finance.yahoo.com

Alphabet Compares Azure Lead as Google Cloud Capex Reaches $44.9B

Alphabet (Google) logoAlphabet (Google)
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Microsoft logoMicrosoft
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Alphabet is pressed by a clearer cloud revenue benchmark: Microsoft reported $29.4B in Azure quarterly revenue versus Google Cloud’s $24.8B. Google Cloud leads to pressure as Azure’s gap implies leverage of roughly 18.5% of Google Cloud revenue, while Alphabet stock trades at a 34.27% premium to a stated value estimate. Alphabet has ramped capex to $44.9B to build AI and cloud infrastructure.

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