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Google Cloud Q3 Blowout: Winning New Biz $ $ Over Microsoft
In today's Cloud Wars Minute, I look at the shift in enterprise preference from Microsoft to Google Cloud.
Highlights
00:15 — The three original hyperscalers all released numbers for Q3 last year. Each should be proud, but Google Cloud stood out in a significant way. Its Q3 revenue is up 34% to $15.2 billion. Its Q2 growth had been 32%, so, accelerating here. Mid-year, it said its CapEx would be $75 billion for all of 2025. A few months ago, it said, “Now we’re going to have to make it $85 billion..."
01:38 — Now it's saying it’s going to be somewhere between $91 and $93 billion for this…
The skinny
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