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How will Google react to the lead that Anthropic and OpenAI (and definitely Moonshot, and maybe even SpaceX?) have developed over Gemini? Do we see even MORE capex than the anticipated 96% growth? Or do we see a speedbump.
Additionally, Cloud has to have less upside than recent quarters here as a result, no? And maybe, just maybe, we get a perfect storm where Search revenue also shows relative weakness? That couldn’t all happen at once, could it?
Here are Consensus expectations for the quarter: