Google Cloud-ის აღმასრულებელი დირექტორი: ჩვენი TPU ბიზნესი კონკურენტებზე ორჯერ დიდია

47 წყარო
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  • Google Cloud-ის აღმასრულებელმა დირექტორმა თომას კურიანმა განაცხადა, რომ კომპანიის TPU ამაჩქარებლების ბიზნესი ორჯერ აღემატება უახლოესი ჰიპერსკეილერი კონკურენტის მაჩვენებელს, რითაც მიზანში Amazon-ი და Microsoft-ი ამოიღო.
  • Alphabet-მა გასულ კვარტალში ღრუბლოვანი სერვისების შემოსავლის 82%-იანი ზრდა დააფიქსირა, რაც მნიშვნელოვნად უსწრებს AWS-ის 37%-იან და Azure-ის დაახლოებით 43%-იან მაჩვენებელს.
  • Morgan Stanley პროგნოზირებს, რომ Google Cloud-ის საკუთარი TPU-ების შემოსავალმა 2027 წლისთვის შესაძლოა 84 მილიარდ დოლარს მიაღწიოს, რაც Blackstone-თან ერთობლივი საწარმოს მეშვეობით გაიზრდება.
წყაროები (47)
  1. 1 Google Stock: Cloud Boss Makes Bold Claim About AI Chip Business www.investors.com
  2. 2 Google Cloud touts TPU lead over rivals, accelerates external sales biz.chosun.com
  3. 3 Google Cloud grows 82% last quarter, putting Amazon and Microsoft investors on notice cryptobriefing.com
  4. 4 AWS earnings Q2 2026 - CNBC www.cnbc.com
  5. 5 Microsoft Fiscal Year 2026 Fourth Quarter Earnings Conference Call www.microsoft.com
  6. 6 Alphabet Q2 2026 earnings: revenue up 24%, Cloud surges 82% finance.yahoo.com
  7. 7 Google (GOOG) Q2 2026 earnings report: Live updates - CNBC www.cnbc.com
  8. 8 Google Cloud CEO Claims TPU Business Is Twice the Size of ... tritonix.ai
  9. 9 Google Q2 2026 Earnings: $119.8B Revenue Soars 24% Driven by ... biztechweekly.com
  10. 10 2026 Q2 Earnings Call - Alphabet Investor Relations abc.xyz
  11. 11 Amazon Q2 2026 earnings: AWS grows 37%, revenue tops $200B finance.yahoo.com
  12. 12 Microsoft Cloud and AI strength fuels fourth quarter results - Source news.microsoft.com
  13. 13 Google’s TPU Business Outpaces Rivals as Hyperscalers ... techblog.comsoc.org
  14. 14 Thomas Kurian, CEO of Google Cloud at the Goldman Sachs ... abc.xyz
  15. 15 Google 2026 Q2 Earnings: Cloud Revenue Soars 82% as AI ... www.markets.com
  16. 16 Alphabet Q2 2026 Earnings: AI-Driven Scale Drives Growth - LinkedIn www.linkedin.com
  17. 17 Alphabet's Google Cloud CEO Kurian to speak at Goldman Sachs ... longbridge.com
  18. 18 Google Cloud Hits 82% Growth Ahead of AWS Earnings [2026] tech-insider.org
  19. 19 Alphabet Q2 2026: Search Ads Grew 17% in AI Overviews Era www.digitalapplied.com
  20. 20 Alphabet's Google Cloud CEO Kurian to speak at Goldman Sachs ... www.webull.com
  21. 21 Google Q2 Cloud Revenue Surges 82%: Net Profit Soars 298% YoY ... www.tradingkey.com
  22. 22 Google Cloud at Goldman Sachs conference: ai stack drives growth www.investing.com
  23. 23 Google Q2 2026: Cloud Grows 82%, 22B Tokens Per Minute ... aitoolsrecap.com
  24. 24 The AI Investor on X: "Thomas Kurian, CEO of Google Cloud, spoke ... x.com
  25. 25 FY26 Q2 - Intelligent Cloud Performance - Investor Relations www.microsoft.com
  26. 26 Google Cloud CEO touts growth at Goldman Sachs conference www.newsminimalist.com
  27. 27 Brian Olsavsky's Post - LinkedIn www.linkedin.com
  28. 28 43% Azure growth and 84% RPO growth : r/stocks - Reddit www.reddit.com
  29. 29 FY26 Q1 - Intelligent Cloud Performance - Investor Relations www.microsoft.com
  30. 30 Google Cloud Says Its AI Chip Business Is Twice the Size of ... finance.biggo.com
  31. 31 Amazon Q2 2026 Earnings Shows AWS Growth Accelerates www.tradingview.com
  32. 32 Microsoft: 43% Azure Growth, Priced for a Slowdown - Long-Term Pick longtermpick.com
  33. 33 Google Cloud at Goldman Sachs Communacopia semiconsense.substack.com
  34. 34 Amazon.com, Inc. (AMZN) Q2 2026 results: same strategy, opposite ... www.levelheadedinvesting.com
  35. 35 FY26 Q2 - Press Releases - Investor Relations - Microsoft www.microsoft.com
  36. 36 Microsoft reports stronger-than-expected Q4 results with 18 ... www.linkedin.com
  37. 37 Technology | Investor's Business Daily www.investors.com
  38. 38 FY26 Q4 - Press Releases - Investor Relations - Microsoft www.microsoft.com
  39. 39 Investor's Business Daily | Stock News and Stock Market Analysis ... www.investors.com
  40. 40 Microsoft (MSFT) Q4 earnings report 2026 - CNBC www.cnbc.com
  41. 41 IBD Live Q&A And Two Key Stock Lists For Sept. 1, 2026 www.investors.com
  42. 42 Power Trend On The Ropes; Palantir, Snowflake, Toast In Focus - IBD investors.com
  43. 43 Indexes Ceding Gains Amid Ugly AI Sell-Off; Credo, Targa, Eli Lilly ... www.investors.com
  44. 44 FY26 Q4 - Metrics - Investor Relations - Microsoft www.microsoft.com
  45. 45 FY26 Q2 - Performance - Investor Relations - Microsoft www.microsoft.com
  46. 46 Broadcom, IBD Stock Of The Day, Gains Custom AI Chip Business www.investors.com
  47. 47 Google Cloud Grew 82% Last Quarter -- Here's Why Amazon and Microsoft Investors Should Care www.theglobeandmail.com
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