{"@context":"https://schema.org","@type":"NewsArticle","generatedAt":"2026-07-23T07:21:26.498Z","headline":"Google Cloud 营收增速与 NVIDIA 趋同","description":"Google Cloud 在 2026 年第二季度营收达 248 亿美元，同比增长 82%，增速已与 NVIDIA 数据中心业务趋同。其积压订单达 5140 亿美元，同比增长 385%，运营利润率从 20.7% 扩大至 35.6%，与 AWS 的利润率差距收窄至仅 2 个百分点。","url":"https://www.aioga.com/news/cmrwwr6ry036orobh0xzx3gc8/","mainEntityOfPage":"https://www.aioga.com/news/cmrwwr6ry036orobh0xzx3gc8/","datePublished":"2026-07-22T00:00:00.000Z","dateModified":"2026-07-22T00:00:00.000Z","inLanguage":"zh-CN","publisher":{"@type":"NewsMediaOrganization","name":"Aioga","url":"https://www.aioga.com"},"citation":["https://www.tomtunguz.com/google-cloud-hyperscaler-to-hardware","https://aihot.virxact.com/items/cmrwwr6ry036orobh0xzx3gc8"],"canonicalUrl":"https://www.aioga.com/news/cmrwwr6ry036orobh0xzx3gc8/","directAnswer":{"@type":"Answer","text":"Aioga 编辑摘要：Google Cloud 在 2026 年第二季度营收达 248 亿美元，同比增长 82%，增速已与 NVIDIA 数据中心业务趋同。 Aioga 将其归入「技巧观点」方向，重点关注它对真实使用和行业竞争的影响。","url":"https://www.aioga.com/news/cmrwwr6ry036orobh0xzx3gc8/","dateCreated":"2026-07-22T00:00:00.000Z","author":{"@type":"Organization","@id":"https://www.aioga.com/authors/aioga-editorial/#editorial-team","name":"Aioga Editorial Team","url":"https://www.aioga.com/authors/aioga-editorial/"}},"evidence":[{"@type":"CreativeWork","name":"Tomer Tunguz 博客（VC 分析） source article","url":"https://www.tomtunguz.com/google-cloud-hyperscaler-to-hardware","datePublished":"2026-07-22T00:00:00.000Z","provider":{"@type":"Organization","name":"Tomer Tunguz 博客（VC 分析）","url":"https://www.tomtunguz.com/google-cloud-hyperscaler-to-hardware"}},{"@type":"CreativeWork","name":"AIHot archive record","url":"https://aihot.virxact.com/items/cmrwwr6ry036orobh0xzx3gc8","datePublished":"2026-07-22T00:00:00.000Z","provider":{"@type":"Organization","name":"AIHot","url":"https://aihot.virxact.com/items/cmrwwr6ry036orobh0xzx3gc8"}}],"aggregationSource":"Tomer Tunguz 博客（VC 分析）","originalPublisher":{"name":"Tomer Tunguz 博客（VC 分析）","url":"https://www.tomtunguz.com/google-cloud-hyperscaler-to-hardware"},"article":{"id":"cmrwwr6ry036orobh0xzx3gc8","slug":"cmrwwr6ry036orobh0xzx3gc8","url":"https://www.aioga.com/news/cmrwwr6ry036orobh0xzx3gc8/","title":"Google Cloud 营收增速与 NVIDIA 趋同","title_en":"Google's Cloud Revenue Converges to NVIDIA's Growth Rate","summary":"Google Cloud 在 2026 年第二季度营收达 248 亿美元，同比增长 82%，增速已与 NVIDIA 数据中心业务趋同。其积压订单达 5140 亿美元，同比增长 385%，运营利润率从 20.7% 扩大至 35.6%，与 AWS 的利润率差距收窄至仅 2 个百分点。","source":"Tomer Tunguz 博客（VC 分析）","sourceUrl":"https://www.tomtunguz.com/google-cloud-hyperscaler-to-hardware","aiHotUrl":"https://aihot.virxact.com/items/cmrwwr6ry036orobh0xzx3gc8","publishedAt":"2026-07-22T00:00:00.000Z","category":"技巧观点","score":59,"selected":false,"articleBody":["Google Cloud grew 82% year-over-year to $24.8b in Q2 2026, beating the $22.3b consensus. The number alone would headline any earnings report. The more important signal is what it converges toward: Google Cloud’s growth rate now mirrors NVIDIA’s.","Google did start selling hardware this quarter. CFO Anat Ashkenazi told investors Google “began to recognize revenues from TPU system sales, which we delivered to customer data centers for the first time in Q2.” 