回复@茅台赶紧给我腰斩鸭: 有大企业，但从财报电话会议的口气来看，应该不多（没有大吹特吹）。
24Q4：
【First, Google Cloud. Our AI-powered Cloud offerings enabled us to win customers such as Mercedes-Benz, Mercado Libre and Servier. In 2024, the number of first-time commitments more than doubled, compared to 2023. We also deepened customer relationships. Last year, we closed several strategic deals over one billion dollars. And the number of deals over $250 million doubled from the prior year.
首先是 Google Cloud。我们基于 AI 的云服务帮助我们赢得了梅赛德斯-奔驰、Mercado Libre 和 Servier 等客户。与 2023 年相比，2024 年首次承诺的数量增加了一倍多。我们还深化了客户关系。去年，我们达成了多笔超过 10 亿美元的战略交易。超过 2.5 亿美元的交易数量比上一年增加了一倍。】
25Q1：没提。
25Q2：
【Next, Google Cloud. We see strong customer demand, driven by our product differentiation and our comprehensive AI product portfolio. stats show this. One, the number of deals over $250 million, doubling year-over-year; two, in the first half of 2025. We signed the same number of deals over $1 million that we did in all of 2024; three, a number of new GCP customers increased by nearly 28% quarter-over-quarter or more than 85,000 enterprises, including LVMH, Salesforce and Singapore's DBS Bank now built with Gemini, driving a 35x growth in Gemini usage year-over-year.
接下来是谷歌云。我们看到强劲的客户需求，这得益于我们产品的差异化和全面的人工智能产品组合。统计数据表明了这一点。首先，超过2.5亿美元的交易数量同比增长了一倍；其次，在2025年上半年，我们签署的超过100万美元的交易数量与2024年全年持平；第三，GCP新客户数量环比增长近28%，超过8.5万家企业，包括LVMH、Salesforce和新加坡星展银行，目前都已与Gemini建立合作关系，推动Gemini使用量同比增长35倍。】//@茅台赶紧给我腰斩鸭:回复@刘成岗:仓老师知不知道现在云业务的增量主要来自哪里？我看到个说法是ai初创企业的发展，但是这个发展目前很多企业都不盈利，这样的话是否具备持续性？