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Google Cloud 390% Backlog Growth: Playing to Win Means Blazing New Trails
In today's Cloud Wars Minute, I look at why playing to win — not playing it safe — is becoming the defining strategy for AI and cloud leaders.
Highlights
00:01 — Last week, we talked about Google Cloud's extraordinary Q2, with revenue up 82% to almost $25 billion, backlog up almost 400% to $514 billion. I wanted to talk today a little bit about a challenge that Google Cloud and the other hyperscalers are facing, because this extraordinary growth requires very aggressive investments in CapEx to build out data center capacity.
00:58 — Will these companies continue to have the courage to play to…
The skinny
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