Google Cloud Q2 营收增长 82% 至 248 亿美元

Really robust Google cloud growth. Cloud revenue increased 82% year-over-year in this quarter. Nearly hits $100 B annual run rate Remaining performance obligations (RPOs), or contracts that Google still has to deliver on, hit $514 B. Wall Street analysts were projecting $488 B. For some context, big Tech is expected to spend well over $700 B this year primarily on AI, while Morgan Stanley has ​pegged the estimated spend at more than $1 trilion for the next year. Google’s financial results is the first major test this earnings season for the massively rising capital expenditure trade behind the AI boom. Google Cloud is also benefiting from the deal with Anthropic. Anthropic’s existing TPU consumption likely lifted Q2 revenue as Google brought portions of the promised 1M-TPU capacity online during 2026, billing training and inference usage through Google Cloud. For context on the deal, Anthropic first committed to buying up to 1M Google TPUs, worth tens of billions, adding over 1GW during 2026. It later expanded that arrangement with Google and Broadcom to 5GW of next-generation TPU capacity beginning in 2027, while keeping AWS as its primary cloud and training provider.  > **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