Episode Details

Google Cloud just smashed records with 82% year-over-year growth, outpacing Azure’s 43% and AWS’s 37%, despite AWS still leading the pack. Powered by enterprise AI adoption and expanding customer commitments—nearly 90% of Fortune 100 companies now use Gemini Enterprise—Google’s momentum shows no signs of slowing, even as capital spending doubled and free cash flow turned negative. With massive contracts already locked in, Google Cloud is poised to keep accelerating faster than its rivals for years to come.

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