1：#fn:1 But she was clear the dollars were small: cloud growth “accelerated meaningfully even after excluding the impact of TPU system sales,” with the bulk of TPU revenue landing in 2027. The convergence has a different source. Google Cloud rents AI compute by the hour, NVIDIA sells the chips outright, & both revenue lines are downstream of the same demand to train & run AI models.","The chart shows the convergence. Google Cloud & NVIDIA’s Data Center segment now trace the same curve, one bending up on rental revenue, the other on unit sales, NVIDIA ahead on scale.","The pipeline points the same direction. Google Cloud’s backlog reached $514b, up 385% from $106b a year ago & up more than $50b in a single quarter, with just over half set to convert to revenue within 24 months. Set against the other hyperscalers, the four largest cloud providers now carry more than $2t in contracted demand.","Plus, Google enjoys economies of scale. Cloud operating income was $8.8b, more than tripling year-over-year, & operating margin expanded from 20.7% a year ago to 35.6%.","Set against AWS, the margin gap is closing fast.","The timing differs: AWS has not yet reported calendar Q2 2026, so its figures are Q1 2026, while Google Cloud’s are Q2 2026. AWS remains larger in absolute dollars, but its margin slipped nearly two points year-over-year while Google Cloud’s expanded almost fifteen, narrowing a gap that was 19 points a year ago to barely two.","The ROI on capital investment is clear, so more capex is projected. Google raised full-year 2026 capex guidance to $195b to $205b, up from $180b to $190b, & said it expects capex “to increase significantly in 2027.” Across Amazon, Microsoft, Meta, & Oracle, industry AI infrastructure spend is on a path well beyond $1t next year.","We’ve never seen businesses at scale grow this fast & this profitably.","Alphabet Q2 2026 earnings call, July 22, 2026. All quoted figures & remarks from the transcript：https://www.benzinga.com/news/26/07/60626958/transcript-alphabet-q2-2026-earnings-conference-call. Framing first flagged by SemiAnalysis (@SemiAnalysis_)：https://x.com/SemiAnalysis_/status/2080023924465684904. ↩︎：#fnref:1","The 1-minute read that turns tech data into strategic advantage. Read by 150k+ founders & operators.","GP at Theory Ventures. Former Google PM. Sharing data-driven insights on AI, web3, & venture capital.","Bloomberg：https://www.bloomberg.com/news/articles/2025-04-30/google-places-ads-inside-chatbot-conversations-with-ai-startups • WSJ：https://www.wsj.com/tech/tech-media-telecom-roundup-market-talk-f8f0355a • Economist：https://www.economist.com/business/2023/07/25/next-generation-googles-run-a-tighter-ship"],"articleImages":[{"sourceUrl":"https://res.cloudinary.com/dzawgnnlr/image/upload/w_1512,h_1082,c_fill,g_auto,q_auto,f_auto/x8jgpa8l1gytyfc7ijfq","alt":"Line chart comparing Google Cloud, Azure & AWS year-over-year revenue growth rates from Q3 2021 to Q2 2026; Google Cloud accelerates to 82% while Azure holds at 40% and AWS rises to 28%","afterParagraph":0,"url":"/media/articles/cmrwwr6ry036orobh0xzx3gc8/3b666d7b38e4f3a0.webp"},{"sourceUrl":"https://res.cloudinary.com/dzawgnnlr/image/upload/w_1512,h_1082,c_fill,g_auto,q_auto,f_auto/xcwesxfvdajygle85iod","alt":"Line chart of year-over-year growth for Google Cloud revenue versus NVIDIA Data Center segment, calendar Q3 2025 to Q2 2026; Google Cloud rises from 34% to 82% while NVIDIA runs from 66% to 92%","afterParagraph":2,"url":"/media/articles/cmrwwr6ry036orobh0xzx3gc8/4f431342f463593a.webp"},{"sourceUrl":"https://res.cloudinary.com/dzawgnnlr/image/upload/w_1512,h_1082,c_fill,g_auto,q_auto,f_auto/ghuhedpfxkl6dsqzkfxd","alt":"Horizontal bar chart of remaining performance obligations by cloud provider: Oracle $638b (+363% YoY), Microsoft $625b (+110% YoY), Google Cloud $514b (+385% YoY), AWS $364b (+93% YoY)","afterParagraph":3,"url":"/media/articles/cmrwwr6ry036orobh0xzx3gc8/adc8364ea4c707a3.webp"}],"mediaStatus":"ok","articleBodyZh":["谷歌云在2026年第二季度同比增长82%，达到248亿美元，高于市场预期的223亿美元。