Alphabet Q2 2025 Earnings Boosted By AI

Following Alphabet’s successful quarter, Principal Analyst Nikhil Lai reveals that Google has been forced to boost spending on AI infrastructure and applications in order to keep up with its competitors. Lai’s comments have also been included in

  • Bloomberg: Alphabet boosted by AI, Cloud demand as spending needs jump
  • Frankfurter Allgemeine: Google increases AI investment to $85 billion
  • The Business Post: Shares in Alphabet slip as it warns of increased capital expenditure
  • The Economic Times: Sundar Pichai net worth: Indian-origin Google CEO becomes a billionaire as Alphabet shares near record high
  • Marketing Dive: 3 stats from Google’s Q2 show how it is weathering advertising turmoil
  • The Irish Times: Alphabet boosted by AI, cloud demand as spending needs skyrocket

Read more from Nikhil here.

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Media Coverage

Forbes – Gen Z Is Celebrating ChatGPT’s 3rd Birthday

November 28, 2025
Forbes: This article cites Forrester’s Consumer prediction that 90% of consumers who use genAI in 2026 will help monetize it without even realizing it. VP, Research Director Mike Proulx further adds that commerce will grow on the ChatGPT platform “as more integrations help connect the dots from chats to products.” Read the full article here. Read more from Mike here. Learn [...]
Media Coverage

CNBC – How Google Put Together The Pieces For Its AI Comeback

November 27, 2025
CNBC: VP, Principal Analyst Mike Gualtieri is interviewed about Google’s “AI comeback,” and how the company’s ownership of YouTube gives the company an edge when it comes to training models for image and video generation. Read the full article here. Read more from Mike here.