๐ป Google's Cloud Revenue Converges to NVIDIA's Growth Rate
Google Cloud's growth curve is converging with NVIDIA's, signaling AI infrastructure demand is still accelerating.
โข Q2 2026 revenue hit $24.8B, up 82% YoY, beating the $22.3B consensus
โข Operating margin expanded to 35.6% (+14.9 pts YoY), closing the gap with AWS
โข Backlog reached $514B, up 385% YoY, as capex guidance rises to $195โ205B
Google booked revenue from TPU hardware sales for the first time this quarter โ a shift CFO Anat Ashkenazi called still "small" relative to expected 2027 revenue.
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๐ป Google's Cloud Revenue Converges to NVIDIA's Growth Rate
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