Quarterly results: hyperscalers impress, despite sky-high AI spending
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Quarterly results: hyperscalers impress, despite sky-high AI spending
"Alphabet's Google Cloud posted a staggering growth rate of 63 percent compared to the same quarter last year, contributing 18 percent of the company's total revenue."
"AWS remains the public cloud leader with quarterly revenue of $181.5 billion, although its growth rate is lower than that of Google Cloud due to its larger market share."
"Microsoft reported the highest cloud revenue this quarter at $54.5 billion, with Azure growing by 40 percent compared to the same quarter in 2025."
"Capital expenditures for AI infrastructure are estimated to reach $175 to $185 billion by the end of the year, driven by significant investments in AI technology."
Alphabet, Amazon, and Microsoft reported double-digit growth in cloud revenue, driven by AI advancements. Alphabet's Google Cloud saw a 63 percent growth, contributing 18 percent to total revenue. Capital expenditures for AI infrastructure are projected to reach $175 to $185 billion. AWS leads in public cloud revenue, while Microsoft reported the highest cloud revenue this quarter at $54.5 billion, with Azure growing by 40 percent. The cost of AI outputs is decreasing, enhancing profitability for these companies.
Read at Techzine Global
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