Hacker News

points by notatoad 13 hours ago | 0 comments

search numbers are down as a percentage of total revenue, because cloud is up. search numbers are not actually down

This is it exactly. Search is steady while GC is growing by leaps and bounds because all AI iniatives require cloud for hardware and GC is a good option for anyone unhappy with AWS or Azure. The graph makes it clear.

[–] weatherlite 13 hours ago

Actually search still grew 12% yoy last quarter