FCF 관련해서 내 클로드 조차 시장의 시니컬함을 담습하는 것 같지만 중요한 점은 구글의 경영진 조차 컴퓨팅과 클라우드에 대한 투자가 AGI를 향한 큰 서사에서는 당장의 희생을 감내해야할, Cost 보다 Return이 큰, 기업의 미래 생사가 걸린 투자라고 보고 있다고 느껴진다는 점이다
we will continue to invest as long as we see an attractive return on that investment
the dynamics look healthier than where we were about a year ago, that's what gives us the confidence to undertake those investments
significant increase in our investments in technical infrastructure will continue to put pressure...in the form of higher depreciation expense and related data center operations costs
We continue to be supply constrained, a sign of momentum and rapid adoption
we plan to expand the use of third-party capacity in Q3 as a bridging strategy while we build out more internal capacity
We're still in a supply constraint environment...we are seeing very strong demand, both from external cloud customers as well as across the business