Cloud Wars Live with Bob Evans
Bob Evans
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Google Cloud 390% Backlog Growth: Playing to Win Means Blazing New Trails
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Posted Jul 27, 2026 at 11:20 am.
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Alphabet is embracing massive AI infrastructure investments despite investor backlash, betting that today's spending will secure tomorrow's cloud leadership.
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Dear Andy Jassy: Don't Try to Spin Google Cloud Outgrowing AWS By 2X or 2.5X
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