Alphabet CFO Underscores Google's $12B Capex Surge: 'Reflects Our Confidence In The Opportunities Offered By AI'
Alphabet CFO Underscores Google's $12B Capex Surge: 'Reflects Our Confidence In The Opportunities Offered By AI'
In the recent earnings call, Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) announced a significant increase in its capital expenditure, reflecting the company's strong financial performance and its commitment to AI.
在最近的财报电话会议上，Alphabet Inc.（纳斯达克股票代码：GOOG）（纳斯达克股票代码：GOOG）宣布大幅增加其资本支出，这反映了该公司强劲的财务表现及其对人工智能的承诺。
What Happened: Alphabet's CFO Ruth Porat revealed a $12 billion capital expenditure during the company's first-quarter earnings call. This substantial investment signifies the company's confidence in the potential of AI across its business.
发生了什么：Alphabet的首席财务官露丝·波拉特在公司第一季度财报电话会议上透露了120亿美元的资本支出。这项巨额投资表明该公司对人工智能在其业务中的潜力充满信心。
"Our reported capex in the first quarter was $12 billion, once again driven overwhelmingly by investment in our technical infrastructure with the largest component for servers followed by data centers. The significant year-on-year growth in capex in recent quarters reflects our confidence in the opportunities offered by AI across our business," Porat said.
“我们报告的第一季度资本支出为120亿美元，这再次主要是由对我们技术基础设施的投资所推动的，其中最大的服务器组件，其次是数据中心。最近几个季度的资本支出同比大幅增长，这反映了我们对人工智能在整个业务中提供的机遇的信心，” 波拉特说。
The earnings call also highlighted the company's financial results for the first quarter. The consolidated revenues stood at $80.5 billion, marking a 15% increase year-over-year. The growth was primarily driven by the strength in search and cloud services.
财报电话会议还强调了该公司第一季度的财务业绩。合并收入为805亿美元，同比增长15％。增长主要是由搜索和云服务的实力推动的。
Porat also underscored the impact of restructuring charges and employee severance on the total expenses. The company's operating income saw a significant rise, reaching $25.5 billion, a 46% increase from the previous year.
波拉特还强调了重组费用和员工遣散费对总支出的影响。该公司的营业收入大幅增长，达到255亿美元，比上年增长46％。
Within the Google Services segment, revenues reached $70.4 billion, with Google Search and other advertising revenues contributing $46.2 billion. YouTube advertising revenues also saw a substantial increase, reaching $8.1 billion.
在谷歌服务板块中，收入达到704亿美元，谷歌搜索和其他广告收入贡献了462亿美元。YouTube的广告收入也大幅增长，达到81亿美元。
The Google Cloud segment reported revenues of $9.6 billion, marking a 28% increase. The Other Bets segment saw revenues of $495 million, with an operating loss of $1 billion.
谷歌云板块公布的收入为96亿美元，增长了28％。其他投注板块的收入为4.95亿美元，营业亏损为10亿美元。
Why It Matters: The first-quarter earnings call reflects Alphabet's strong financial performance and its strategic focus on AI. The company's CEO, Sundar Pichai, had earlier projected a combined revenue of $100 billion from its YouTube and Cloud businesses by 2024, indicating a new growth phase for the company.
为何重要：第一季度财报电话会议反映了Alphabet的强劲财务表现及其对人工智能的战略关注。该公司首席执行官桑达尔·皮查伊早些时候曾预计，到2024年，其YouTube和云业务的总收入将达到1000亿美元，这表明该公司进入了新的增长阶段。
Moreover, Pichai has expressed confidence in the company's ability to manage the costs associated with the new search experience, including generative answers. This indicates Alphabet's commitment to innovation and its readiness to capitalize on the potential of AI.
此外，皮查伊对该公司管理与新搜索体验（包括生成式答案）相关的成本的能力表示了信心。这表明Alphabet对创新的承诺及其利用人工智能潜力的准备。
Price Action: Alphabet's Class A stock rose 11.56% to $174.04, while Class C stock rose 11.43% in after-hours trading to $176.23, according to data from Benzinga Pro at the time of writing
价格走势：根据Benzinga Pro在撰写本文时的数据，Alphabet的A类股票上涨11.56％，至174.04美元，而C类股票在盘后交易中上涨11.43％，至176.23美元
Image Via Shutterstock
图片来自 Shutterstock
This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
该内容部分是在Benzinga Neuro的帮助下制作的，并由Benzinga编辑审查和出版。