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我小白菜来了
#谷歌云业务增长82%，AI投入回报如何？ #谷歌云业务增长82%，AI投入回报如何？
谷歌Q2云营收247.7亿美元，同比暴涨82%，营业利润同比翻三倍，营业利润率抬至35.6%，积压订单5140亿，Gemini企业版在财富百强渗透率接近90%，AI算力+模型方案是增长核心，自研TPU开始对外交付，算力栈优势兑现，盈利端改善超预期 。
但矛盾点同样突出：本季资本开支449亿、同比翻倍，Alphabet自由现金流历史首次转负，全年资本开支上调至1950–2050亿，2027年还要继续加码投入。
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