alt Hacker NewsThey 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...
Replies
dangus • today at 2:37 AM
Revenue != Profit
Operating margin has been declining since approximately 3/2025 at Alphabet.
You think Google has no ability to tell us whether a traditional search makes more revenue than an AI Summary search? I think we would be naive to assume they don't know that.
No they choose not to break it out because under accounting principles you can get away with it.
Lmao don’t talk about subjects you clearly are not an expert in.
The only real metric one can use to gauge new investment is the marginal ROIC. Which is very noisy to say the least.