Google Cloud growth is impressive at +48% YoY, showing AI demand is clearly accelerating 🚀
However, Alphabet’s rising CapEx spend on AI infrastructure is raising investor concerns. The market reaction says it all — strong revenue growth but volatile share price after earnings.
Personally, I think this comes down to a key question: Will AI investment translate into sustainable long-term revenue and margin expansion, or will costs weigh on profits in the near term?
With hyperscalers racing for AI dominance, short-term pressure might be the price for long-term leadership.
What do you think?
👉 Bullish or cautious on $GOOG / $GOOGL?
👉 Who will monetise AI better — Alphabet or Amazon?
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