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Meta's Advertising Revenue Resilience and Alphabet's Cloud Expansion

The Motley Fool +1 ·

GOOG Alphabet Inc
$336.40 -1.11%
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GOOGL -1.13% META -1.59%
  1. 1Approximately 98% of Meta's 2025 advertising revenue comes from ads, and Meta apps recorded over 3.5 billion daily users by the end of 2025.
  2. 2Google Cloud revenue reached $20 billion in the first quarter of 2026, with 9 out of the top 10 AI labs using Google Cloud.
  3. 3Alphabet began direct delivery of TPU systems to customer facilities in the second quarter of 2026 and pursued a cloud joint venture with Blackstone.

So what's the key point?

Meta earns money through advertising, and many AI labs use Google Cloud. Alphabet is expanding its business by delivering its own AI systems to customers.

Source The Motley Fool +1 · View original ↗

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