---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40301734.md"
description: "$Alphabet - C(GOOG.US)Google Cloud's Big Bang: This is the brightest growth engine in the entire earnings report. Cloud business revenue broke through the $20 billion mark (actually reached $20.02 billion, significantly beating the expected $18.05 billion), with strong growth. This is real competitive pressure for Amazon AWS and Microsoft Azure. The market had been worried that the tech giants' sky-high capital expenditures (CapEx) on AI computing power would drag down profits, but the expansion of Google Cloud's profit margin proves that investments in AI infrastructure are generating real returns.$Microsoft(MSFT.US)$Amazon(AMZN.US) So this is the reason for their after-hours drop!"
datetime: "2026-04-29T21:25:07.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40301734.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40301734.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40301734.md)
author: "[sasarcc](https://longbridge.com/en/profiles/13716565.md)"
---

# $Alphabet - C(GOOG.US)Google Cloud's Big Bang: Thi…


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## Comments (6)

- **长长长长长长长 · 2026-04-29T22:09:08.000Z**: Such a hindsight analysis, and the key point is that it was a hindsight move again...
  - **sasarcc** (2026-04-30T03:05:42.000Z): Gemini's analysis, nothing to do with me
- **韭條悟 · 2026-04-29T21:45:26.000Z**: Amazon: It has nothing to do with me.
  - **sasarcc** (2026-04-29T21:49:24.000Z): Wow, it dropped 4 points after hours, and now it has actually bounced back!
- **Angela筱 · 2026-04-29T21:44:17.000Z**: Where did Amazon fall? It's continuing to break new highs, okay?
  - **sasarcc** (2026-04-29T21:50:20.000Z): It just fell so much, and now it's all back up. Only Microsoft is taking the beating, sigh.