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Cloud Backlog

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AI Backlogs Signal Real Revenue for Amazon, Alphabet, and Microsoft
technology1 month ago

AI Backlogs Signal Real Revenue for Amazon, Alphabet, and Microsoft

Earnings show Amazon, Alphabet, and Microsoft turning AI infrastructure into revenue, with combined cloud backlog rising from about $800 billion to over $2.3 trillion in signed commitments. Capacity constraints kept GPU prices rising (Nvidia H100 rentals up ~63%), while Oracle trails on debt. The trio funds expansion with massive free cash flow, suggesting durable profits from AI—not just hype—making them potentially safer, long‑term AI investments.

via 24/7 Wall St.|
#artificial-intelligence#cloud-backlog#free-cash-flow
SAP climbs on cloud backlog as markets tilt mixed ahead of Friday trade
markets1 month ago

SAP climbs on cloud backlog as markets tilt mixed ahead of Friday trade

SAP rose about 3% in pre-market trading after reporting a 27% YoY jump in cloud order backlog to €22.9B and €9.88B in revenue, beating forecasts. The broader picture shows a mixed open for European markets as oil hovers near $100 per barrel amid Middle East tensions and AI-related spending fueling yields; Asia stocks were broadly lower with notable moves in SK Hynix and SoftBank, and the U.S. is set to impose tariffs on 60 countries.

via CNBC|
#cloud-backlog#markets#oil-prices
SAP shares slide as cloud-backlog miss spooks investors
business7 months ago

SAP shares slide as cloud-backlog miss spooks investors

SAP’s shares fell as much as 14% after Q4 cloud backlog rose 16% to €21.1 billion, missing forecasts of roughly 26% growth and signaling a deceleration in 2026; overall revenue reached €9.7 billion and operating profit €2.6 billion, while management said the quarter laid a foundation to accelerate growth through 2027 despite investor concerns about AI and legacy software dynamics.

via CNBC|
#ai#business#cloud-backlog