Alphabet
GOOGLQ3 2023(GOOGL Q2 FY2023)Estimated0.7% AI
AI Revenue %
0.7%
AI Fair Value
$11.3B
AI Revenue (Q)
$522.2M
Total Revenue (Q)
$74.6B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
10-Q 2023-06-30. Google Cloud $8,031M. Gen AI features rolling out on Cloud (Vertex AI gen-AI, Duet AI for Workspace preview). Ring 1 estimated at ~7% of Cloud = ~$562M. No consumer AI subscription yet.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix