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Alphabet Leans on AI to Drive Q2 Gains, Raises Infrastructure Spending to $85 Billion

Google’s AI-powered summaries drove a 10 percent jump in search queries that propelled ad and cloud revenue past expectations.

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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.