Alphabet tops $100B quarterly revenue for first time, cloud grows 34% • Hacker News Board

Re: Alphabet tops $100B quarterly revenue for first time, cloud grows 34%

#71

Post by gigatexal » Thu, Oct 30, 2025, 1:00 PM UTC

oceanplexian wrote: post #69

shubhamjain wrote: post #31

This is one of the reasons I believe Google will ultimately win the AI race once the VC funding tap runs dry. For all its breakthroughs, OpenAI lacks any fiscal discipline. Sam Altman seems convinced that as long as they’re delivering value and have a clear mission, the money will somehow take care of itself. That’s fine for now, but the music will stop playing one day. When it comes to software engineering at scale,…

It's not really impressive to me in absolute terms that GCP grew by 34% because it's still in last place behind Azure. I worked with all three major CSPs at a past company and Google, by far, had the worst support, the worst network, the most issues, and at the same time they were the least willing to build custom features for us while Azure and AWS would constantly fight for our business. IMHO I think Microsoft is a…

Maybe I was not at your scale but I’ve had the exact opposite experience with GCP. I would prefer to use it but now I work at an all AWS shop.

Re: Alphabet tops $100B quarterly revenue for first time, cloud grows 34%

#72

Post by gigatexal » Thu, Oct 30, 2025, 1:00 PM UTC

shubhamjain wrote: post #31

This is one of the reasons I believe Google will ultimately win the AI race once the VC funding tap runs dry. For all its breakthroughs, OpenAI lacks any fiscal discipline. Sam Altman seems convinced that as long as they’re delivering value and have a clear mission, the money will somehow take care of itself. That’s fine for now, but the music will stop playing one day. When it comes to software engineering at scale,…

Re AI their continued investment in TPUs might one day prove existentially competitive to Nvidia’a GPUs?

Re: Alphabet tops $100B quarterly revenue for first time, cloud grows 34%

#73

Post by skywhopper » Thu, Oct 30, 2025, 1:00 PM UTC

“Over 70% of existing Google Cloud customers use its AI products, Pichai said.”

That’s not by choice, of course. It’s difficult-to-impossible to turn off.

Re: Alphabet tops $100B quarterly revenue for first time, cloud grows 34%

#74

Post by jammo » Thu, Oct 30, 2025, 1:02 PM UTC

Imagine what they could do if they focused a little bit more on making TPUs easier to use in real world applications. They are fantastic value but you feel like you're doing so much busy work to use them.

Re: Alphabet tops $100B quarterly revenue for first time, cloud grows 34%

#75

Post by [deleted] » Thu, Oct 30, 2025, 1:03 PM UTC

shubhamjain wrote: post #31

This is one of the reasons I believe Google will ultimately win the AI race once the VC funding tap runs dry. For all its breakthroughs, OpenAI lacks any fiscal discipline. Sam Altman seems convinced that as long as they’re delivering value and have a clear mission, the money will somehow take care of itself. That’s fine for now, but the music will stop playing one day. When it comes to software engineering at scale,…

[deleted]

Re: Alphabet tops $100B quarterly revenue for first time, cloud grows 34%

#76

Post by candiddevmike » Thu, Oct 30, 2025, 1:03 PM UTC

cube00 wrote: post #24

RedShift1 wrote: post #2

We use GCP at work, it works well for what we use it (VMs, container storage, cloud file storage), I wish they would stop deprecating stuff though, it just causes developer busy work with no additional value.

> it works well for what we use it How do you handle the slow console?

Do everything in terraform, never touch the console?

Re: Alphabet tops $100B quarterly revenue for first time, cloud grows 34%

#77

Post by kikkia » Thu, Oct 30, 2025, 1:04 PM UTC

cloudking wrote: post #66

pmsh wrote: post #60

Earlier quoted context omitted.

Basically no.

Well kind of. They use the same data center infrastructure, with internal versions of the external GCP services.

Depends on the service but for the most part googles infra has its own stack that GCP is built on top of. There is always initiatives going on to get more internal stuff running on GCP as opposed to the internal infra directly, but none of them have really stuck that I saw.

Re: Alphabet tops $100B quarterly revenue for first time, cloud grows 34%

#78

Post by candiddevmike » Thu, Oct 30, 2025, 1:06 PM UTC

JCM9 wrote: post #4

Impressive results. Microsoft also reported strong cloud growth yesterday. Amazon reports today. AWS has been slipping and at current growth rates would slip to the number 2 cloud provider in a few years time… let’s see if that trend holds true today.

IMO, if Microsoft and Google are gaining this much, AWS is losing customers and mindshare. I'm not saying they probably won't report growth, but I doubt it's going to be the same as MSFT and GOOG.

Re: Alphabet tops $100B quarterly revenue for first time, cloud grows 34%

#79

Post by brazukadev » Thu, Oct 30, 2025, 1:06 PM UTC

That is a good % of all money going to tech. There is where all the money that pay for wages is going.

Re: Alphabet tops $100B quarterly revenue for first time, cloud grows 34%

#80

Post by blamestross » Thu, Oct 30, 2025, 1:06 PM UTC

christkv wrote: post #48

One question is google it's own customer for GCP?

Not for the purposes of these numbers. They totally use GCP (and even "bill" themselves) but it is all isolated to one "Organization" that often gets special handling.