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

CNBC – Myspace Eyes Comeback As An ‘Antidote’ To Social Media Fatigue — But It May Be A Long Shot

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CNBC: Principal Analyst Kate Winick provides perspective on the competitive realities facing social media platforms and whether legacy brands can regain relevance. Read the full article here. Read more about Kate here.
Media Coverage

Forbes – Agentic AI Is Breaking Security’s Human Assumptions

August 7, 2026
 Forbes: Reporting from Black Hat 2026, Principal Analyst Jess Burn discusses how agentic AI is reshaping security assumptions and increasing the need to modernize governance, risk, and security practices. Read the full article here. Read more about Jess here.