Nvidia was mentioned as the top branded GPU utilized in data centers, contrasting with Alphabet's proprietary ASICs.
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Alphabet Reports $514 Billion Backlog in its Cloud Segment
Aug 25, 2026
Alphabet (GOOGL) reported strong revenue growth and a significant increase in its cloud backlog, reaching over $514 billion. Despite concerns about AI cannibalizing its search business and the sustainability of free LLM services, the company demonstrates record profitability and high returns on invested capital. Alphabet's investment in proprietary chips and its long-term revenue growth suggest a positive outlook.
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Amazon was mentioned as the company expected to spend the most on capital expenditures in 2026, raising its forecast to $220 billion.
Microsoft was mentioned as a comparison point for Alphabet's revenue growth, reporting 18% year-over-year growth.
Alphabet (GOOGL) shows strong revenue growth, a massive cloud backlog, and record profitability, making it a potential buying opportunity despite AI-related uncertainties.
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