Comment by nl
17 hours ago
> How do you know Gemini is losing money on inference?
It's not. People make this claim with zero evidence.
But Google made around $20B profit on Google search in 2025 Q4, and that includes AI search.
17 hours ago
> How do you know Gemini is losing money on inference?
It's not. People make this claim with zero evidence.
But Google made around $20B profit on Google search in 2025 Q4, and that includes AI search.
Until the day comes that they properly break out the financials you, nor the other poster have any idea as to what the numbers are.
And if AI was making lots of money they’d break it out and proudly display it in their financials on its own.
They can't break it out because it is embedded in other services.
But to quote:
> Overall, we’re seeing our AI investments and infrastructure drive revenue and growth across the board.
and
> Revenue from AI solutions built by our partners increased nearly 300% year-over-year, and commitments from our top 15 software partners grew more than 16X year-over-year.
https://blog.google/company-news/inside-google/message-ceo/a...
3 replies →
Yep lol. Every investor and portfolio manager in the world is begging for a signal to say the returns really are coming on all this capex spend.