Morgan Stanley Raises Alphabet Target to $415, Bullish on Google Cloud Hitting $308 Billion by 2028
Source：
www.techflowpost.com
The report estimates that Google will add 9 GW of computing capacity in 2028, with 7 GW from self-developed TPUs and 2 GW from NVIDIA GPUs. Based on this, Morgan Stanley predicts Google Cloud revenue will reach $308 billion in 2028 ($229 billion from core cloud services plus $79 billion from external TPU sales), with Cloud EBIT reaching $132 billion, accounting for 46% of the entire company.
