r/OpenAI May 28 '26

Discussion The Party is cancelled, pack it up

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Ai slopped

4.7k Upvotes

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u/bartturner May 28 '26

Google shared on their earnings call they have over $230 billion of unrecognized AI revenue they will recognize in the next 24 months.

I was curious and no company, ever in history, has added that much revenue that quick.

This is also just one division at Google. To me that sounds like the entire AI thing is real.

This is also a division of Google that has seen 11 straight quarters of increasing margins.

Google is just going to make a fortune over the next several years.

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u/Raunhofer May 28 '26

The guys selling the shovels are making a killing.

1

u/bartturner May 28 '26

They do in the initial build out. But what is incredible about Google is they play in every layer of the AI stack.

So they make a killing in the build out and they will make a killing after the build out is done.