u/Wildsoyabean1

Google just blew its cloud revenue with yoy growth at 63 percent. Primary driven by ai.

There a small very small maybe very very tiny chance that baba might do the same thing this quarter

Baba growth rate for reference

Q3 FY2026 (Dec 2025 Quarter): 36% Year-over-Year (Y/Y) growth.

Q2 FY2026 (Sep 2025 Quarter): 34% Y/Y growth (with external revenue growing at 35%).

Q1 FY2026 (Jun 2025 Quarter): 26% Y/Y growth.

Q4 FY2025 (Mar 2025 Quarter): ~18% - 20% Y/Y growth range