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Is Google Cloud a $1 Trillion Business?

Don't underestimate the potential of Google Cloud.

By Travis Hoium – Jun 12, 2025 at 11:58AM EST

Is ChatGPT disrupting Google Search? The data doesn't support that, and OpenAI may now be using Google's cloud services to power ChatGPT, which will be a tailwind for Google in building a $1 trillion cloud business.

*Stock prices used were end-of-day prices of June 10, 2025. The video was published on June 11, 2025.

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About the Author

Travis Hoium
Travis Hoium is a contributing Motley Fool stock market analyst covering solar energy, technology, and growth stocks. Before The Motley Fool, Travis was a mechanical engineer at 3M and founded a virtual reality company. He holds a bachelor’s degree in mechanical engineering and a master’s degree in business administration from the University of Minnesota.
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Suzanne Frey, an executive at Alphabet, is a member of The Motley Fool's board of directors. Travis Hoium has positions in Alphabet. The Motley Fool has positions in and recommends Alphabet, Microsoft, and Nvidia. The Motley Fool recommends the following options: long January 2026 $395 calls on Microsoft and short January 2026 $405 calls on Microsoft. The Motley Fool has a disclosure policy. Travis Hoium is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool.

Stocks Mentioned

Alphabet Stock Quote
Alphabet
NASDAQ: GOOG
$339.42
(+2.00%)+$6.65
Microsoft Stock Quote
Microsoft
NASDAQ: MSFT
$422.80
(+0.60%)+$2.54
Alphabet Stock Quote
Alphabet
NASDAQ: GOOGL
$341.76
(+1.71%)+$5.74
Nvidia Stock Quote
Nvidia
NASDAQ: NVDA
$201.67
(+1.67%)+$3.32

*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.

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