时间：2026年7月22日
Date: July 22, 2026
Alphabet二季度营收突破1198亿美元，谷歌云受AI需求推动飙升82%
Alphabet Blasts Past $119 Billion in Q2 Revenue as Google Cloud Rockets 82% on AI Demand
摘要 :
Alphabet（纳斯达克：GOOG、GOOGL）于2026年7月22日公布第二季度业绩，合并营收同比大增24%至1198亿美元，为公司连续第十二个季度维持两位数增长，其中谷歌云同比暴涨82%。
谷歌服务业务营收同比增长15%至945亿美元，搜索及其他广告增长17%，YouTube广告增长13%。谷歌云单季营收达248亿美元，经营利润率由去年同期的20.7%大幅扩至35.6%，订单积压环比新增500亿美元至创纪录的5140亿美元，反映企业AI需求爆发。当前Gemini API每分钟处理约220亿个Token，Gemini App月活用户达9.5亿，财富100强企业中近九成已部署Gemini Enterprise。董事会宣布每股0.22美元季度股息，管理层预告2027年资本开支将进一步加速，用于AI基础设施建设，包括新一代NVIDIA Vera Rubin平台以及自研Axion CPU。
Summary :
Alphabet Inc. (NASDAQ: GOOG, GOOGL) reported on July 22, 2026 that consolidated Q2 revenues rose 24% year-over-year to $119.8 billion, marking the company’s 12th consecutive quarter of double-digit growth as Google Cloud accelerated to 82% expansion.
Google Services revenues climbed 15% to $94.5 billion, powered by 17% growth in Search & other advertising and 13% in YouTube ads. Google Cloud vaulted to $24.8 billion in revenue with operating margin expanding from 20.7% to 35.6%, while backlog surged $50 billion sequentially to a record $514 billion on the back of enterprise AI demand. Alphabet’s API layer is now serving roughly 22 billion Gemini tokens per minute, the Gemini App has reached 950 million monthly active users, and nearly 90% of the Fortune 100 have adopted Gemini Enterprise. The board declared a $0.22 quarterly dividend, and management flagged continued CapEx acceleration into 2027 to support AI infrastructure buildout including the new NVIDIA Vera Rubin platform and Alphabet’s Axion CPU.
入选理由 :
82%的云增长与5140亿美元订单积压，是”企业AI支出仍在加速、并未见顶”的最硬财务证据。
Why Selected:
82% Cloud growth and $514B backlog make this the clearest financial proof that enterprise AI spend is still accelerating, not peaking.
浏览量：146,800
Views：146,800
独立IP：42,300
Unique Clicks ：42,300
