JUST IN: Alphabet topped Wall Street estimates for quarterly cloud revenue growt

Google Cloud pulls ahead as Big Tech's AI bet swells to $700 billion reut.rs/4tGVjN4

Google's cloud business is thriving, as companies adopting its AI and AI infrastructure services help the tech giant to report record profits.

Baidu beats Q1 revenue estimates as AI cloud surge offsets ad slump reut.rs/49UTILL

Applied Materials sees quarterly revenue above estimates on sustained AI spending reut.rs/4uTHvzk

Amazon tops cloud expectations on strong AI demand, shares dip reut.rs/4tS1Pkj

Google Cloud topped $20B in quarterly revenue for the first time, fueled by surging demand for AI. But capacity constraints mean it could have grown even faster.

Twilio raises annual revenue growth forecast on AI-driven demand, shares jump reut.rs/4uqq3Ci

Google, Blackstone to launch AI cloud venture to meet data centre demand reut.rs/4uPUrpE