Rohan Paul@rohanpaul_ai

2026-07-23 04:36· 1天前

AI 摘要

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。

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.

Rohan PaulGoogle'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...

Google搜索行业动态

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Rohan Paul@rohanpaul_ai · X

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2026-07-23 04:36·1天前

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AI 摘要

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.