$Alphabet(GOOG)$ GOOG dominates with Search’s 91175B ad revenue) while accelerating in AI monetization (Gemini integration driving 25%+ CPC growth YoY). YouTube Shorts now hits 100B daily views, fueling ads recovery.
Critical growth engines:
• Google Cloud (Q1’24 +28% YoY) turning profitable ($1B operating income)
• AI leadership: Vertex AI adoption (70% of GenAI start-ups using GCP)
• Margins expanding: Operating margin hits 30% (vs. MSFT 43% but faster improving)
AI Companies and Industry DIG
AI is a marathon, not a sprint, it's a mega trend. Please share you Insights or comments on companies or technologies of AI industry.
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