Key Takeaways Google Cloud drove 28.1% revenue growth, now 13.6% of Alphabet's total Q1 2025 revenues. AI tools and GPU partnerships are boosting Google Cloud's appeal to enterprise clients. New deals with BBVA and Ecobank expand Google Cloud's reach across global banking and Africa.Alphabet (GOOGL) has been benefiting from a growing Google Cloud business that accounted for 13.6% of total revenues in the first quarter of 2025. Google Cloud revenues jumped 28.1% year over year to $12.26 billion, driven by ...

Core Viewpoint - Nvidia's stock has historically presented buying opportunities after significant declines, and the current situation appears to be similar, with a potential rebound expected before the earnings announcement on May 28 [1]. Group 1: Earnings Performance - Nvidia has a strong track record of exceeding earnings expectations, having beaten consensus estimates by at least 5% in each of the last four quarters [3]. - The upcoming earnings report on May 28 is anticipated to act as a catalyst for the stock, as quarterly updates often influence share prices positively [2]. Group 2: Customer Insights - Major customers like Amazon, Microsoft, and Google have expressed positive sentiments regarding Nvidia's products, indicating strong demand for its AI chips and GPUs [6][7][9][10]. - Amazon's CEO noted aggressive installations of Nvidia AI chips, while Microsoft highlighted demand outpacing capacity for AI services, suggesting a favorable outlook for Nvidia [7][9]. Group 3: Product Demand - Nvidia's new Blackwell GPUs are experiencing "extraordinary" demand, with $11 billion in revenue reported, marking the fastest product ramp in the company's history [11]. - The company plans to launch the Blackwell Ultra GPU in the second half of the year, with expectations for a positive outlook regarding next-generation chips in the upcoming earnings report [12].