Google Cloud, a business under parent company Alphabet that provides enterprise AI solutions, reported a 63% increase in revenues in the first quarter of 2026. However, concerns were raised about capacity-constrained operations within the business. The company attributed this growth to strong performance in the Google Cloud Platform, which grew at a higher rate than the company's overall revenue growth. The growth was driven by strong demand for Gemini Enterprise and AI solutions. Despite this, CEO Sundar Pichai warned that there were constraints to this growth, noting that Google Cloud’s backlog had doubled to $462 billion and that the company sees “extraordinary opportunities” ahead.