“Wang: GOOGL Shines Among Hyperscalers, ORCL "One of Most Efficient Clouds"”
Google's strong fundamentals (complete tech stack, 82% YoY cloud growth, market share gains) suggest a potential buying opportunity despite recent stock decline.
For example, for Gemini, Google was in the headlines look at Google, right ? Google is doing great because what they have, from the chip to the agent side, is the most complete technology available today.
They are thinking of placing TPUs in space. So the matter is quite clear. What people are worried about is, do they have enough money to keep working? I mean, are they generating enough revenue to cover their planned capital expenditures ? And the answer is yes.