AI Push Provides a Boost to GOOGL's Cloud Business: More Upside Ahead?

Key Takeaways Alphabet's Google Cloud revenues jumped 35.8% in 2025, with backlog surging 55% to $240 billion. GOOGL is riding strong AI demand, with Gen AI product revenue up nearly 400% in Q4 2025. Alphabet plans $175B-$185B in 2026 capex as it battles Amazon and Microsoft in cloud. Alphabet (GOOGL) is riding on a strong Google Cloud prospect, which accounts for 14.6% of GOOGL’s 2025 revenues. Google Cloud revenues jumped 35.8% over 2025’s reported figure to $58.71 billion. The top line benefited from gro ...