Scott Devitt

👤 Speaker

85 total appearances

Appearances Over Time

Alphabet's Ambitious Plans, Trump on Warsh Fed Pick, More

The cloud business was expected to grow 38% and grew 48%.

Alphabet's Ambitious Plans, Trump on Warsh Fed Pick, More

That's a business that's going to be approaching levels of $100 billion of revenue in 2026.

Alphabet's Ambitious Plans, Trump on Warsh Fed Pick, More

And so I think there's a digestion period around this spend and the implications in terms of

Alphabet's Ambitious Plans, Trump on Warsh Fed Pick, More

you know, free cash flow and a DCF.

Alphabet's Ambitious Plans, Trump on Warsh Fed Pick, More

But I think this is very positive for the AI ecosystem overall.

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