WuBlockchain Weekly Outlook: Cloud revenue is soaring. But AI infrastructure isn't free. Azure grew 43%, Google Cloud 82 | Hanami
WuBlockchain Weekly Outlook: Cloud revenue is soaring. But AI infrastructure isn't free. Azure grew 43%, Google Cloud 82%, and AWS 37%. Microsoft, Alphabet and Amazon now face an earnings test as the Fed, ECB and BOJ decide rates. Strong growth alone may not protect tech valuations.(Historical earnings: For fiscal 2026Q2 (period ended 2026-06-30), Amazon reported basic EPS of 8.64, diluted EPS of 8.53, and net income of USD 135.281 billion.
Consensus expectations: For the upcoming 2026Q3 event on 2026-10-29, consensus EPS is 1.9579 and consensus revenue is USD 202.203 billion.)