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simonwyesterday at 9:02 PM2 repliesview on HN

They don't publish their AI spending, revenue, and profit - but they do tend to break out other non-AI segments of their companies which can demonstrate that at least part of their growth isn't relevant to AI.

Page 24 of Amazon's 2025 report for example https://www.sec.gov/Archives/edgar/data/1018724/000101872426... separates AWS from the rest of the company.

Or Google/Alphabet's 2025 report https://www.sec.gov/Archives/edgar/data/1652044/000165204426... page which breaks out search revenue and YouTube revenue.


Replies

solid_fuelyesterday at 10:29 PM

> They don't publish their AI spending, revenue, and profit - but they do tend to break out other non-AI segments of their companies which can demonstrate that at least part of their growth isn't relevant to AI.

So the previous statement that "As public companies, the megascalers publish pretty detailed financial reports" is incorrect and irrelevant to the question that was asked.

GlacierFoxyesterday at 10:06 PM

[flagged]

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