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The Cloud Pod · May 13, 2026
353: Don't Be Evil Unless the Government Asks Nicely
“Q1 2026 earnings: $20.02B revenue (+63% YoY), enterprise AI primary growth driver, $460B backlog, CapEx guidance raised to $180-190B, stock up $40 since earnings”
Cloud Earnings and AI Infrastructure SpendingLinux Kernel 7.0 and Rust StabilityGitHub Availability and Scaling Challenges
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