Rohan Paul· @rohanpaul_ai · X·· 2026-07-23AI 评分75
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Google Q2 资本支出同比增长 100% 至创纪录的 449.2 亿美元，年化接近 1800 亿美元。其 Q2 营收增长 24% 至 1198 亿美元，Google Cloud 营收飙升 82% 至 248 亿美元，运营利润率近乎翻倍至 35.6%。Gemini 月活用户达 9.5 亿，模型 API 每分钟处理 220 亿 token。
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Google’s Q2 capex bill incrased by 100% year over year: a record $44.92B, annualizes near $180B 🚀
Morgan Stanley has forecasted hyperscaler capex will rise from ~$800B in 2026 to $1.2T in 2027.
Goldman Sachs research predicts $765B hyperscalers capex annually in 2026 and $1.6T by 2031.
McKinsey estimates $6.7T through 2030, including $5.2T for AI-ready data centers alone.
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