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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Press Release

Forrester Introduces AI Disruption Model To Assess AI’s Impact On Technology And Service Markets 

1 day ago
With AI widening the divide across tech products and services, the model helps leaders identify the markets most likely to accelerate, transform, or face disruption  According to Forrester’s (Nasdaq: FORR) AI Disruption Model, unveiled today, advancements in AI are disrupting technology markets at an unprecedented pace — enhancing the value of certain products and services while making others increasingly vulnerable to [...]
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