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Google's All-in on AI Drives Surge in Cloud Business: Can It Sustain in the Future?

$Alphabet-C (GOOG.US)$ 's Q4 cloud revenue surged 48%, with this year's spending guidance nearly doubling and far exceeding expectations. After-hours trading saw its stock initially drop 7.5%, then briefly rebound to gain over 4%, before turning lower again.
1. Google Cloud's 48% growth is mainly from AI business, how long can this high growth rate last?
2. Google plans to nearly double AI spending - opportunity or risk?
$Alphabet-C (GOOG.US)$ 's Q4 cloud revenue surged 48%, with this year's spending guidance nearly doubling and far exceeding expectations. After-hours trading saw its stock initially drop 7.5%, then briefly rebound to gain over 4%, before turning lower again.
1. Google Cloud's 48% growth is mainly from AI business, how long can this high growth rate last?
2. Google plans to nearly double AI spending - opportunity or risk?
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