Alphabet's cloud business shows strong growth with a $514 billion backlog of signed contracts, signaling future revenue visibility. Q2 revenue rose 24.2%, driven by AI-enhanced Search and Google Cloud's 82% growth. Despite increased debt and capital expenditure, management's consistent earnings beats and dividend raises support long-term confidence. The author prefers Alphabet over Microsoft and Amazon due to faster growth and lower valuation, tracking backlog growth as a key investment indicator.
Alphabet's shares trade at USD 354.23 on Pluang as of Oct 13, 2026 19:44 WIB, showing a modest 0.43% gain in the past day. Microsoft and Amazon are priced at USD 542.87 and USD 259.28 respectively, with Microsoft up 0.32% and Amazon down 0.10% over the same period. Pluang users currently favor buying Alphabet with 60% buy orders, contrasting with heavier sell activity for Microsoft and Amazon.
The Asia-Pacific sustainable data center market is projected to grow from $16.74 billion in 2025 to $57.18 billion by 2031, at a CAGR of 22.7%. Growth is fueled by rising demand for AI, cloud computing, and hyperscale infrastructure, prompting invest...
Alphabet and Amazon each plan to invest about $200 billion in AI data centers by 2026, but Alphabet is showing faster revenue growth from its spending. Google Cloud revenue surged 82% in Q2, outpacing Amazon Web Services' 37% growth, indicating Alpha...
Alphabet Inc.'s stock has surged 79% since July 2025, fueled by its acquisition of Wiz and a strategic shift to multi-cloud security. The company's Google Cloud Platform (GCP) growth is driven by AI-powered security features, adoption of the Gemini A...
Broadcom is building its AI business by co-designing custom chips and networking solutions for major hyperscalers under long-term contracts, unlike Nvidia which sells GPUs broadly. This approach has secured multi-year deals with companies like Google...
Google introduced the Fitbit Edge, a new wearable priced at $179.99, positioned between the Fitbit Air and Pixel Watch. It features a slim band with an OLED display for maps, notifications, weather, and music controls. The device supports Google Heal...
