Google's AI capex is paying off: cloud growth accelerated 60% YoY, backlog up 100%, nearly double the pace of Microsoft (Azure +38%) and Amazon (AWS +28%). Google's integrated vertical AI stack (chip to app) is driving both cloud and core search. In contrast, Meta's DAU decline doesn't justify higher capex, which is driven by memory costs, not top-line acceleration.
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AI spending payoff analysis (with Joumanna Bercetche)
4/30/2026 10:27:44 AM
ndx
Google had an acceleration in cloud growth up 60% year on year, backlog up 100%. Google grew nearly twice as fast as other big tech companies, showing they are succeeding in ROI for AI capex.
4/27/2026 9:40:13 AM short term up 6 days later +2.30% +2.30%
4/24/2026 9:53:00 AM medium term up 21 days later +6.18% +6.18%
4/22/2026 12:50:22 AM short term down 5 days later +0.92% -0.92%
3/19/2026 10:26:26 PM short term down 5 days later +1.11% -1.11%
3/13/2026 6:44:24 AM short term cautious down 7 days later -1.89% +0.95%
3/9/2026 2:08:40 PM short term down 6 days later -1.21% +1.21%
3/9/2026 10:03:43 AM short term down 6 days later -1.21% +1.21%
2/24/2026 7:11:54 PM medium term cautious down 20 days later -2.17% +1.08%
2/19/2026 11:46:00 PM short term down 5 days later +1.27% -1.27%
2/11/2026 10:51:35 AM short term down 5 days later +0.06% -0.06%
2/5/2026 6:10:54 AM short term down 5 days later +0.50% -0.50%
1/29/2026 9:18:07 AM short term cautious down 5 days later -2.59% +1.29%
1/28/2026 1:08:47 AM short term up 5 days later -2.11% -2.11%
1/8/2026 11:03:52 AM short term cautious down 5 days later -1.17% +0.58%
1/8/2026 10:04:31 AM short term down 5 days later -1.17% +1.17%
12/24/2025 8:43:44 AM short term up 5 days later -1.54% -1.54%
12/24/2025 7:08:10 AM short term up 5 days later -1.54% -1.54%
12/23/2025 7:24:06 AM short term up 5 days later -0.51% -0.51%
12/22/2025 9:48:16 PM short term up 6 days later -0.24% -0.24%
12/22/2025 2:42:18 PM short term cautious down 6 days later -0.24% +0.12%
12/19/2025 9:48:49 PM short term up 7 days later +0.25% +0.25%
12/19/2025 10:45:28 AM short term up 7 days later +0.25% +0.25%
12/19/2025 1:45:14 AM medium term up 21 days later +1.28% +1.28%
12/18/2025 11:18:27 PM short term up 5 days later +1.22% +1.22%
12/18/2025 9:42:38 PM short term down 5 days later +1.22% -1.22%
12/18/2025 8:02:41 AM short term cautious down 5 days later +1.22% -0.61%
12/17/2025 11:36:40 AM short term cautious down 5 days later +2.27% -1.14%
12/16/2025 11:40:23 PM short term up 5 days later +3.30% +3.30%
12/11/2025 10:26:28 AM short term cautious up 5 days later -2.18% -1.09%
12/10/2025 11:45:39 PM short term up 5 days later -2.16% -2.16%
12/1/2025 2:08:24 PM short term down 6 days later +0.28% -0.28%
11/28/2025 12:53:14 PM long term up 60 days later +0.83% +0.83%
11/25/2025 8:46:35 PM short term up 5 days later +0.42% +0.42%
11/25/2025 4:59:14 PM short term cautious down 5 days later +0.42% -0.21%
11/25/2025 5:18:20 AM short term up 5 days later +0.42% +0.42%
11/24/2025 11:41:23 PM short term up 6 days later +1.30% +1.30%
