Core Insights - The Q3 earnings reports from the five major US tech giants highlight the significant impact of AI on their growth, indicating that AI has become a critical factor for survival in the tech industry [11][12]. Company Summaries Google - Google achieved a record Q3 revenue of $102.35 billion, with a net profit increase of 33% year-over-year [2][3]. - The cloud service revenue reached $15.157 billion, exceeding expectations, with a backlog of $155 billion in orders [2]. - Over 70% of cloud customers are utilizing its AI solutions, leading to a profit margin increase to 19% [3]. Microsoft - Microsoft's Q3 intelligent cloud revenue was $30.897 billion, a 28% year-over-year increase, with Azure services growing at 39% [4]. - The company secured long-term contracts for Azure, amounting to several hundred billion dollars in future leasing fees [4][5]. - Capital expenditures surged to $34.9 billion, a 74.5% increase year-over-year, to expand computing capacity [5]. Apple - Apple's Q3 service revenue reached $28.75 billion, a 15% year-over-year increase, driven by AI-enhanced features in the iPhone 17 series [6][7]. - The iPhone 17 series saw a 14% year-over-year sales increase in the US and China, with the ProMax version selling 1.5 times more than its predecessor [7]. - The integration of hardware, AI, and services has created a profitable closed-loop business model [7]. Amazon - Amazon's AWS revenue for Q3 was $33.01 billion, a 20.2% year-over-year increase, marking the fastest growth in 11 quarters [8]. - The company is investing heavily in AI infrastructure, with plans to deploy over 1 million self-developed Trainium2 chips [8][9]. - Despite significant infrastructure investments, Amazon reported an operating cash flow of $130.7 billion, a 16% year-over-year increase [9]. Meta - Meta's Q3 advertising revenue increased due to AI enhancements, with ad impressions up 14% and prices rising by 10% [10]. - The company is leveraging AI to revitalize its advertising business, with Reels ad revenue exceeding $50 billion [10]. - WhatsApp's business messaging service is projected to generate $12 billion in revenue by 2026 [10].

美股五大巨头 Q3财报神仙打架，这波科技红利该怎么薅？ 谁能想到，才短短一年时间， AI就从"全网追捧的概念网红"彻底变身"科技圈顶流打工人"！ 美股五大科技巨头 Q3财报扎堆出炉，直接把"AI真香"焊死在热搜——苹果、微软、谷歌、亚 马逊、Meta齐刷刷交答卷，营收、盈利双增长的亮眼数据十分吸睛。 以前觉得科技圈内卷够狠，有了 AI这张"王牌"，巨头竞争直接升级成"神仙打架"。 每家都拿出压箱底绝活，没人敢躺平，玩法各有千秋，堪称一场精彩的 "AI花式搞钱大赛"。 而这波 AI风口的爆发， 格隆汇研究院早有前瞻预判，精准锁定了 AI驱动科技巨头增长的主线 趋势。 01 谷歌：闷声搞 技术 ，芯片+模型双线超车 谷歌是 "闷声干大事"的代表，靠"自研芯片+AI模型"双线突围，实现弯道超车。 Q3总营收首破千亿达1023.5亿美元，净利润同比飙33%，增长势头迅猛。 云服务营收 151.57亿美元超预期，订单储备1550亿美元；多模态AI模型APP月活达6.5亿， 付费用户超3亿，性能碾压同类产品。 超七成云客户搭载其 AI解决方案，云业务利润率提升至19%，从"烧钱"变"盈利引擎"。 最狠的是自研 TPUv7 ...