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Author: longtimebrk ✧  😊 😞
Number: of 267 
Subject: Kurian on Cloud Growth
Date: 09/09/2025 8:21 PM
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https://www.cnbc.com/2025/09/09/google-cloud-chief...

Google’s
cloud chief Thomas Kurian on Tuesday explained how the tech giant is already monetizing its various artificial intelligence services to generate revenue.

“We’ve made billions using AI already,” said Kurian, speaking at the Goldman Sachs Communacopia and Technology Conference in San Francisco.

Kurian said that Google Cloud’s backlog of customer demand is growing faster than its revenue.

“Our backlog is now at $106 billion — it is growing faster than our revenue,” he said. “More than 50% of it will convert to revenue over the next two years.”
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Author: BreckHutHigh ✧  😊 😞
Number: of 267 
Subject: Re: Kurian on Cloud Growth
Date: 09/10/2025 8:32 AM
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Full transcript of Kurian's presentation here (hope the link works):
https://www.publicnow.com/view/EA6BFD9979B166E8AFC...

"And then finally, we also upsell people as they use more of it from one version to another, because we have higher-quality models, more quota, and other things in higher priced tiers. Because of this, we're capturing new customers faster. As I said, we've seen 28% sequential quarter-over-quarter growth in new customer wins in the first half of this year. Nine of the ten top ten AI labs and nearly all the AI unicorns are our customers."

Wow.

He speaks to some use cases and how GOOGL cloud differentiates themselves form the others.

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