13 results for "cloud revenue"
Google Cloud revenue is now 18% of Alphabet’s business. Is this the beginning of the end of Google’s search identity?
Search and advertising have been central to Google's identity and business from Day One. The booming demand for AI may be changing that.…
Alphabet revenue tops expectations on record quarter for cloud unit - Reuters
Comprehensive up-to-date news coverage, aggregated from sources all over the world by Google News.…
Alphabet: Cloud Is On Fire
Alphabet (GOOG) Q1 update: Cloud revenue +63% on AI/Gemini, big op-income gains, higher CapEx guidance and 25.7x P/E—read the bullish outlook.…
Amazon earnings beat expectations with strong cloud growth
Revenue in Amazon's cloud computing segment expanded 28% year over year, topping analysts' estimates.…
Google Cloud surpasses $20B but says growth was capacity-constrained
Google Cloud topped $20B in quarterly revenue for the first time, fueled by surging demand for AI. But capacity constraints mean it could have grown even faster.…
OpenAI breaks free of Microsoft's cloud
OpenAI's revised Microsoft pact lets it sell AI models across multiple clouds, enabling a likely expansion with Amazon and broader enterprise distribution. Why it matters: The shift ends OpenAI's effe…
'It’s very unusual for business to grow this fast': Even Amazon CEO Andy Jassy is surprised at AWS cloud success — and AI domination is next
AWS just had its best growth rate in 15 quarters, and at 28%, it's propping up total Amazon revenue by quite a margin.…
Microsoft Q3: 30% Discount Happens Rarely, I'm Buying
Microsoft Corporation posts a record quarter on surging AI and cloud growth; revenue $82.9B and AI run-rate $37B. Click for this MSFT stock earnings update.…
Google to sell its TPUs to some customers, who also fancy big-G GPUs
AI is driving more searches and ads Google Cloud will start selling its custom tensor processing units to some customers, because they want them and the search giant wants to diversify its revenues.……
Alphabet: The Stock Actually Became Cheaper After Q1
Alphabet Inc. delivered a double-beat Q1, with Search revenue up 19% YoY and Cloud revenue growth exceeding 60%. Read more on GOOGL stock here.…
Alphabet ups 2026 capex to as much as $190 billion, expects to 'significantly increase' in 2027
Alphabet reported first-quarter earnings, posting booming cloud revenue and upping its full-year capex spend to as much as $190 billion.…
Oracle plans to power its New Mexico mega datacenter with a 2.45GW fuel cell farm
No sense in OpenAI stressing over its cloud bills if Oracle can't get the lights on Close on the heels of a report that OpenAI has missed revenue targets and may not be able to pay its future bills, c…
Oracle: Investors Fear CapEx, But They Might Be Missing The Upside
Oracle (ORCL) rated Buy (from Strong Buy): Q3 revenue +22%, cloud +44%, AI infra +243%. CapEx/FCF risks but ~33% upside.…