Alphabet
GOOGLQ4 2023(GOOGL Q3 FY2023)Estimated0.8% AI
AI Revenue %
0.8%
AI Fair Value
$13.5B
AI Revenue (Q)
$613.5M
Total Revenue (Q)
$76.7B
Source: SEC EDGAR SEC Filing Filing
View SEC Filing on SEC.govAnalysis
10-Q 2023-09-30. Google Cloud $8,411M. Gen AI adoption on Cloud accelerating. Vertex AI gen-AI, Cloud TPU v5e launched, Duet AI GA. Ring 1 estimated at ~8% of Cloud = ~$673M.
Analyzed by claude-opus-4-6
Confidence Tier
EstimatedNo direct AI revenue disclosure — estimated from product mix