Keep pulling the thread on Earnings Roundup.
Alphabet's Cloud business grew 82% in the recent quarter.
Alphabet's Cloud business is now operating at a $100 billion run rate.
Tesla missed earnings expectations, reporting $0.33 per share versus an expected $0.51.
Tesla plans to spend $25 billion in CapEx this year.
Alphabet is projected to have negative free cash flow next year due to increased CapEx investment.
In the current market, 1 gigawatt of data center capacity is equivalent to $25 billion in revenue.
The most common vehicle traded in for a Tesla is now a Toyota hybrid, according to Edmunds.
Alphabet's API token consumption for its Gemini models increased from 16 billion to 22 billion per minute in the last quarter.
90% of Fortune 100 companies are using Gemini Enterprise.
Alphabet's cloud backlog was lower than the whisper number and is lower than Microsoft's cloud backlog.
Anthropic is one of Google Cloud's main customers.
The Gemini app's 950 million monthly active users is a reflection of Google's high attach rate from search and its operating system, not necessarily market share gains from ChatGPT.