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BREAKING: GOOGLE CLOUD GENERATES REVENUE PRIMARILY FROM THE SALE OF TPU SYSTEMS! $GOOG Google Cloud has shifted from being a cloud to a hardware vendor, and this quarter was the first time they said "primarily" with meaningful language change. Is this Google bowing out of the race as they shift to becoming an NVIDIA competitor versus a hyperscaler? More on the call soon 🤞
BREAKING: WE KNOW PRODUCTS IS A PART OF GOOGLE CLOUD AND NOT THE MAJORITY OF REVENUE TPUs got sold in the quarter, services margin is a bit weak, but very very strong print
BREAKING: GOOGLE CLOUD GENERATES REVENUE PRIMARILY FROM THE SALE OF TPU SYSTEMS! $GOOG Google Cloud has shifted from being a cloud to a hardware vendor, and this quarter was the first time they said "primarily" with meaningful language change. Is this Google bowing out of the race as they shift to becoming an NVIDIA competitor versus a hyperscaler? More on the call soon 🤞
Google Cloud is just another neocloud.
BREAKING: GOOGLE CLOUD GENERATES REVENUE PRIMARILY FROM THE SALE OF TPU SYSTEMS! $GOOG Google Cloud has shifted from being a cloud to a hardware vendor, and this quarter was the first time they said "primarily" with meaningful language change. Is this Google bowing out of the race as they shift to becoming an NVIDIA competitor versus a hyperscaler? More on the call soon 🤞
@SemiAnalysis_ *PRODUCT REVENUE!!! Do you see/understand the difference? (No insights here, just parsing the text you missed)
@SemiAnalysis_ which intern is running this acct rn?