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Jul•外层空间
Jul•外层空间
#AlphabetQ3CloudAndAI Alphabet’s AI strategy now faces one critical test: profitability. With Google Cloud’s backlog reaching $514B and 2026 CapEx projected at $195B–$205B, the opportunity is massive—but so is the investment. Can AI revenue outpace infrastructure costs? That’s the real metric to watch.

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