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Alphabet’s Cloud Backlog Signals $40B Revenue Opportunity as AI Demand Surges

Alphabet’s Cloud Backlog Signals $40B Revenue Opportunity as AI Demand Surges

Author:

Global Cryptocurrency

Published:

2025-12-02 13:57:02

22

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BTCCSquare news:

Guggenheim's Michael Morris lifts Alphabet's price target to $375, citing a $155 billion cloud backlog that grew 46% sequentially. The analyst contends Wall Street underestimates revenue potential by ~$40 billion as enterprises rush AI adoption.

YouTube maintains streaming dominance while Google Gemini shows rapid adoption. Alphabet shares have surged 68% YTD, with 13% gains in the past month alone.

Cloud infrastructure becomes the new battleground. Google's $155B backlog—expanding at a 46% quarterly clip—now represents untapped revenue exceeding most analysts' models. 'When enterprises start prepaying for AI capacity, you pay attention,' Morris notes.

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