[spicyramen]

If you look at the finances from last earnings call, most of the income for Google is still Ads, and even though Google Cloud is showing growth, I would be interested to see the real Infrastructure and human investment vs revenue. Either way Cloud business is so huge that Google don't need to be 1st or 2nd, just need to be there and Ads will continue fueling their other ventures

[ignoramous]

I don't remember where I read it, but if we count YouTube and Google Play / Services (incl firebase), would Google Cloud be as big as Azure, then?

[realityking]

Why would you count YouTube as part of GCP? YouTube presumably make most of its money through advertising.

[ignoramous]

Not in terms of revenue that YouTube or Play generate, but in terms of YouTube / Play being a customers of GCP, themselves. In the sense that Amazon are one of the biggest AWS customers.

[mehrdada]

> in terms of YouTube / Play being a customers of GCP, themselves

I don't believe that's a true characterization; not any more correct than considering Search to be a GCP customer. Not true technically nor in terms of revenue booked. A more accurate description would be GCP and YouTube both are built on top of common Google infrastructure (Borg, storage, networking, monorepo/dev infra, etc.)

No idea how true is the latter either, Amazon being an AWS customer.

[scarface74]

It isn’t. I listened to a podcast episode of “screaming in the cloud” where a GCP engineer said that only a few internal Google tools are hosted on GCP.