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Google Cloud Q2: Revenue +82%, $24.8B, Backlog +390%, $514B

In today's Cloud Wars Minute, I show why Google Cloud is setting the pace in the AI economy despite Microsoft's and AWS's larger scale.

Highlights

00:03 — Well, we thought we had seen some big numbers in the Cloud Wars over the last few quarters, but Google Cloud for Q2 absolutely blew the numbers away. Astonishing: revenue up 82% to almost $25 billion, and its backlog up 390% to $514 billion.

01:39 — From Q1 to Q2, Google Cloud's revenue jumped $4.8 billion. That's far larger, not only than what Google Cloud has done quarter to quarter, but Microsoft and AWS. I believe, looking pretty…

The skinny

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