3 stories tagged with #cloud-revenue, in publish-time order across the WeSearch catalog. Tag pages update as new stories ingest.
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TECHRADAR
Microsoft forced to up AI spending by $25 billion to cover hardware price rises — says it 'remains confident in the return on these investments'
Microsoft expects a $190 billion capex in fiscal 2026, but around $25 billion of that is believed to come from rising costs.…
INVESTING.COM — NEWS
Alphabet stock gains on strong results, William Blair reiterates Outperform
Alphabet stock gains on strong results, William Blair reiterates Outperform…
FORTUNE
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.…