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Can you just talk about how Project Ranir is running with Anthropic after first full quarter?
the architecture of Project Rainier and how it's differentiated and what that means for customers and for AWS?
can you just help us understand with some more granularity how tariffs are being absorbed across suppliers, Amazon and consumers and whether you anticipate any change going forward?
We did a strong quarter in AWS, as you mentioned, the margin performance
maybe you can talk a little bit more about margins there just given that they've kind of moved between the mid-20s to the high thirties over the past two years
can you talk about your thought process heading into the app integration and what you're seeing in the early days
Are there any other factors that we should be thinking about for 3Q that might be keeping the outlook in check there
on alternative accommodations, the room night growth, looks like a little bit of decel. Do you feel like that's a broader industry trend
whether you’re seeing any shift toward lower cost alternatives or shorter booking windows into the summer travel season
what drives your confidence that travel vertical specific agents will prove to be valuable over time
What are the ways that Google can build and maintain its Gemini position
what happens in terms of clicks per query and conversion rates
how you're thinking about your current access to compute
how we should think about the 1.5 billion AI Overviews users
is it still fair to say that you're monetizing nearly on par with existing search
I know you expect to grow operating income in '26. Do you also expect to have positive free cash flow? Just how should we think about the current and any future JVs for data center and compute buil...
could you just provide more detail on the progress of the MSL team several months in? And more on your view on the path to a frontier model this year
Can you just talk about your thought process and kind of triangulating the CapEx dollar growth and the significantly faster expense growth next year with core growth in the business and then the im...
Meta has been a huge proponent of open source AI, has your thinking changed here at all, just as you pursue superintelligence and push for even greater returns on your significant infrastructure in...
your comments on '26 CapEx suggest more than $100 billion of spend next year potentially. Do you continue to expect to finance all this yourself? Or could there be opportunities to partner here?
there have been some articles suggesting that you've been looking to partner to share some of the costs of the AI infrastructure build-out. Can you just help us understand your thought process there
can you just help us understand how much of that is tied to the additional data center investments versus the increased hardware costs, and really what's driving those higher hardware costs?
does the composition change much from last year when you talked about servers as the largest part followed by data centers and networking equipment
as DeepSeek and other models potentially leverage Llama or others to train faster and cheaper. How does this impact in your view?
how has your thinking evolved over the past couple of years about Netflix, Inc.'s ability to leverage AI?
how do you think about the business currently as being "head boosted or head driven"? And are you confident
does the agreement to debut Narnia in the theater in 2026 suggest any shift in your overall theatrical strategy
can you talk about how you see data and simulation accelerating the path to market for those kind of AV 2.0 software players
what are the key unlocks or hurdles just to get those up and running either through regulatory, manufacturing or safety
Can you just talk about the path to increase the 20% of map in markets where you have mobility and delivery
could you expand on the recently announced Nvidia partnership
is there any more color that you can add around the buyback and just kind of loosely how you think about overall time frame
how are consumers responding to the pricing growth deceleration just tied to the moderating insurance pressures
as you work to keep prices low, curious what kind of elasticity you think you’re seeing in terms of the response and how that’s showing up in rides
What are you seeing there in terms of utilization of those Waymos relative to some of their other markets
can you just talk about how you're thinking about the sustainability of insurance costs and those slower insurance price increases through the year
I'm curious if there's anything additional you can share on your experience with Waymo in Phoenix and just how you're helping drive utilization