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Google Cloud Revenue Surge Shows Enterprise AI Demand Against Amazon

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Alphabet (Google) logoAlphabet (Google)
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In Q2 2026, Google Cloud revenues jumped 82% year over year to $24.8 billion, boosted by GCP, enterprise AI solutions, AI infrastructure and core services. Operating income more than tripled to $8.8 billion and margin rose to 35.6%. Cloud backlog reached $514 billion on strong enterprise AI demand, though Alphabet says it is supply constrained by available compute capacity.

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