Alphabet Q3 2026: $127.6B revenue as Google Cloud more than doubles, up 103%

· Founder Xiao M (Max Chiang)

Alphabet reported third-quarter revenue of $127.6 billion, up 25%, with Google Cloud revenue of $30.7 billion, up 103%, which the company attributed mainly to demand for enterprise AI infrastructure and AI solutions. My take: cloud revenue doubling in a year means companies are not just playing with AI, they are paying to run it. The next gap will be between teams whose people actually know how to use it and teams whose people do not.

Source: Alphabet (SEC filing) (opens in a new tab)

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