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.
在最近的業績電話會議上，Alphabet Inc.（納斯達克股票代碼：GOOG）（納斯達克股票代碼：GOOG）宣佈大幅增加其資本支出，這反映了該公司強勁的財務表現及其對人工智能的承諾。
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.
發生了什麼：Alphabet的首席財務官露絲·波拉特在公司第一季度業績電話會議上透露了120億美元的資本支出。這項巨額投資表明該公司對人工智能在其業務中的潛力充滿信心。
"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.
“我們報告的第一季度資本支出爲120億美元，這再次主要是由對我們技術基礎設施的投資所推動的，其中最大的服務器組件，其次是數據中心。最近幾個季度的資本支出同比大幅增長，這反映了我們對人工智能在整個業務中提供的機遇的信心，” 波拉特說。
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.
業績電話會議還強調了該公司第一季度的財務業績。合併收入爲805億美元，同比增長15％。增長主要是由搜索和雲服務的實力推動的。
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.
波拉特還強調了重組費用和員工遣散費對總支出的影響。該公司的營業收入大幅增長，達到255億美元，比上年增長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.
在谷歌服務板塊中，收入達到704億美元，谷歌搜索和其他廣告收入貢獻了462億美元。YouTube的廣告收入也大幅增長，達到81億美元。
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.
谷歌雲板塊公佈的收入爲96億美元，增長了28％。其他投注板塊的收入爲4.95億美元，營業虧損爲10億美元。
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.
爲何重要：第一季度業績電話會議反映了Alphabet的強勁財務表現及其對人工智能的戰略關注。該公司首席執行官桑達爾·皮查伊早些時候曾預計，到2024年，其YouTube和雲業務的總收入將達到1000億美元，這表明該公司進入了新的增長階段。
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，皮查伊對該公司管理與新搜索體驗（包括生成式答案）相關的成本的能力表示了信心。這表明Alphabet對創新的承諾及其利用人工智能潛力的準備。
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
價格走勢：根據Benzinga Pro在撰寫本文時的數據，Alphabet的A類股票上漲11.56％，至174.04美元，而C類股票在盤後交易中上漲11.43％，至176.23美元
Image Via Shutterstock
圖片來自 Shutterstock
This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
該內容部分是在Benzinga Neuro的幫助下製作的，並由Benzinga編輯審查和出版。