# Cloud Computing Giants: Long-Term Investment

Page: https://stenobird.com/podcast/business-finance-news-today-2-min-news-the-daily-news-now-7726192/cloud-computing-giants-long-term-investment
Text version: https://stenobird.com/podcast/business-finance-news-today-2-min-news-the-daily-news-now-7726192/cloud-computing-giants-long-term-investment.md
Podcast: [Business News Today | 2 Min News | The Daily News Now!](https://stenobird.com/podcast/business-finance-news-today-2-min-news-the-daily-news-now-7726192)
Published: 2026-05-16T16:08:28+00:00
Episode link: https://api.fastcast.ai/audio/c79b7c82-cabd-4ab1-9bd5-f7aa065f5d43.mp3
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Duration seconds: 128

## Resource

Cloud Computing: The AI-Driven Future - This episode delves into the long-term investing potential of cloud computing, with a focus on AIs impact. The big players, Alphabet, Amazon, and Microsoft, are solid bets for the next decade, with cloud computing being their fastest-growing segment. Amazons AWS saw a 28% growth in Q1, while Alphabets Google Cloud experienced a 63% revenue jump. Despite high infrastructure spending, operating cash flow might be a fairer way to value these companies. Support the show: Get a discount at https://solipillow.com/discount/dnn. Advertise on DNN: advertise@thednn.ai This is an automated, high-level news summary based on public reporting. Report issues to feedback@thednn.ai. View sources & latest updates: https://sources.thednn.ai/a7cfb6403d6fb8e1

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## Transcript

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