单凭这个数字，就足以成为任何财报的头条新闻。更重要的信号是它正在趋于的方向：谷歌云的增长率现在与英伟达相当。","谷歌确实在本季度开始销售硬件。首席财务官Anat Ashkenazi告诉投资者，谷歌“开始确认TPU系统销售收入，这是我们首次在第二季度将TPU系统交付给客户数据中心。”1：#fn:1 但是她明确表示这些收入规模很小：即便排除TPU系统销售的影响，云业务增长“仍显著加速”，TPU的大部分收入将在2027年实现。这种趋同有不同的来源：谷歌云按小时出租AI计算能力，英伟达则直接销售芯片，而两条收入线都源于同样的训练和运行AI模型的需求。","图表显示了这种趋同。谷歌云和英伟达的数据中心部门现在呈现相同的曲线，一方因租赁收入上升，另一方因单位销售上升，英伟达在规模上领先。","管道也指向同一方向。谷歌云的积压订单达到5140亿美元，同比增长385%，比去年同期的1060亿美元增长巨大，仅一季度就增长超过500亿美元，其中约一半将在24个月内转化为收入。与其他大型云服务提供商相比，四大云供应商目前拥有超过2万亿美元的合同需求。","此外，谷歌享有规模经济。云业务营业收入达88亿美元，同比增长三倍以上，营业利润率从一年前的20.7%提升至35.6%。","与AWS相比，利润率差距正在迅速缩小。","时间点不同：AWS尚未发布2026年日历季度第二季度财报，因此其数据为2026年第一季度，而谷歌云为第二季度。AWS在绝对金额上仍然更大，但其利润率同比下降近两个百分点，而谷歌云的利润率则扩展了近十五个百分点，将去年的19个百分点差距缩小到仅两个百分点。","资本投资的投资回报率很明确，因此预计会有更多资本支出。谷歌将2026年全年的资本支出指导上调至1950亿至2050亿美元，高于此前的1800亿至1900亿美元，并表示预计2027年的资本支出“将显著增加”。在亚马逊、微软、Meta和甲骨文中，行业人工智能基础设施支出明年预计将远超1万亿美元。","我们从未见过如此规模的企业增长速度如此快且如此盈利。","Alphabet 2026年第二季度财报电话会议，2026年7月22日。所有引用的数字和言论来自会议记录：https://www.benzinga.com/news/26/07/60626958/transcript-alphabet-q2-2026-earnings-conference-call。首次提出的框架由SemiAnalysis (@SemiAnalysis_) 提出：https://x.com/SemiAnalysis_/status/2080023924465684904。 ↩︎：#fnref:1","一分钟阅读，将科技数据转化为战略优势。已有超过15万名创始人和运营者阅读。","Theory Ventures的普通合伙人。前谷歌产品经理。分享关于人工智能、Web3和风险投资的数据驱动洞察。","彭博社：https://www.bloomberg.com/news/articles/2025-04-30/google-places-ads-inside-chatbot-conversations-with-ai-startups • 华尔街日报：https://www.wsj.com/tech/tech-media-telecom-roundup-market-talk-f8f0355a • 经济学人：https://www.economist.com/business/2023/07/25/next-generation-googles-run-a-tighter-ship"],"translationStatus":"translated","bodyOrigin":"source-page","editorial":{"summary":"Aioga 编辑摘要：Google Cloud 在 2026 年第二季度营收达 248 亿美元，同比增长 82%，增速已与 NVIDIA 数据中心业务趋同。 Aioga 将其归入「技巧观点」方向，重点关注它对真实使用和行业竞争的影响。","background":"背景分析：实践类内容的价值在于是否能被复现、是否有明确边界，以及它能否转化为稳定的开发或工作流方法。","viewpoint":"Aioga 判断：这条动态更适合作为行业观察信号，当前信息足以建立线索，但不足以推导长期结论。","implications":"影响分析：对相关团队而言，短期应先核对来源、可用范围和实际成本，再判断是否值得接入或跟进。","nextStep":"后续观察：继续观察示例是否可复现、工具版本变化、社区反馈和实际成本。","evidenceRefs":["title","summary","articleBody"],"confidence":"medium","status":"published","aiGenerated":false,"autoApproved":true,"generatedBy":"rule-safe-fallback","generatedAt":"2026-07-23T07:30:40.463Z","sourceHash":"132f02edb29070c4","validation":{"passed":true,"mode":"rule-safe-fallback","checks":["schema","length","source-attribution","no-html"]}},"tags":["技巧观点","Tomer Tunguz 博客（VC 分析）"],"translations":{"zh-CN":{"title":"Google Cloud 营收增速与 NVIDIA 趋同","summary":"Google Cloud 在 2026 年第二季度营收达 248 亿美元，同比增长 82%，增速已与 NVIDIA 数据中心业务趋同。其积压订单达 5140 亿美元，同比增长 385%，运营利润率从 20.7% 扩大至 35.6%，与 AWS 的利润率差距收窄至仅 2 个百分点。","category":"技巧观点","source":"Tomer Tunguz 博客（VC 分析）","aggregationSource":"Tomer Tunguz 博客（VC 分析）","pageTitle":"Google Cloud 营收增速与 NVIDIA 趋同 - Aioga AI资讯","description":"Google Cloud 在 2026 年第二季度营收达 248 亿美元，同比增长 82%，增速已与 NVIDIA 数据中心业务趋同。