Alphabet Inc. (NASDAQ:GOOGL) is one of the Best Stocks to Invest in for the Next 5 Years. On September 9, Bloomberg reported that Alphabet Inc. (NASDAQ:GOOGL)’s Google cloud computing division has up to $106 billion in commitments. These are from existing customer contracts that are yet to be fulfilled, reported Bloomberg while quoting the division’s CEO, Thomas Kurian. Notably, a minimum of 55%, or $58 billion, is anticipated to turn into revenue earned by the company over the upcoming 2 years as those services are delivered.
Alphabet (GOOGL)’s Google Cloud Computing Division Has Upto $106 billion in Commitments, Reports Bloomberg
Bloomberg further reported that Alphabet Inc. (NASDAQ:GOOGL) is one of the tech companies focused on building out data center capacity to cater to increased demand for AI processing. In Q2 2025, Google Cloud revenues rose 32% to $13.6 billion, led by growth in Google Cloud Platform (GCP) throughout core GCP products, AI Infrastructure, and Generative AI Solutions. Cloud had a healthy Q2 2025, which was reflected by strong growth in revenues, backlog, and profitability. Its annual revenue run rate is now over $50 billion.
SaltLight Capital, an investment management company, has released its Q2 2025 investor letter. Here is what the fund said:
“To illustrate our approach to navigating these uncertainties, we turn to our recent investment in Alphabet Inc. (NASDAQ:GOOGL), which exemplifies balancing innovation risks with established strengths.
While we acknowledge the potential of GOOGL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
Story Continues