11/21/2025 1:49:16 PM short term down 7 days later +1.89% -1.89%
11/21/2025 10:59:48 AM short term down 7 days later +1.89% -1.89%
11/19/2025 1:40:42 PM short term cautious down 5 days later +4.01% -2.00%
11/19/2025 1:30:46 PM short term cautious down 5 days later +4.01% -2.00%
11/18/2025 1:29:07 PM short term cautious down 5 days later +0.95% -0.47%
11/18/2025 10:02:58 AM short term down 5 days later +0.95% -0.95%
11/11/2025 7:51:50 PM short term cautious down 5 days later -2.81% +1.41%
11/11/2025 2:03:07 PM short term cautious down 5 days later -2.81% +1.41%
11/11/2025 2:03:07 PM short term cautious down 5 days later -2.81% +1.41%
11/11/2025 1:10:20 PM short term cautious up 5 days later -2.81% -1.41%
11/11/2025 10:07:03 AM short term cautious up 5 days later -2.81% -1.41%
11/10/2025 2:14:07 PM short term up 6 days later -2.87% -2.87%
11/10/2025 10:55:42 AM short term up 6 days later -2.87% -2.87%
11/10/2025 10:55:42 AM short term up 6 days later -2.87% -2.87%
11/7/2025 10:12:11 AM short term down 7 days later -3.17% +3.17%
11/6/2025 11:18:53 PM short term down 5 days later +1.83% -1.83%
11/5/2025 5:35:23 AM short term down 5 days later +1.61% -1.61%
11/4/2025 2:20:08 PM short term down 5 days later -0.03% +0.03%
10/27/2025 7:25:44 AM short term up 6 days later -0.15% -0.15%
10/2/2025 9:07:28 AM short term up 5 days later +1.42% +1.42%
10/2/2025 9:07:28 AM short term up 5 days later +1.42% +1.42%
10/1/2025 10:25:13 PM short term down 5 days later -0.21% +0.21%
9/26/2025 1:25:54 AM short term down 7 days later +1.49% -1.49%
9/19/2025 10:47:12 AM short term up 7 days later -0.60% -0.60%
9/19/2025 8:51:38 AM short term up 7 days later -0.60% -0.60%
9/19/2025 7:17:12 AM short term up 7 days later -0.60% -0.60%
9/12/2025 7:15:05 AM short term up 7 days later +1.92% +1.92%
9/11/2025 8:51:28 PM short term up 5 days later +0.55% +0.55%
9/10/2025 8:24:03 PM short term sharp up 5 days later +1.17% +1.76%
9/4/2025 9:41:48 AM short term up 5 days later +0.83% +0.83%
9/3/2025 12:19:28 AM short term up 5 days later +0.88% +0.88%
8/29/2025 8:13:51 AM short term up 6 days later +2.29% +2.29%
8/29/2025 8:13:51 AM short term up 6 days later +2.29% +2.29%
8/28/2025 7:11:09 AM short term cautious down 5 days later -+0.00% +0.00%
8/27/2025 1:15:21 AM short term up 5 days later -1.99% -1.99%
8/25/2025 12:19:20 PM short term up 7 days later -1.25% -1.25%
8/21/2025 7:19:44 AM short term down 5 days later +0.29% -0.29%
8/20/2025 11:22:19 PM short term down 5 days later +1.65% -1.65%
8/20/2025 6:36:06 AM short term down 5 days later +1.65% -1.65%
8/20/2025 6:36:06 AM short term down 5 days later +1.65% -1.65%
8/12/2025 8:37:14 AM short term cautious down 5 days later -0.57% +0.28%
8/7/2025 9:54:40 AM short term up 5 days later +1.01% +1.01%
8/5/2025 10:31:22 AM short term cautious down 5 days later +0.91% -0.45%
7/25/2025 12:39:07 PM short term up 7 days later -0.72% -0.72%
7/16/2025 9:14:41 AM short term up 5 days later -0.08% -0.08%
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