AI 杀搜故事仍未显现于盈利

So the "AI will kill Search" story still hasn't shown up in the money. Google Search actually sped up, growing 17% this year against 12% a year ago. Search alone added about $9B, more than the rest of the division combined. Interesting part is the margin, which widened to 41.8% from 40.1%. This division is the cash engine quietly funding the whole AI buildout.  > **引用原帖 Rohan Paul (@rohanpaul_ai):** > Google's (Alphabet) Q2 financial report is out. > - Grew revenue 24% to $119.8B YoY, beats estimates, coming in above the roughly $116.9B analysts expected. > - Google Cloud really carried the quarter, with its revenue climbing by 82% to $24.8 B. Its operating margin nearly doubled to 35.6%, and the backlog now sits at $514 B. > - Gemini also gained ground, reaching 950M monthly users and 22B tokens per minute across the model APIs. > - Search revenue grew 17% to $63.3 billion, while YouTube advertising grew by 13%. > https://x.com/rohanpaul_ai/status/2080026671303078240 Rohan Paul (@rohanpaul_ai): AI Overviews and AI Mode, which allow users to make longer, more conversational searches, have driven a rise in search queries and greater user engagement. Google has responded to the rise in use of these AI features by adding more ads.