Comment by dangus
8 hours ago
And if AI was making lots of money they’d break it out and proudly display it in their financials on its own.
8 hours ago
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...
No they choose not to break it out because under accounting principles you can get away with it.
Lmao don’t talk about subjects you clearly are not an expert in.
The only real metric one can use to gauge new investment is the marginal ROIC. Which is very noisy to say the least.
Ok..
So as I said: Google made around $20B in profit on 2025 Q4 which includes AI search.
Both revenue and profit grew with the introduction of AI search.
So where exactly is this big loss you speak so confidently of?
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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.