Google's Earnings Were the Best of the Season. Here's Why That Matters.

While Meta and Microsoft beat but spooked investors, Google posted the cleanest AI earnings of the quarter — Cloud up 63%, net income doubled, and demand still outpacing supply. We break down what it means, then go deep on China's staggering 140-trillion-token-per-day AI economy and what it reveals about who's actually winning the global AI race.

Episode metadata supplied by the publisher feed · Published May 5, 2026

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Google's Earnings Were the Best of the Season. Here's Why That Matters.

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