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US Top News and Analysis | Google cloud growth tops Microsoft and Amazon as all three beat estimates on AI demand AI generated summary, Read the full article for complete information. In the first quarter, the three leading cloud providers all surpassed analyst expectations, with Google posting the most striking growth—its cloud revenue jumped 63% to $20.03 billion, the fastest expansion since the segment was separated in 2020. Amazon Web Services saw a 28% increase to $37.6 billion, while Microsoft’s Azure and other cloud services rose 40%, beating estimates. The surge is driven by soaring demand for artificial‑intelligence models and services, as Google pushes its Gemini AI and tensor‑processing units, Amazon expands its Bedrock AI platform, and Microsoft reports a doubling of customers using Anthropic and OpenAI models. Together, the trio expects to spend nearly $600 billion on capital expenditures this year, even as smaller “neocloud” players capture about 5% of the market. Read more: https://www.cnbc.com/2026/04/30/google-microsoft-and-amazon-all-report-cloud-beats-in-earnings.html #Google #Amazon #Microsoft #SundarPichai #OpenAI #Anthropic #Nvidia #SynergyResearch #CoreWeave #Nebius #

US Top News and Analysis | Wall Street is getting bullish on neoclouds. These stocks hold more risk than other AI plays AI generated summary, Read the full article for complete information. Wall Street is getting bullish on neoclouds—AI‑dedicated computing infrastructure firms that differ from established hyperscalers like AWS, Google Cloud and Azure—by betting that their specialist focus will let them offer cheaper compute for AI workloads. Companies such as CoreWeave, Lambda Labs, WhiteFiber, Nebius, Crusoe, TensorWave and Genesis Cloud are raising large amounts of debt to expand capacity, but analysts warn profitability may take longer than markets expect and that high leverage could force acquisitions or defaults; CoreWeave’s stock has swung wildly and Nebius’s $4.3 billion debt issuance triggered a 20% price drop. Despite these risks, demand for GPU‑intensive AI services appears real, with clients like SoftBank reporting significant productivity gains, yet the sector still faces the broader AI risk that commercial adoption may plateau before the heavy capex can be recouped. Read more: https://www.cnbc.com/2026/04/25/wall-street-is-getting-bullish-on-neoclouds-these-stocks-hold-more-risk-than-other-ai-plays.html #CoreWeave #Nebius #NASDAQ