---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000910067.md"
description: "BofA: expect U.S. top hyperscalers (Amazon, Microsoft, Oracle, Alphabet) to grow cloud revenue to $975 billion in 2028, up from $290 billion in 2025. Meanwhile, China's top hyperscalers (Alibaba, Tencent, ByteDance, Baidu) cloud revenue to increase to $94 billion, up from $28 billion. $Alphabet(GOOGL.US) $Amazon(AMZN.US) $Microsoft(MSFT.US) $Oracle(ORCL.US)"
datetime: "2026-09-22T19:15:13.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000910067.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000910067.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000910067.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# BofA: expect U.S. top hyperscalers (Amazon, Micros…


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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**