Google Cloud revenue jumps 82% as margin expands from 21% to 36%
gaganghotra_ · x · 2026-07-23
- A shared chart of Google’s earnings says Google Cloud revenue rose 82% year over year, showing a sharp acceleration.
- The bigger takeaway is margin expansion: cloud margin reportedly rose from about 21% to about 36%.
- The post argues that the ongoing compute shortage may benefit hyperscalers, because customers will tolerate higher prices rather than lower margins.
Related event: Google Cloud Doubles in Q2 but AI Spending Turns Free Cash Flow Negative(60 posts)→
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