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dangusyesterday at 12:45 PM2 repliesview on HN

And if AI was making lots of money they’d break it out and proudly display it in their financials on its own.


Replies

nlyesterday at 12:58 PM

They can't break it out because it is embedded in other services.

But to quote:

> Overall, we’re seeing our AI investments and infrastructure drive revenue and growth across the board.

and

> Revenue from AI solutions built by our partners increased nearly 300% year-over-year, and commitments from our top 15 software partners grew more than 16X year-over-year.

https://blog.google/company-news/inside-google/message-ceo/a...

show 2 replies
grtteeeyesterday at 12:59 PM

Yep lol. Every investor and portfolio manager in the world is begging for a signal to say the returns really are coming on all this capex spend.