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On September 11, 2026, Alphabet Inc. and Walmart Inc. announced a five--year strategic expansion of their cloud partnership, valued at approximately $3.5 billion. Under the terms of the agreement, Walmart will migrate its global supply chain management and inventory forecasting systems to Google Cloud’s TPU v6--powered AI infrastructure. The collaboration is designed to leverage Gemini--based generative AI for real--time logistics optimization and enhanced predictive analytics across Walmart’s international operations. Alphabet leadership is scheduled to discuss the financial implications of this deal at the Goldman Sachs Communacopia & Technology Conference on September 15, 2026, with the first phase of technical implementation set for November 15, 2026.