Re:Alphabet Announces First Quarter 2026 Results
by next_xibalba on Wednesday April 29, 2026 @04:47PM
(#47954384)
I don't follow this stuff too closely, but Cloud growing by 63% seems astounding. It'd be interesting to know how much of that is converting AWS and Azure workloads to GCP.
[ Parent
| on HN ]
Re:Alphabet Announces First Quarter 2026 Results
by mattmaroon on Wednesday April 29, 2026 @04:59PM
(#47954578)
Or deals with their own/third party LLMs?
Re:Alphabet Announces First Quarter 2026 Results
by shimon on Wednesday April 29, 2026 @05:17PM
(#47954812)
LLM/AI growth is the major driver of usage growth on all the clouds.
Re:Alphabet Announces First Quarter 2026 Results
by mattmaroon on Monday May 04, 2026 @07:50AM
(#48007511)
Oh sure but I meant in their case they might be their own biggest customer. Companies shuffle money from one pocket to another often for tax/financial reasons.