Simon Sharwood / The Register:

Google's search revenue rose 12% YoY to $63.25B in Q3 2026, down from 14.5% in Q3 2025, with Google attributing the slowdown to “lower monetization” in AI Mode  —  That's a problem, cos it just spent $51 billion on infrastructure and still needs to rent compute from others to run its cloud

Simon Sharwood / The Register:

Google's search revenue rose 12% YoY to $63.25B in Q3 2026, down from 14.5% in Q3 2025, with Google attributing the slowdown to “lower monetization” in AI Mode  —  That's a problem, cos it just spent $51 billion on infrastructure and still needs to rent compute from others to run its cloud

Source: TechMeme
Source Link: https://www.techmeme.com/261029/p3#a261029p3