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Google cloud growth tops Microsoft and Amazon as all three beat estimates on AI demand

CNBC · Apr 30, 2026, 3:58 PM · Also reported by 2 other sources

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  • All three top cloud infrastructure providers surpassed analyst estimates in earnings reports late Wednesday, but Google was the standout, generating its fastest growth rate on record.
  • Google is chasing Amazon Web Services and Microsoft Azure in the public cloud market, which is booming as demand soars for access to artificial intelligence models and services.

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All three top cloud infrastructure providers surpassed analyst estimates in earnings reports late Wednesday, but Google was the standout, generating its fastest growth rate on record.

Google is chasing Amazon Web Services and Microsoft Azure in the public cloud market, which is booming as demand soars for access to artificial intelligence models and services. All three vendors provide a suite of tools for building and running companies' products, and they also offer an array of their own AI models and specialized hardware.

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