Marie Haynes(@Marie_Haynes):Once again, the Google earnings call was very interesting. I found it fascinating to see that revenues from ads across the Google Network (aka Adsense) were down 1% while Cloud revenues (AI chips, infrastructure and Gemini model use) were up a staggering 87%. It is not hard to see where Google's focus is. I've written a blog post with my thoughts: https://t.co/yor61Pislf And here it is in video form:

Marie Haynes

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Marie Haynes@Marie_Haynes

2026.07.24 18:44

Once again, the Google earnings call was very interesting. I found it fascinating to see that revenues from ads across the Google Network (aka Adsense) were down 1% while Cloud revenues (AI chips, infrastructure and Gemini model use) were up a staggering 87%. It is not hard to see where Google's focus is. I've written a blog post with my thoughts: And here it is in video form: