Google’s AI Spend Bearing Fruit: Wolfe’s Khajuria
I put the earnings transcript through various generative AI tools and the answer I got out Shweta was AI fueled growth at a higher cost. Does that sum it for you. Yeah, I think so.First of all, thanks for having me, Ed. I think so. There's just a tremendous amount of focus on AI And the good conclusion here from the earnings is that a yes, AI related investments are showing are bearing fruit not only in search which is their bread and butter, but also in cloud where revenue grew significantly higher than wh ...