>The comparisons between GCP and AWS are sobering. AWS booked $13.5 billion operating income on $45.4 billion revenue and is growing at 30% YoY. yep, AWS spent

>The comparisons between GCP and AWS are sobering. AWS booked $13.5 billion operating income on $45.4 billion revenue and is growing at 30% YoY. yep, AWS spent 30B and got 45B, Google spent 18B and got 13B, that is 2X+ difference in bang-for-buck. And that is without full effect of Graviton2,3, etc. which provides like 1.5x leap in perf/price and perf/energy. With Google loosing that much money one can wonder whether the bean counters there would even risk investment in their own ARM platform and without it the GCP would lose to AWS completely. It is pretty rare for a company to successfully move down the stack as the margins are typically lower there. The GCP numbers illustrate the case very well.