其积压订单达 5140 亿美元，同比增长 385%，运营利润率从 20.7% 扩大至 35.6%，与 AWS 的利润率差距收窄至仅 2 个百分点。","url":"https://www.aioga.com/news/cmrwwr6ry036orobh0xzx3gc8/"},"en":{"title":"Google Cloud revenue growth converging with NVIDIA","summary":"Google Cloud's revenue in the second quarter of 2026 reached $24.8 billion, a year-on-year increase of 82%, with growth now converging with NVIDIA's data center business. Its backlog reached $514 billion, up 385% year-on-year, and the operating profit margin expanded from 20.7% to 35.6%, narrowing the profit margin gap with AWS to just 2 percentage points.","category":"Insights","source":"Tomer Tunguz 博客（VC 分析）","aggregationSource":"Tomer Tunguz 博客（VC 分析）","pageTitle":"Google Cloud revenue growth converging with NVIDIA - Aioga AI News","description":"Google Cloud's revenue in the second quarter of 2026 reached $24.8 billion, a year-on-year increase of 82%, with growth now converging with NVIDIA's data center business. Its backl...","url":"https://www.aioga.com/en/news/cmrwwr6ry036orobh0xzx3gc8/","contentTranslated":true,"sourceHash":"8dcad0f64c4239d8","translatedAt":"2026-07-23T03:02:47.678Z"},"ja":{"title":"Google Cloudの収益成長率はNVIDIAと同じ傾向を示す","summary":"Google Cloudは2026年第2四半期の収益が248億ドルに達し、前年同期比で82％増加し、その成長率はNVIDIAのデータセンター事業と接近した。受注残高は5140億ドルに達し、前年同期比で385％増加、営業利益率は20.7％から35.6％に拡大し、AWSとの利益率の差はわずか2ポイントに縮小した。","category":"ヒントと視点","source":"Tomer Tunguz 博客（VC 分析）","aggregationSource":"Tomer Tunguz 博客（VC 分析）","pageTitle":"Google Cloudの収益成長率はNVIDIAと同じ傾向を示す - Aioga AIニュース","description":"Google Cloudは2026年第2四半期の収益が248億ドルに達し、前年同期比で82％増加し、その成長率はNVIDIAのデータセンター事業と接近した。受注残高は5140億ドルに達し、前年同期比で385％増加、営業利益率は20.7％から35.6％に拡大し、AWSとの利益率の差はわずか2ポイントに縮小した。","url":"https://www.aioga.com/ja/news/cmrwwr6ry036orobh0xzx3gc8/","contentTranslated":true,"sourceHash":"8dcad0f64c4239d8","translatedAt":"2026-07-23T03:02:53.628Z"},"ko":{"title":"Google Cloud 매출 성장 속도와 NVIDIA가 비슷해지다","summary":"Google Cloud는 2026년 2분기 매출이 248억 달러에 달해 전년 동기 대비 82% 성장했으며, 성장 속도는 이미 NVIDIA 데이터 센터 사업과 비슷해졌다. 그 누적 주문액은 5140억 달러로 전년 대비 385% 증가했으며, 영업이익률은 20.7%에서 35.6%로 확대되어 AWS와의 이익률 격차가 단 2%포인트로 좁혀졌다.","category":"인사이트","source":"Tomer Tunguz 博客（VC 分析）","aggregationSource":"Tomer Tunguz 博客（VC 分析）","pageTitle":"Google Cloud 매출 성장 속도와 NVIDIA가 비슷해지다 - Aioga AI 뉴스","description":"Google Cloud는 2026년 2분기 매출이 248억 달러에 달해 전년 동기 대비 82% 성장했으며, 성장 속도는 이미 NVIDIA 데이터 센터 사업과 비슷해졌다. 그 누적 주문액은 5140억 달러로 전년 대비 385% 증가했으며, 영업이익률은 20.7%에서 35.6%로 확대되어 AWS와의 이익률 격차가 단 2%포인...","url":"https://www.aioga.com/ko/news/cmrwwr6ry036orobh0xzx3gc8/","contentTranslated":true,"sourceHash":"8dcad0f64c4239d8","translatedAt":"2026-07-23T03:03:35.976Z"},"es":{"title":"El ritmo de crecimiento de los ingresos de Google Cloud se aproxima al de NVIDIA","summary":"Los ingresos de Google Cloud en el segundo trimestre de 2026 alcanzaron los 24.800 millones de dólares, un aumento del 82% interanual, y la tasa de crecimiento se ha alineado con la del negocio de centros de datos de NVIDIA. Su cartera de pedidos pendientes alcanzó los 514.000 millones de dólares, un aumento del 385% interanual, y el margen operativo se amplió del 20,7% al 35,6%, reduciendo la diferencia de margen con AWS a solo 2 puntos porcentuales.","category":"Ideas","source":"Tomer Tunguz 博客（VC 分析）","aggregationSource":"Tomer Tunguz 博客（VC 分析）","pageTitle":"El ritmo de crecimiento de los ingresos de Google Cloud se aproxima al de NVIDIA - Aioga Noticias de IA","description":"Los ingresos de Google Cloud en el segundo trimestre de 2026 alcanzaron los 24.800 millones de dólares, un aumento del 82% interanual, y la tasa de crecimiento se ha alineado con