Google Cloud hit $24.8B as TPU revenue and capex bets reshape its AI push
DavidLinthicum · x · 2026-07-24
The post says Google’s latest quarter shows AI-driven cloud growth is still accelerating.
Key points:
- Google Cloud revenue reached $24.8B, with record growth.
- Google is now recognizing revenue from its custom TPU chips, signaling that its hardware/software stack is starting to show up in enterprise economics.
- The author points to $195B–$205B in planned capital spending as both a sign of confidence and a risk to ROI.
- The delay of Gemini 3.5 Pro is flagged as something worth watching, since execution speed matters in the AI race.
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