[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![AKCapStrat Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1696720167365976064.png) MarketMaverick [@AKCapStrat](/creator/twitter/AKCapStrat) on x XXX followers
Created: 2025-07-23 21:10:16 UTC

Google CEO Sundar Pichai: 

AI Overviews 2B+ users, Gemini app 450M MAU. 

Cloud demand drives $85B capex. 

Ad rev $71B+ (up 10%), YouTube $9.8B. 

Outlook: AI infra ramp, Wiz deal closes 2026. 

Bearish: TAC $14.7B up. 

Bullish: Cloud margins ~18% (doubled YoY). 

#Google  $GOOG $GOOGL


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1948128554799259831/c:line.svg)

**Related Topics**
[googl](/topic/googl)
[goog](/topic/goog)
[$goog](/topic/$goog)
[doubled](/topic/doubled)
[$147b](/topic/$147b)
[tac](/topic/tac)
[bearish](/topic/bearish)
[infra](/topic/infra)

[Post Link](https://x.com/AKCapStrat/status/1948128554799259831)