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6min chapter
Instant Reaction: Alphabet Beats Sales Estimates
Bloomberg Surveillance
Google Cloud's Stellar Growth and Competitive Landscape
This chapter explores the robust growth of Google Cloud, noting a 35% increase in demand primarily driven by AI workloads. It also examines Alphabet's overall financial performance, including YouTube's significant contributions to revenue amidst increasing scrutiny over its market dominance. The discussion highlights the competitive dynamics in online advertising, particularly the effects of AI innovations on search traffic and ad pricing, alongside the strategic differences between Alphabet and Microsoft.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode