The biggest highlight was Google Cloud, which surged 63% with operating income tripling. This signals a key shift: AI is not just driving growth, but also profitability. Management emphasized that enterprise AI is now the main growth engine, further supported by moves like selling its TPU chips directly.
Overall, this reinforces Alphabet’s full-stack AI strategy—from infrastructure to applications. With strong demand, rising adoption of Gemini, and sustained investment capacity, the company is proving that AI monetization is already real and accelerating.
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