Overview

• Alphabet’s Q2 revenue rose 14 percent year on year to $96.43 billion, with net income climbing 19.4 percent to $28.2 billion.
• Google advertising revenue increased 10.4 percent to $71.34 billion, led by YouTube ads growing 13 percent to $9.8 billion.
• Google Cloud saw revenue surge nearly 32 percent to $13.6 billion, supported by a June deal to host OpenAI’s ChatGPT workloads.
• AI Overviews and other generative features lifted search volumes by around 10 percent, reshaping user engagement and publisher traffic patterns.
• Alphabet boosted its 2025 AI infrastructure budget by $10 billion to $85 billion in response to accelerating demand for compute and talent.