Google 검색 광고 성장률 둔화, AI 인프라 투자 성과 미흡
Google hasn’t figured out how to make AI pay like its search engine
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한국어 요약
Alphabet은 검색 쿼리가 5년 만에 최고 속도로 증가하고 있다고 밝혔다. 다만 구글 검색 수익 증가율은 3분기 12% 수준으로 2분기 약 17%에서 하락했고, 광고 클릭 성장률은 13%에서 8%로 떨어졌다. 회사는 올해 약 2,000억 달러를 인프라에 투자할 계획인데, AI 분야의 수익화가 예상만큼 진행되지 못한 것으로 보인다.
원문 발췌 · English
Google Chief Business Officer Philipp Schindler. | Bloomberg via Getty Images Search queries are growing at their fastest rate in five years, Google parent Alphabet said in its earnings report last week. However, Google's Search revenue growth slowed to 12 percent year over year in the third quarter, down from roughly 17 percent in the previous quarter. Meanwhile, growth in paid clicks - clicks on ads that generate revenue for Google - slowed from 13 percent to 8 percent. That's still substantial growth, but not the direction investors were hoping for from a company planning to spend about $200 billion this year on infrastructure, largely to support AI. Alphabet shares have fallen about 14 percent since it reported e … Read the full story at The Verge.