GOOGL, AMZN, MSFT and META: Hyperscalers Growth, CapEx, FCF and Revenue Backlog // NVDA mentions in earnings calls **Hyperscalers Quarterly Growth** * GOOGL: Cloud revenue $20.03 billion (up 63.38% YoY) and Ads revenue $77.25 billion (up 15.49% YoY) * AMZN: Cloud revenue $37.59 billion (up 28.43% YoY) and Ads revenue $17.24 billion (up 23.85% YoY) * MSFT: Intelligent Cloud revenue $34.68 billion (up 29.64% YoY). Azure specific growth 40%. * META: Ads revenue $55.02 billion (up 32.93% YoY) ----------- **Quarterly CapEx** * GOOGL: $35.7 billion (up 197.5% YoY) * AMZN: $44.1 billion (up 67% YoY) * MSFT: $31.9 billion (up 49.1% YoY) * META: $19.8 billion (up 44.5% YoY) --------- **Quarterly Free Cash Flow** * GOOGL: $10.1 billion (down 46.8% YoY) * AMZN: $1.2 billion (down 95.4% YoY) * MSFT: $14.8 billion (down 17.3% YoY) * META: $12.4 billion (up 19.2% YoY) ----------- **Revenue Backlog** * GOOGL: $461 billion (up 185% YoY) * AMZN: $268 billion (up 54% YoY) * MSFT: $633 billion (up 94% YoY) * META: N/A as short…