l...","url":"https://www.aioga.com/es/news/cmrwwr6ry036orobh0xzx3gc8/","contentTranslated":true,"sourceHash":"8dcad0f64c4239d8","translatedAt":"2026-07-23T03:03:35.901Z"},"fr":{"title":"La croissance des revenus de Google Cloud converge avec celle de NVIDIA","summary":"Les revenus de Google Cloud ont atteint 24,8 milliards de dollars au deuxième trimestre 2026, en hausse de 82 % en glissement annuel, la croissance ayant rejoint celle des activités de centres de données de NVIDIA. Son carnet de commandes s'élève à 514 milliards de dollars, en hausse de 385 % en glissement annuel, et la marge opérationnelle est passée de 20,7 % à 35,6 %, réduisant l'écart avec la marge d'AWS à seulement 2 points de pourcentage.","category":"Analyses","source":"Tomer Tunguz 博客（VC 分析）","aggregationSource":"Tomer Tunguz 博客（VC 分析）","pageTitle":"La croissance des revenus de Google Cloud converge avec celle de NVIDIA - Aioga Actualités IA","description":"Les revenus de Google Cloud ont atteint 24,8 milliards de dollars au deuxième trimestre 2026, en hausse de 82 % en glissement annuel, la croissance ayant rejoint celle des activité...","url":"https://www.aioga.com/fr/news/cmrwwr6ry036orobh0xzx3gc8/","contentTranslated":true,"sourceHash":"8dcad0f64c4239d8","translatedAt":"2026-07-23T03:04:19.297Z"},"de":{"title":"Google Cloud Umsatzwachstum nähert sich NVIDIA an","summary":"Google Cloud erzielte im zweiten Quartal 2026 einen Umsatz von 24,8 Milliarden US-Dollar, ein Plus von 82 % im Jahresvergleich, und das Wachstum nähert sich dem der Rechenzentrums-Geschäfte von NVIDIA an. Die Auftragsrückstände beliefen sich auf 514 Milliarden US-Dollar, ein Anstieg von 385 % im Jahresvergleich, und die operative Gewinnmarge stieg von 20,7 % auf 35,6 %, wodurch der Abstand zur Gewinnmarge von AWS auf nur noch 2 Prozentpunkte schrumpfte.","category":"技巧观点","source":"Tomer Tunguz 博客（VC 分析）","aggregationSource":"Tomer Tunguz 博客（VC 分析）","pageTitle":"Google Cloud Umsatzwachstum nähert sich NVIDIA an - Aioga KI-News","description":"Google Cloud erzielte im zweiten Quartal 2026 einen Umsatz von 24,8 Milliarden US-Dollar, ein Plus von 82 % im Jahresvergleich, und das Wachstum nähert sich dem der Rechenzentrums-...","url":"https://www.aioga.com/de/news/cmrwwr6ry036orobh0xzx3gc8/","contentTranslated":true,"sourceHash":"8dcad0f64c4239d8","translatedAt":"2026-07-23T03:04:19.331Z"},"pt-BR":{"title":"O crescimento da receita do Google Cloud se aproxima do da NVIDIA","summary":"A receita do Google Cloud no segundo trimestre de 2026 atingiu US$ 24,8 bilhões, um aumento de 82% em relação ao ano anterior, com a taxa de crescimento se aproximando da do negócio de data centers da NVIDIA. Seus pedidos em backlog alcançaram US$ 514 bilhões, um crescimento de 385% em relação ao ano anterior, e a margem operacional aumentou de 20,7% para 35,6%, reduzindo a diferença de margem em relação à AWS para apenas 2 pontos percentuais.","category":"技巧观点","source":"Tomer Tunguz 博客（VC 分析）","aggregationSource":"Tomer Tunguz 博客（VC 分析）","pageTitle":"O crescimento da receita do Google Cloud se aproxima do da NVIDIA - Aioga Notícias de IA","description":"A receita do Google Cloud no segundo trimestre de 2026 atingiu US$ 24,8 bilhões, um aumento de 82% em relação ao ano anterior, com a taxa de crescimento se aproximando da do negóci...","url":"https://www.aioga.com/pt-BR/news/cmrwwr6ry036orobh0xzx3gc8/","contentTranslated":true,"sourceHash":"8dcad0f64c4239d8","translatedAt":"2026-07-23T03:05:02.488Z"},"ru":{"title":"Рост доходов