Google Cloud 营收同比增长 103% 至 $30.7B，运营利润同比增至三倍达 $11.1B，主要受 AI 基础设施需求推动。Google 模型 API 每分钟处理近 32B tokens，是一年前的 4 倍多，Gemini 应用达到 1B 用户。
原文汇总了 Google Cloud 营收、TPU 需求与自由现金流等关键数字，读者可据此对照 AI 基础设施投入与回报的节奏。
Google Cloud revenue rose 103% year on year to $30.7B on demand for AI infrastructure, and Cloud’s operating income tripled year on year to $11.1B.
Google’s model APIs now process nearly 32B tokens per minute, more than 4x a year earlier, and the Gemini app reached 1B users.
TPU chip sales contributed meaningfully to Cloud growth, with Oracle now offering TPUs and OpenAI reportedly buying them, though Google expects most TPU revenue only in 2027.
AI data center spending left free cash flow negative by more than $9B, deeper than the previous quarter’s $5.9B deficit, while shared AI research costs rose 71% year on year to $7.7B.
来源：Rohan Paul · x.com