By Bob Evans
Publication Date: 2026-02-05 16:00:00
Google Cloud’s stunning 48% Q4 growth proves that it has become the cloud and AI vendor of choice for enteprise customers as Google Cloud generated $2.5 billion in incremental quarter-to-quarter revenue, topping the comparable figure of $2.4 billion for Microsoft Cloud.
This is a monumental achievement for Google Cloud for a number of reasons:
1. Winning the future: While Microsoft Cloud is unquestionably the world’s largest cloud and AI vendor with revenue almost 3X as large as Google Cloud ($51.5 billion to $17.7 billion), its ability to win more incremental quarter-to-quarter business than Microsoft Cloud shows that while Microsoft Cloud has dominated the past, Google Cloud is winning more of the future business.
2. Size matters — but it’s not the only thing that matters: It’s essential to bear in mind that this forward-looking victory for Google Cloud comes in spite of the fact that Microsoft Cloud’s total revenue is 3X larger than that…