Google Cloud holds $106 billion in orders, with an additional $58 billion in revenue expected before 2027
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Google Cloud has signed unfulfilled customer contracts amounting to $106 billion, with an expected revenue conversion of $58 billion over the next two years. CEO Thomas Kurian stated that the growth rate of contract commitments exceeds the revenue growth rate, indicating an expansion in the scale of unfulfilled contractual obligations. Google Cloud has advantages in AI infrastructure and generative AI models, and although its market share lags behind Amazon and Microsoft, it is still regarded as a strong growth engine for Alphabet
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