Oracle just nuked expectations 🤯☁️

What we’ll cover today:

⚡ Google Cloud’s $106B backlog and AI upsell strategy

⚡ Oracle’s $455B cloud contracts that stunned Wall Street

⚡ SaaS leaders calling it the “seismic shift” in cloud computing

Google Cloud’s AI Money Machine 💸🤖

Google Cloud, led by Thomas Kurian, is turning AI into real cash, making billions already while competing with Microsoft and Amazon.

🚨 Breaking News:
Google Cloud’s $106B backlog is growing faster than revenue, with 50% set to convert into cash over the next 2 years.

⚡Wire Simplified –

• Google already made billions using AI (yes, actual billions, not Monopoly money).

• Customers pay by usage: tokens, GPUs, TPUs, or AI-powered customer support.

• Subscriptions like Google Workspace and Google AI Ultra ($249.99/month!) are booming.

• Upselling: Once you’re in, Google finds ways to make you pay more.

• New customer wins grew 28% in the first half of 2025.

✔️ Straight to the Point:
Google Cloud is minting money from AI with subscriptions, upsells, and token usage. Think Netflix but for AI.

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Oracle Leaves Wall Street in Shock 🤯📈

Oracle, the software giant, shocked analysts after an earnings call, with projections so massive even Wall Street sat up straight.

🚨 Breaking News:
Oracle’s cloud business is set to grow 10x in 5 years, with contracts worth billions pushing its market cap near $870B.

⚡Wire Simplified –

• Stock jumped 28% after-hours, biggest rally since the 1999 dot-com boom.

• Oracle projects cloud revenue hitting $144B by 2030 (from $18B today).

• Signed four multi-billion-dollar contracts last quarter (including OpenAI for data centers).

• Remaining performance obligations surged to $455B, up 359% year-over-year.

• Analysts called the numbers “staggering,” though some warn it is mainly capacity offloaded from rivals.

✔️ Straight to the Point:
Oracle just told Wall Street it is not just in the cloud game, it is trying to own the entire sky. Investors loved it.

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