Big Tech Companies' Earnings Performance Puts End To 'AI Bubble' Debate

Korean Alpha EN (@korean_alpha_en), Apr 30, 2026, 04:04 UTC

Big Tech Companies' Earnings Performance Puts End To 'AI Bubble' Debate 🖼 Q1 2026 Cloud Earnings: - Google Cloud: +63% year-over-year ($20B, first time ever) - Microsoft Azure: +40% Y/Y - AWS: +28% Y/Y (fastest in 15 quarters) - Meta: +33% year-on-year ($56.3B) Microsoft's AI Business: $37B Annually Converted, +123% Y/Y. Google's Cloud Backlog: $460B. Meanwhile, OpenAI reportedly failed to meet its Q1 internal targets. #AI

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