AI需求強勁!谷歌雲Q2營收同比大增32%,2025年資本開支加碼至850億美元
週三美股盤後,谷歌母公司Alphabet公佈了第二季度業績,營收和利潤均超出預期,並將2025年的資本支出增加100億美元。
在盤後交易中,該公司股價一度上漲3%。

雲業務營收同比大增32%
具體來看,谷歌上季度的營收爲964.3億美元,大幅超預期的940億美元,同比增長14%。
每股收益爲2.31美元,高於預期2.18美元,同比增長22%。
淨利潤增至281.96億美元,同比增長19%。

具體來看,Google雲業務的收入爲136.2億美元,預期131.1億美元,同比增長32%,前一季度增幅爲28%。
搜索和廣告業務二季度仍然保持增長,搜索業務的營收爲541.9億美元,同比增長11.7%,高於分析師預期的540億美元。
廣告收入增長至713.4億美元,同比增長約10.4%。
YouTube廣告收入爲97.96億美元,預期95.6億美元。
包括自動駕駛汽車部門Waymo和生命科學部門Verily在內的其他業務實現營收3.73億美元,高於去年同期的3.65億美元。

AI投資再加碼
今年2月,谷歌曾表示,預計2025年資本支出將達到750億美元,以繼續拓展其人工智能戰略。這已經高於華爾街當時對其的預期588.4億美元。
週三,谷歌將這一數字再次上調至850億美元,並表示上調的原因是“市場對我們雲產品和服務的需求強勁且不斷增長”。
Alphabet財務主管Anat Ashkenazi在財報電話會議上表示,預計2026年的資本支出將進一步增加。
上週,OpenAI宣佈預計將在其廣受歡迎的ChatGPT服務中使用谷歌的雲基礎設施。對此,Alphabet首席執行官Sundar Pichai表示:“我們非常高興能與他們合作。”
Pichai還表示,谷歌的人工智能搜索產品AI Overviews可以彙總搜索結果,目前在200多個國家和地區擁有超過20億月活躍用戶,高於上一季度的15億月活躍用戶。
皮查伊表示,搭載該公司人工智能聊天機器人的Gemini應用目前月活躍用戶超過4.5億。
近期,美國AI人才爭奪戰火熱,科技巨頭紛紛以鉅額薪資互挖人才。
對此,Ashkenazi表示,Alphabet“確保我們進行適當的投資,以吸引業內最優秀、最聰明的人才”。
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