Google’s rapid AI improvements have lifted its once-beleaguered cloud division, with startups and enterprises now clamoring to build on top of the newly competitive Gemini. And this week, the company is set for its next big moment, as it brings together its stakeholders at the fast-growing Google Cloud Next event in Las Vegas.
Though Google Cloud Platform still trails its rivals in terms of market share, the business is growing fast, with Q4 cloud revenue increasing 48% to $17.7 billion. Meanwhile, Google’s cloud revenue backlog more than doubled in 2025, growing to $240 billion by the end of last year. Google’s also said AI customers on average use 1.8x as many Google products as non-AI customers.
