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Google has more money, users and benefits than ever. It is also more scared than ever

Google has just announced financial results that at any other time would be a reason for celebration. Income by 12% higher, benefits fired by 28% and their cloud division growing at 30%. But Wall Street has responded with A 7% drop in its action In pre -opening.

Google had never had so much, but it is also when you have to lose.

Between the lines. The investment of 75,000 million dollars in AI for 2025, 47% above expected, is not read as a demonstration of strength but as a defensive reaction.

Google is spending more than ever to defend its territory, while competitors like Deepseek have shown that it can be innovated in the much less.

In figures. The numbers are overwhelming:

  • Income: 96,470 million dollars (+12%).
  • Net profit: 26,540 million (+28%).
  • Google Cloud: 11,960 million (+30%).
  • Investment in AI: 75,000 million planned for 2025.
Alphabet Quarterly Earnings
Alphabet Quarterly Earnings

Alphabet Quarterly Profit Loss
Alphabet Quarterly Profit Loss

The backdrop. For the first time in its history, Google is on the defensive. The threat of generative AI to its search business is real and the company is forced to react to innovations of smaller competitors. An unthinkable scenario two years ago.

The giant who changed the Internet is now chasing others, with competitors such as Deepseek demonstrating that competitive models can be created with a fraction of investment.

Turning point. The turn in its principles of AI, eliminating restrictions on military use and mass espionageIt is a good reflection of this transformation. Google argues that “democracies must lead in AI”, an veiled way of expressing their concern for Chinese competition.

The turn in its philosophy also arrives at a very specific moment: China has just announced An antimonopoly investigation against Googleand the company He has just lost a similar case in the United States.

And now what. The paradox is clear: the more Google grows, the more vulnerable it seems. The 7% drop in the stock market after exceptional results confirms it.

Investors see in the investment plan not a muscle demonstration, but the confirmation that even the almighty Google fears for their future.

In Xataka | Google Photos has more than 1,000 million users. But at first Google did not want to hear about the project

Outstanding image | VORTEXMAN1234 With Midjourney

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