Google Cloud сходится с NVIDIA","summary":"Доход Google Cloud во втором квартале 2026 года достиг 24,8 миллиарда долларов США, что на 82% больше по сравнению с предыдущим годом, и темпы роста уже сравнялись с бизнесом NVIDIA в сегменте центров обработки данных. Объем невыполненных заказов составил 514 миллиардов долларов США, что на 385% больше по сравнению с предыдущим годом, операционная рентабельность увеличилась с 20,7% до 35,6%, а разрыв в рентабельности с AWS сократился до всего 2 процентных пункта.","category":"技巧观点","source":"Tomer Tunguz 博客（VC 分析）","aggregationSource":"Tomer Tunguz 博客（VC 分析）","pageTitle":"Рост доходов Google Cloud сходится с NVIDIA - Aioga Новости ИИ","description":"Доход Google Cloud во втором квартале 2026 года достиг 24,8 миллиарда долларов США, что на 82% больше по сравнению с предыдущим годом, и темпы роста уже сравнялись с бизнесом NVIDI...","url":"https://www.aioga.com/ru/news/cmrwwr6ry036orobh0xzx3gc8/","contentTranslated":true,"sourceHash":"8dcad0f64c4239d8","translatedAt":"2026-07-23T03:05:09.902Z"},"ar":{"title":"سرعة نمو إيرادات Google Cloud تقترب من NVIDIA","summary":"وصلت إيرادات Google Cloud في الربع الثاني من عام 2026 إلى 24.8 مليار دولار أمريكي، بزيادة قدرها 82٪ على أساس سنوي، وسرعة النمو قد قاربت أعمال مراكز بيانات NVIDIA. وبلغت الطلبات المتراكمة 514 مليار دولار أمريكي، بزيادة قدرها 385٪ على أساس سنوي، بينما توسعت هوامش الربح التشغيلي من 20.7٪ إلى 35.6٪، وقد تقلص الفارق في الربحية مع AWS إلى نقطتين مئويتين فقط.","category":"技巧观点","source":"Tomer Tunguz 博客（VC 分析）","aggregationSource":"Tomer Tunguz 博客（VC 分析）","pageTitle":"سرعة نمو إيرادات Google Cloud تقترب من NVIDIA - Aioga أخبار الذكاء الاصطناعي","description":"وصلت إيرادات Google Cloud في الربع الثاني من عام 2026 إلى 24.8 مليار دولار أمريكي، بزيادة قدرها 82٪ على أساس سنوي، وسرعة النمو قد قاربت أعمال مراكز بيانات NVIDIA. وبلغت الطلبات الم...","url":"https://www.aioga.com/ar/news/cmrwwr6ry036orobh0xzx3gc8/","contentTranslated":true,"sourceHash":"8dcad0f64c4239d8","translatedAt":"2026-07-23T03:06:08.871Z"},"hi":{"title":"Google क्लाउड की राजस्व वृद्धि की दर NVIDIA के समान हो गई","summary":"Google क्लाउड का 2026 की दूसरी तिमाही का राजस्व 24.8 अरब डॉलर तक पहुंच गया, जो साल-दर-साल 82% की वृद्धि है, वृद्धि दर NVIDIA डेटा सेंटर व्यवसाय के समान हो गई है। इसका बकाया आदेश 514 अरब डॉलर तक पहुंच गया, जो साल-दर-साल 385% की वृद्धि है, और संचालन लाभ मार्जिन 20.7% से बढ़कर 35.6% हो गया, AWS के लाभ मार्जिन के अंतर केवल 2 प्रतिशत अंक तक सीमित हो गया।","category":"技巧观点","source":"Tomer Tunguz 博客（VC 分析）","aggregationSource":"Tomer Tunguz 博客（VC 分析）","pageTitle":"Google क्लाउड की राजस्व वृद्धि की दर NVIDIA के समान हो गई - Aioga AI समाचार","description":"Google क्लाउड का 2026 की दूसरी तिमाही का राजस्व 24.8 अरब डॉलर तक पहुंच गया, जो साल-दर-साल 82% की वृद्धि है, वृद्धि दर NVIDIA डेटा सेंटर व्यवसाय के समान हो गई है। इसका बकाया आदेश 51...","url":"https://www.aioga.com/hi/news/cmrwwr6ry036orobh0xzx3gc8/","contentTranslated":true,"sourceHash":"8dcad0f64c4239d8","translatedAt":"2026-07-23T03:06:03.325Z"},"it":{"title":"La crescita dei ricavi di Google Cloud converge con quella di NVIDIA","summary":"Le entrate di Google Cloud nel secondo trimestre del 2026 hanno raggiunto 24,8 miliardi di dollari, con un aumento anno su anno dell'82%, una crescita ormai simile a quella del business dei data center di NVIDIA. I suoi ordini arretrati hanno raggiunto 514 miliardi di dollari, con un aumento del 385% su base annua, e