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Alphabet's quarterly filing shows that, as of 30 September 2026, the revenue backlog tied to Google Cloud, meaning signed customer commitments not yet recognized as revenue, stood at $560.8 billion, out of $567.7 billion for all of Alphabet

SourceAlphabet, Form 10-Q·Q3 2026

Verified 2026-11-10

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Why it matters

A huge pile of signed but undelivered cloud contracts shows customers have committed to years of AI computing spending, which underpins Alphabet's heavy data-centre investment.

AlphabetGOOGL
Price
$289.88
30D
-18.52%
AI share of revenue
Not disclosed

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