Google Cloud is now at ~$100B revenue run-rate, growing 80%+ and is 40% of Google's search business. Wild that Google Cloud could be nearly as big as Google Search in revenue in the next year or two on its current trajectory.
Chetan Puttagunta says Google Cloud could match search revenue in two years
Google Cloud's annualized run rate has reached $100 billion.
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Positive users expressed excitement over Google Cloud hitting a $99-100B revenue run rate with 80%+ growth, while negative users highlighted high capital intensity and criticized unrelated product issues.
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Google Cloud knocked it out of the park again. They're now at a ~$99B run rate growing 82% YoY. Another MASSIVE jump in YoY growth Quarterly YoY growth trends below $GOOG
Estimates of quarterly net new ARR added:
Google Cloud knocked it out of the park again. They're now at a ~$99B run rate growing 82% YoY. Another MASSIVE jump in YoY growth Quarterly YoY growth trends below $GOOG
Google Cloud is now at ~$100B revenue run-rate, growing 80%+ and is 40% of Google's search business. Wild that Google Cloud could be nearly as big as Google Search in revenue in the next year or two on its current trajectory.
@DanFarfan @jaminball Constant Currency
@chetanp Problem is: cloud is much more capital intensive than search. Those server farms depreciate quick.
@jaminball @OptionsHawk And will be pissing away everything on capex as we move forward to end cycle
@LouMannheim87 @chetanp How much of GCP server capacity is being provided by fully depreciated assets?
@chetanp @sundarpichai @grok do @elonmusk has any plan to release his own browser
@chetanp do we think the capital efficiency dynamics would be very different?
@chetanp And margins?
@chetanp @BenBajarin And on profitability/margins?
@jaminball Ex-gain adjusted ~$2.76 eps
@jaminball So impressive
@jaminball jaw dropping! p.s. What does "(not cc)" mean?
@jaminball The chart shows demand accelerating. The constraint is on the other side of it - HBM allocation and advanced packaging capacity that aren’t scaling at 82%. Cloud at $99B run rate growing this fast means the compute constraint is tightening, not easing. https://williamdavid.substack.com/p/semiconductors-and-ai-hardware-part-09e
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YoY growth rate in quarterly net new ARR added: