Alphabet第三季度营收同比增长25%至约1280亿美元：Google Cloud大涨103%，Gemini应用用户达10亿
谷歌母公司 Alphabet 10月28日公布2026年第三季度业绩，公司首席执行官 Sundar Pichai 在财报电话会上表示，Alphabet 当季营收同比增长25%，达到约1,280亿美元，年化营收运行率已达5,000亿美元。
分业务看，搜索及其他广告收入同比增长12%，Pichai 称搜索查询量同比增速为五年来最高；Google Cloud 收入同比大涨103%，主要由超级智能基础设施与解决方案需求驱动，公司正加快上线更多算力容量，并预期 TPU 系统需求持续强劲。
使用量方面，谷歌一方模型 API 现在每分钟处理近320亿个 token，较上一季度增长40%、为一年前的四倍多；Gemini 应用用户数达到10亿，Pichai 称其为谷歌历史上增长最快的产品；YouTube Music 与 Premium 全球订阅者（含试用）已超过1.5亿。
长期业务方面，无人驾驶公司 Waymo 累计全自动驾驶里程已超过3亿英里，目前在美国15个主要城市运营，近期已在 San Antonio、San Diego 与 Tampa 向公众开放服务，并计划扩展至加拿大、德国、新加坡与西班牙。Pichai 还提到，公司前一日发布了世界模型 Genie 4，本季在量子计算上首次演示了「魔术态培育」（magic state cultivation），并通过 Project Suncatcher 把 TPU 送入太空。
Alphabet Q3 Revenue Rises 25% to About $128 Billion as Google Cloud Surges 103% and the Gemini App Reaches One Billion Users
Alphabet, Google's parent company, reported its third-quarter 2026 results on October 28. CEO Sundar Pichai said on the earnings call that Alphabet's revenue grew 25% year over year to about $128 billion, putting the company at a half-trillion-dollar annual revenue run rate.
By segment, Search and other advertising revenue grew 12%, with Pichai saying year-over-year query growth was the highest in five years. Google Cloud revenue surged 103%, driven mainly by demand for AI infrastructure and solutions; the company is working to bring more capacity online and expects continued strong demand for its TPU systems.
On usage, Google's first-party model APIs now process nearly 32 billion tokens per minute, up 40% from last quarter and more than four times the level of a year ago. The Gemini app has reached one billion users, which Pichai called the fastest-growing product in Google's history, and YouTube Music and Premium surpassed 150 million subscribers globally, including trials.
Among its long-term bets, Waymo has now driven more than 300 million fully autonomous miles and operates in 15 major U.S. cities, recently opening service to the public in San Antonio, San Diego, and Tampa, with expansions planned into Canada, Germany, Singapore, and Spain. Pichai also noted that Google had announced its Genie 4 world model the previous day, demonstrated magic state cultivation in quantum computing for the first time during the quarter, and launched TPUs into space with Project Suncatcher.
来源：GSM·美国（原文链接）
图片来源：图：Alphabet 公司标志（公共领域，经 Wikimedia Commons）。 / The Alphabet Inc. logo (public domain, via Wikimedia Commons).
