Cloud revenue up 35% YoY to $11.4 billion, with operating income (profit) almost $2B.
Other Bets revenue also up from $297M to $388M YoY. Sundar mentioned Waymo is now doing 150K rides/week; if we estimate $20 each * 52 weeks, that's $150M a year, and that's from operating only in limited parts of a few cities (SF, LA, Phoenix).
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[ 3.6 ms ] story [ 17.7 ms ] threadOther Bets revenue also up from $297M to $388M YoY. Sundar mentioned Waymo is now doing 150K rides/week; if we estimate $20 each * 52 weeks, that's $150M a year, and that's from operating only in limited parts of a few cities (SF, LA, Phoenix).
* CapEx is up over 60% YoY – they're spending a lot of money on GPU/TPUs.
The competition between AWS, Azure and GCP is great for customers..