Google Cloud's second-quarter 2025 earnings revealed $13.6 billion in revenue, reflecting a 32% year-over-year increase and a significant transition towards AI-driven growth. This growth helped increase the annual run rate beyond $50 billion, placing Google among industry leaders like Microsoft and Amazon. Importantly, the cloud division's operating income reached $2.83 billion, with an operating margin improvement to 20.7%. CEO Sundar Pichai noted AI's broad benefits across the company, while CFO Anat Ashkenazi discussed balancing AI investments with productivity improvements to manage rising technical infrastructure costs.
AI is positively impacting every part of the business.
As we ramp our AI investments, we continue to focus on driving improvements in productivity and efficiency to offset growth in technical infrastructure-related expenses.
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