
Alphabet Gain Hunter
Rate Of ReturnThis comparison is not quite right. One cannot use past Google Cloud revenue to compare with future capital expenditures. As long as the business is growing, increased capital expenditures will likely also increase revenue. Additionally, capital expenditures are not just for Google Cloud services; almost all of Google's businesses are related to Gemini. The fluctuating prices will make capital reconsider whether excess capital expenditures are necessary. Give them some time—after all, given Google's culture, daring to double capital expenditures is not too reckless.

$Alphabet(GOOGL.US) Quarterly Capex spending is around 46.2 billion (annual 185 billion), while quarterly GCP revenue is less than 20 billion (17.7 billion). Relying on Google Cloud and YouTube for support still makes institutions feel that this pace is too fast and risky!
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