# 谷歌云收入主要来自TPU系统销售

- 来源：SemiAnalysis (@SemiAnalysis_)
- 发布时间：2026-07-23 04:51
- AIHOT 分数：55
- AIHOT 链接：https://aihot.virxact.com/items/cmrwkad35009irojg2jyrhomz
- 原文链接：https://x.com/SemiAnalysis_/status/2080033016768774202

## AI 摘要

谷歌云本季度收入主要来自TPU系统销售，标志着其从云服务商向硬件供应商的转变。这是谷歌首次在财报中使用“primarily”这一措辞，服务利润率略弱但整体业绩非常强劲。

## 正文

BREAKING： WE KNOW PRODUCTS IS A PART OF GOOGLE CLOUD AND NOT THE MAJORITY OF REVENUE

TPUs got sold in the quarter， services margin is a bit weak， but very very strong print

### 引用推文

> SemiAnalysis：BREAKING: GOOGLE CLOUD GENERATES REVENUE PRIMARILY FROM THE SALE OF TPU SYSTEMS! $GOOG Google Cloud has shifted from being a cloud to a hardware vendor, and thi...