SPIN Unprocessed October 29, 2026 ai_technology technology
Google's search revenue rose 12% YoY to $63.25B in Q3 2026, down from 14.5% in Q3 2025, with Google attributing the slowdown to "lower monetization" in AI Mode (Simon Sharwood/The Register)
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Simon Sharwood / The Register: Google's search revenue rose 12% YoY to $63.25B in Q3 2026, down from 14.5% in Q3 2025, with Google attributing the slowdown to “lower monetization” in AI Mode — That's a problem, cos it just spent $51 billion on infrastructure and still needs to rent compute from others to run its cloud
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