Google Cloud's acceleration wa

Google Cloud's acceleration was the biggest surprise of the night: +63.4% from +48% last quarter, Cloud op margin cracking 30% for the first time.

Management's exact words: "If we had more compute, cloud revenue would have been higher."

Amazon Q1: AWS 4Y Growth High, But Capex Concerns Loom?

Amazon (AMZN) edged up just 0.77% today despite Q1 results showing AWS revenue grew 28% year-over-year — its fastest single-quarter growth rate in nearly four years — corroborating alongside Google Cloud the certainty of hyperscaler AI compute demand. Analysts noted that both companies' cloud growth trajectories provide clear near-term demand visibility for chip suppliers including Nvidia. The AWS acceleration story is now well established, but when will elevated AI capital expenditure translate into visible margin improvement?

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