Google AI 推高搜索量却拉低增速:搜索营收增速从 17% 降至 12%
gaganghotra_ · x · 2026-11-04
The Verge reports a paradox from Alphabet's Q3 earnings: AI is driving the fastest search-query growth in five years, but it isn't translating into revenue growth.
- Search revenue growth slowed to 12% YoY, down from 17% the previous quarter
- Paid clicks growth slowed from 13% to 8%
- Alphabet plans $200B in infrastructure spend this year, largely for AI; shares fell 14% post-earnings
- CBO Philipp Schindler cited currency effects and advertiser spending shifts as main drivers, but AI Mode queries also contributed
The piece calls it "the first major disruption to Google's core business in decades," with investors questioning the costs and returns of its AI ambitions.
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