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Alphabet’s AI Bet vs. Investor Anxiety | Durham News
Alphabet’s Q2 numbers look strong on paper—cloud growth hits 82%, ads climb 17%—but investors are jittery over the massive $200B+ AI spending spree. While revenue beats, the cash burn is alarming, and net income is inflated by paper gains from bets on Anthropic and SpaceX. The real test? Can cloud margins hold as new AI infrastructure ramps up, and will free cash flow ever turn positive again? Growth is expensive when you’re betting on tomorrow’s AI revolution. Listen in comfort:Get a discount on a Soli Pillow: http://solipillow.com/discount/dnn. Advertise on DNN:advertise@thednn.ai This is…
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