il margine operativo è passato dal 20,7% al 35,6%, riducendo il divario di profitto con AWS a soli 2 punti percentuali.","category":"技巧观点","source":"Tomer Tunguz 博客（VC 分析）","aggregationSource":"Tomer Tunguz 博客（VC 分析）","pageTitle":"La crescita dei ricavi di Google Cloud converge con quella di NVIDIA - Aioga Notizie IA","description":"Le entrate di Google Cloud nel secondo trimestre del 2026 hanno raggiunto 24,8 miliardi di dollari, con un aumento anno su anno dell'82%, una crescita ormai simile a quella del bus...","url":"https://www.aioga.com/it/news/cmrwwr6ry036orobh0xzx3gc8/","contentTranslated":true,"sourceHash":"8dcad0f64c4239d8","translatedAt":"2026-07-23T03:06:56.377Z"},"nl":{"title":"Google Cloud-omzetgroei convergeert met NVIDIA","summary":"Google Cloud behaalde in het tweede kwartaal van 2026 een omzet van 24,8 miljard dollar, een stijging van 82% op jaarbasis, waarbij de groeisnelheid vergelijkbaar werd met die van de datacenters van NVIDIA. Het openstaande orderboek bedroeg 514 miljard dollar, een stijging van 385% op jaarbasis, en de operationele winstmarge steeg van 20,7% naar 35,6%, waardoor het verschil met de winstmarge van AWS werd verkleind tot slechts 2 procentpunten.","category":"技巧观点","source":"Tomer Tunguz 博客（VC 分析）","aggregationSource":"Tomer Tunguz 博客（VC 分析）","pageTitle":"Google Cloud-omzetgroei convergeert met NVIDIA - Aioga AI-nieuws","description":"Google Cloud behaalde in het tweede kwartaal van 2026 een omzet van 24,8 miljard dollar, een stijging van 82% op jaarbasis, waarbij de groeisnelheid vergelijkbaar werd met die van...","url":"https://www.aioga.com/nl/news/cmrwwr6ry036orobh0xzx3gc8/","contentTranslated":true,"sourceHash":"8dcad0f64c4239d8","translatedAt":"2026-07-23T03:06:48.297Z"},"tr":{"title":"Google Cloud gelir artış hızı NVIDIA ile benzerlik gösteriyor","summary":"Google Cloud'un 2026 ikinci çeyrek geliri 24,8 milyar ABD doları olarak gerçekleşti, yıllık %82 artış gösterdi ve büyüme hızı NVIDIA veri merkezi işi ile benzer hale geldi. Biriken siparişleri 514 milyar ABD doları olarak kaydedildi, yıllık %385 artış gösterdi, işletme kâr marjı %20,7'den %35,6'ya yükseldi ve AWS ile kâr marjı farkı yalnızca 2 puana kadar daraldı.","category":"技巧观点","source":"Tomer Tunguz 博客（VC 分析）","aggregationSource":"Tomer Tunguz 博客（VC 分析）","pageTitle":"Google Cloud gelir artış hızı NVIDIA ile benzerlik gösteriyor - Aioga AI Haberleri","description":"Google Cloud'un 2026 ikinci çeyrek geliri 24,8 milyar ABD doları olarak gerçekleşti, yıllık %82 artış gösterdi ve büyüme hızı NVIDIA veri merkezi işi ile benzer hale geldi. Biriken...","url":"https://www.aioga.com/tr/news/cmrwwr6ry036orobh0xzx3gc8/","contentTranslated":true,"sourceHash":"8dcad0f64c4239d8","translatedAt":"2026-07-23T03:07:47.578Z"},"vi":{"title":"Tốc độ tăng doanh thu của Google Cloud tiệm cận với NVIDIA","summary":"Doanh thu của Google Cloud trong quý 2 năm 2026 đạt 24,8 tỷ USD, tăng 82% so với cùng kỳ năm trước, tốc độ tăng trưởng đã tiệm cận với mảng trung tâm dữ liệu của NVIDIA. Đơn hàng tồn đọng của công ty đạt 514 tỷ USD, tăng 385% so với cùng kỳ, biên lợi nhuận hoạt động từ 20,7% đã mở rộng lên 35,6%, khoảng cách về lợi nhuận so với AWS chỉ còn 2 điểm phần trăm.","category":"技巧观点","source":"Tomer Tunguz 博客（VC 分析）","aggregationSource":"Tomer Tunguz 博客（VC 分析）","pageTitle":"Tốc độ tăng doanh thu của Google Cloud tiệm cận với NVIDIA - Tin tức AI Aioga","description":"Doanh thu của Google