看好谷歌，谷歌的云业_老虎社区_美港股上老虎

哈喽神
04-27

看好谷歌，谷歌的云业务正在高速增长，广告业务在Al赋能的情况下稳健增长。
资本开支虽然高，但主要用于，主要用于TPU芯片、数据中心和AI算力。谷歌的算力仍供不应求，与Anthropic等客户签订长期算力协议，确保未来收入可见性。
谷歌有自研TPU，还有GeminiAl大模型 ,Gemini月活用户超7.5亿，Enterprise付费席位超800万。可以说谷歌现在是美国科技巨头唯一的全栈Al生态链公司。 [爱你] [你懂的]

# 科技巨头走势分化！该“抄底”or“追涨”？

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LeonaClemens
·04-27
谷歌生态确实很全啊
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