Google Cloud Just Crushed AWS and Azure: 63% Growth and a $460 Billion Backlog

Google Cloud is pulling ahead of AWS and Azure with 63% year-over-year growth and a staggering $460 billion backlog. Here’s what investors should know about the hyperscaler race and why Alphabet’s growing roster of AI customers, including Anthropic, makes its cloud business look more durable than Oracle’s headline-grabbing OpenAI deal.

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