Cloud trong quý 2 năm 2026 đạt 24,8 tỷ USD, tăng 82% so với cùng kỳ năm trước, tốc độ tăng trưởng đã tiệm cận với mảng trung tâm dữ liệu của NVIDIA. Đơn hàng t...","url":"https://www.aioga.com/vi/news/cmrwwr6ry036orobh0xzx3gc8/","contentTranslated":true,"sourceHash":"8dcad0f64c4239d8","translatedAt":"2026-07-23T03:07:35.936Z"},"id":{"title":"Pertumbuhan pendapatan Google Cloud mendekati NVIDIA","summary":"Pendapatan Google Cloud pada kuartal kedua 2026 mencapai 24,8 miliar USD, meningkat 82% dibandingkan tahun sebelumnya, dengan laju pertumbuhan yang hampir sama dengan bisnis pusat data NVIDIA. Pesanan backlog-nya mencapai 514 miliar USD, meningkat 385% dibandingkan tahun sebelumnya, margin operasi meningkat dari 20,7% menjadi 35,6%, sehingga selisih margin keuntungan dengan AWS menyempit menjadi hanya 2 poin persentase.","category":"技巧观点","source":"Tomer Tunguz 博客（VC 分析）","aggregationSource":"Tomer Tunguz 博客（VC 分析）","pageTitle":"Pertumbuhan pendapatan Google Cloud mendekati NVIDIA - Berita AI Aioga","description":"Pendapatan Google Cloud pada kuartal kedua 2026 mencapai 24,8 miliar USD, meningkat 82% dibandingkan tahun sebelumnya, dengan laju pertumbuhan yang hampir sama dengan bisnis pusat...","url":"https://www.aioga.com/id/news/cmrwwr6ry036orobh0xzx3gc8/","contentTranslated":true,"sourceHash":"8dcad0f64c4239d8","translatedAt":"2026-07-23T03:08:31.856Z"},"th":{"title":"การเติบโตของรายได้ Google Cloud ใกล้เคียงกับ NVIDIA","summary":"รายได้ของ Google Cloud ในไตรมาสที่ 2 ของปี 2026 อยู่ที่ 24,800 ล้านดอลลาร์สหรัฐ เพิ่มขึ้น 82% เมื่อเทียบกับปีที่แล้ว อัตราการเติบโตใกล้เคียงกับธุรกิจศูนย์ข้อมูลของ NVIDIA คำสั่งซื้อคงค้างอยู่ที่ 514,000 ล้านดอลลาร์สหรัฐ เพิ่มขึ้น 385% เมื่อเทียบกับปีที่แล้ว อัตรากำไรจากการดำเนินงานขยายจาก 20.7% เป็น 35.6% ความแตกต่างของอัตรากำไรกับ AWS ลดลงเหลือเพียง 2 เปอร์เซ็นต์","category":"技巧观点","source":"Tomer Tunguz 博客（VC 分析）","aggregationSource":"Tomer Tunguz 博客（VC 分析）","pageTitle":"การเติบโตของรายได้ Google Cloud ใกล้เคียงกับ NVIDIA - ข่าว AI Aioga","description":"รายได้ของ Google Cloud ในไตรมาสที่ 2 ของปี 2026 อยู่ที่ 24,800 ล้านดอลลาร์สหรัฐ เพิ่มขึ้น 82% เมื่อเทียบกับปีที่แล้ว อัตราการเติบโตใกล้เคียงกับธุรกิจศูนย์ข้อมูลของ NVIDIA คำสั่งซื้...","url":"https://www.aioga.com/th/news/cmrwwr6ry036orobh0xzx3gc8/","contentTranslated":true,"sourceHash":"8dcad0f64c4239d8","translatedAt":"2026-07-23T03:08:29.750Z"},"pl":{"title":"Tempo wzrostu przychodów Google Cloud zbliża się do NVIDIA","summary":"Przychody Google Cloud w drugim kwartale 2026 roku osiągnęły 24,8 miliarda dolarów, co oznacza wzrost o 82% w ujęciu rocznym, a tempo wzrostu zrównało się już z biznesem centrów danych NVIDIA. Jego zaległe zamówienia wyniosły 514 miliardów dolarów, co oznacza wzrost o 385% w ujęciu rocznym, a marża operacyjna wzrosła z 20,7% do 35,6%, a różnica w marży w stosunku do AWS zmniejszyła się do zaledwie 2 punktów procentowych.","category":"技巧观点","source":"Tomer Tunguz 博客（VC 分析）","aggregationSource":"Tomer Tunguz 博客（VC 分析）","pageTitle":"Tempo wzrostu przychodów Google Cloud zbliża się do NVIDIA - Aioga Wiadomości AI","description":"Przychody Google Cloud w drugim kwartale 2026 roku osiągnęły 24,8 miliarda dolarów, co oznacza wzrost o 82% w ujęciu rocznym, a tempo wzrostu zrównało się już z biznesem centrów da...","url":"https://www.aioga.com/pl/news/cmrwwr6ry036orobh0xzx3gc8/","contentTranslated":true,"sourceHash":"8dcad0f64c4239d8","translatedAt":"2026-07-23T03:09:20.685Z"}}}}