Instant Reaction: Alphabet Beats Sales Estimates

Mandeep Singh, a senior tech industry analyst at Bloomberg Intelligence, joins co-host Caroline Hyde from Bloomberg Technology to discuss Alphabet's impressive earnings. They dive into the remarkable 35% growth of Google Cloud, outperforming rivals like Microsoft Azure. The duo also explores the impact of AI on the competitive landscape and how YouTube continues to drive revenue through ads and subscriptions. Their conversation highlights the implications for other tech giants, as well as Alphabet's strategy amid regulatory scrutiny.