Alphabet
GOOGLQ2 2023(GOOGL Q1 FY2023)Estimated0.6% AI
AI Revenue %
0.6%
AI Fair Value
$9.5B
AI Revenue (Q)
$418.7M
Total Revenue (Q)
$69.8B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
10-Q 2023-03-31. Google Cloud $7,454M. Generative AI interest surging post-ChatGPT. Bard launched March 2023. Cloud AI/ML portion estimated at ~7% of Cloud = ~$522M. No Gemini subscription product yet.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix