# Google Cloud Q2 营收同比增长82%，运营利润率近乎翻倍

- 来源：Rohan Paul (@rohanpaul_ai)
- 发布时间：2026-07-23 04:47
- AIHOT 分数：73
- AIHOT 链接：https://aihot.virxact.com/items/cmrwk6yyu0040rojgnz8mixhn
- 原文链接：https://x.com/rohanpaul_ai/status/2080032108370956676

## AI 摘要

Google Cloud Q2 营收同比增长82%至248亿美元，运营利润率近乎翻倍至35.6%，剩余履约义务达5140亿美元，超华尔街预期。与Anthropic的TPU交易贡献显著，后者承诺购买多达100万颗Google TPU。Alphabet整体营收增长24%至1198亿美元。

## 正文

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.

### 引用推文

> Rohan Paul：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. - Goo...