Post by Rihard Jarc on X
Rihard Jarc@RihardJarc
X$GOOGL a monster cloud number:
Google cloud revenue +82% YoY, big acceleration
But even more valuable is the MARGIN. Cloud margin up from about 21% to about 36%.
The compute shortage is gift to hyperscalers.
587 likes22 repliesPosted Jul 22, 2026