Alphabet Q2: AI spend drives 24% revenue growth, Gemini hits 950M MAU

Alphabet Q2：AI 投资推动营收增长 24%，Gemini 月活达 9.5 亿

Sundar Pichai posted Alphabet Q2 numbers. Revenue up 24% YoY, Google Cloud surged 82%. Gemini app hit 950M MAU, model API throughput reached 22B tokens/min driven by Flash. Gemini Enterprise is in 90% of Fortune 100. The post doesn't disclose margins or capex—I'd discount profitability until those land.

Why it matters: Alphabet Q2 numbers are industry-benchmark material: 82% Cloud growth and 950M Gemini MAU are concrete. Held below 85 because this is a Sundar tweet, not the full earnings release — profit and capex details are missing, and Google earnings calls tend to highlight wins selectiv...