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Google Earnings, Google Cloud Crushes, Search Advertising and LLMs — Blankdot

stratechery.com5 months ago

Google Earnings, Google Cloud Crushes, Search Advertising and LLMs

Google Earnings, Google Cloud Crushes, Search Advertising and LLMs

Google announced a massive increase in CapEx that blew away expectations; the companies earnings results explain why the increase is justified.

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