work. It is a preview for a subset of cyber defenders through the Fairwind Program this week. It is not generally available for developers or consumers. Introductory pricing is $2 per million input tokens and $10 per million output tokens. After the intro period pricing moves to $4 per million input and $20 per million output¹. Google reports Artificial Analysis Intelligence Index v5.0 score 59. It also reports SEC bench Pro 88.2 percent. ExploitGym is 54.8 percent. CWE bench is 71.0 percent. Gray Swan IPI is 0.0 percent. The Fairwind Program page describes the phased rollout².

Alphabet Q3 2026 cloud

Alphabet reported third quarter 2026 results on October 28. Google Cloud revenue increased 103 percent to $30.7 billion. TPU system sales were a meaningful contributor to revenue growth. Cloud operating income was $11.121 billion. Margin was 36.2 percent. The company reported about 32 billion first party tokens per minute across models including Gemini via direct API³. Slides show the cloud operating figures and token rate⁴.

Microsoft FY27 Q1 Azure

Microsoft reported fiscal 2027 first quarter results on October 28. Revenue was $92.3 billion, up 19 percent. Azure revenue increased 48 percent. Microsoft Cloud revenue was $63.9 billion, up 30 percent. Commercial remaining performance obligation rose 73 percent to $677 billion. The quarter is reported under the new Agents and Infra segment⁵.

GitHub Copilot Fusion GA

GitHub made Copilot Fusion generally available on October 28. It is available on VS Code, the Copilot app, Copilot CLI and JetBrains IDEs. The router offers Fusion Standard, Fusion High and Fusion Max effort levels. Workflows include Single, Cascade and Critique. Paid Copilot plans receive a limited time 30 percent discount on model costs when using Fusion. Local model routing remains an experimental preview⁶.