Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of GOOG | Best Of | Favourites & Replies | All Boards | Post of the Week! ¤
Search GOOG
Shrewd'm.com Merry shrewd investors
Best Of GOOG | Best Of | Favourites & Replies | All Boards | Post of the Week! ¤
Search GOOG


Stocks A to Z / Stocks G / Alphabet (GOOG)
Unthreaded | Threaded | Whole Thread (2) |
Author: BreckHutHigh   😊 😞
Number: of 267 
Subject: Re: Kurian on Cloud Growth
Date: 09/10/2025 8:32 AM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 2
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.

Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (2) |


Announcements
Alphabet FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of GOOG | Best Of | Favourites & Replies | All Boards | Followed Shrewds