Google Cloud is running at a $100B revenue run-rate, growing more than 80%
chetanp · x · 2026-07-23
Chetan Puttagunta says Google Cloud is now running at roughly a $100B annual revenue run-rate, growing 80%+, and already equals about 40% of Google's search business.
He argues that if the trajectory holds, Google Cloud could become nearly as large as Search in revenue within the next one or two years.
Related event: Google Cloud Doubles in Q2 but AI Spending Turns Free Cash Flow Negative(60 posts)→
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