Alphabet周三表示，谷歌云(Google Cloud)第三季度营收增长逾一倍，超出分析师预期。然而，搜索广告增长放缓意味着集团整体业绩未达预期。
Google Cloud more than doubled its revenue in the third quarter, beating analysts’ forecasts, Alphabet said on Wednesday. Weaker growth in search advertising, however, meant the group as a whole fell short of expectations.
Alphabet的季度业绩显示，云业务营收同比增长103%，达到307亿美元。据路透社(Reuters)援引LSEG数据报道，分析师此前预期为295.7亿美元。该部门的营业利润从去年同期的36亿美元攀升至111亿美元。
Cloud revenue rose 103% from a year earlier to $30.7bn, according to Alphabet’s quarterly results. Analysts had expected $29.57bn, Reuters reported, citing LSEG data. The unit’s operating profit climbed to $11.1bn, from $3.6bn a year earlier.
谷歌云是全球第三大云服务提供商，仅次于亚马逊云服务(AWS)和微软Azure。其人工智能模型的使用量也在增长。
Google Cloud is the world’s third-largest cloud provider, behind Amazon Web Services and Microsoft Azure. Use of its AI models is also growing.
皮查伊表示，谷歌的系统现在每分钟处理近320亿个token，是一年前水平的四倍多。他还补充说，Gemini应用拥有约10亿用户。
Pichai said Google’s systems now process nearly 32 billion tokens a minute, more than four times the level a year ago. The Gemini app has about 1 billion users, he added.
云客户还签约了更多未来工作。据路透社报道，该部门已签约但尚未确认的收入积压达到5610亿美元，Alphabet预计其中超过55%将在两年内确认。
Cloud customers have also signed up for much more work ahead. The unit’s backlog of contracted revenue reached $561bn, and Alphabet expects to recognise more than 55% of it within two years, according to Reuters.
Alphabet首席执行官桑达尔•皮查伊(Sundar Pichai)表示：“我们经历了一个强劲的季度，现在的营收运行率已达到5000亿美元。”
“We had a strong quarter and are now on a half-trillion dollar revenue run rate,” said Sundar Pichai, Alphabet’s chief executive.
Alphabet总营收增长25%，达到1276亿美元，略低于分析师预期的1282亿美元。据路透社报道，广告业务收入为820亿美元，低于预期的834亿美元，原因是更多人在搜索中使用谷歌的AI Mode。
Alphabet’s total revenue grew 25% to $127.6bn, slightly below the $128.2bn analysts had forecast. Advertising brought in $82bn against expectations of $83.4bn, as more people used Google’s AI Mode in search, Reuters reported.
人工智能基础设施方面的支出也在持续上升。Alphabet本季度在房地产和设备上的支出达到创纪录的514亿美元，是去年同期水平的两倍多。因此，其自由现金流连续第二个季度为负91亿美元。
Spending on AI infrastructure also kept rising. Alphabet spent a record $51.4bn on property and equipment in the quarter, more than double a year earlier. As a result, its free cash flow was negative $9.1bn for a second straight quarter.
公司维持今年资本支出1950亿至2050亿美元的预测，这是其在7月设定的区间。首席财务官表示，2027年支出将再次大幅上升，但没有给出具体数字。
The company kept its forecast for this year’s capital spending at $195bn to $205bn, the range it set in July. Its finance chief said spending would rise significantly again in 2027 but gave no figure.
净利润下降25%，至262亿美元，主要原因是股权投资亏损87亿美元。Alphabet股价在盘后交易中下跌约10%。
Net income fell 25% to $26.2bn, mainly because of an $8.7bn loss on equity investments. Alphabet shares dropped about 10% in after-hours trading.
对谷歌自研人工智能芯片的需求也是其云业务表现的一部分。本周早些时候，《信息报》报道称，OpenAI计划购买谷歌的张量处理单元（TPU）。
Demand for Google’s own AI chips is also part of the cloud story. Earlier this week, The Information reported that OpenAI plans to buy Google’s TPUs.