i start with AI, cloud growth exploded. Q1 2026 year-on-year revenue growth nearly doubled to 63%. Gemini Enterprise—the stickier corporate customers—grew 40% quarter-on-quarter. That’s more than 200% annualized. Another proof point of surging AI demand: token usage grew 60% QoQ, or 555% annualized.
As for Amazon and Microsoft, both saw strong cloud growth too—albeit slower than Google Cloud’s rate, though off a larger revenue base. AWS and Azure reported 28% and 40% year-on-year growth respectively And the AI CAPEX isn’t slowing down—it’s accelerating. The initial $600 billion industry projection has now been revised upward to $700 billion by 2027.
AI remains firmly in the spotlight—and even as estimates and expectations have risen, many AI-related stocks managed to surpass them. This isn’t just hype anymore. The share price gains have real fundamentals beneath them.
finally a a prediction that Alphabet may become the biggest company in the world. After a 10% post-earnings surge, Alphabet is now just 5% away from taking the top spot from Nvidia. Maybe it really can happen soon
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