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English(EN) Google Cloud revenue showed a +63% y/y growth this past quarter.  Microsoft Intelligence Cloud revenue showed a +30% y/y growth this past quarter. AWS revenue s

Google Cloud 收入飙升 63%,超越 Microsoft 和 AWS

Google Cloud 上季度报告的收入同比增长了 63%,显著超过了 Microsoft 的 Intelligence Cloud(增长 30%)。Amazon Web Services (AWS) 的收入也实现了增长,但本报告未详细说明具体数字。 AI

影响 证实了对云基础设施的强劲需求,这对于 AI 模型训练和部署至关重要。

排序理由 该集群报告了主要云基础设施提供商的显著财务业绩指标,表明市场发生了重大变化和增长。[lever_c_demoted from significant: ic=1 ai=0.7]

在 X — SemiAnalysis 阅读 →

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Google Cloud 收入飙升 63%,超越 Microsoft 和 AWS

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  1. X — SemiAnalysis TIER_1 English(EN) · SemiAnalysis_ ·

    Google Cloud revenue showed a +63% y/y growth this past quarter.  Microsoft Intelligence Cloud revenue showed a +30% y/y growth this past quarter. AWS revenue s

    Google Cloud revenue showed a +63% y/y growth this past quarter.  Microsoft Intelligence Cloud revenue showed a +30% y/y growth this past quarter. AWS revenue showed a +28% y/y growth. Despite this, AWS' margins increased 213bps q/q while the other CSPs lagged behind.  How you ht…