Rohan Paul· @rohanpaul_ai · X·· 2026-07-23AI 评分57
AI 导读
Google 搜索业务在 Q2 收入同比增长 17% 至 633 亿美元，增速超过去年的 12%，利润率从 40.1% 扩大至 41.8%。搜索单季增量约 90 亿美元，超过其他部门总和，成为支撑整个 AI 建设的现金引擎。同期 Gemini 月活用户达 9.5 亿，模型 API 每分钟处理 220 亿 token。
正文 · 原文
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.
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%.在 X 查看被引用的帖子
来源：Rohan Paul · x.com