{"id":233186,"date":"2026-04-30T15:52:31","date_gmt":"2026-04-30T15:52:31","guid":{"rendered":"https:\/\/www.europesays.com\/se\/233186\/"},"modified":"2026-04-30T15:52:31","modified_gmt":"2026-04-30T15:52:31","slug":"techjattarnas-vinster-rusar-men-ai-notan-skrammer-marknaden","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/se\/233186\/","title":{"rendered":"Techj\u00e4ttarnas vinster rusar \u2013 men AI-notan skr\u00e4mmer marknaden"},"content":{"rendered":"<p>Alphabet: Molnet exploderar<\/p>\n<ul class=\"list-disc pl-6 my-4\">\n<li value=\"1\" class=\"\"><strong>Oms\u00e4ttning: <\/strong>109,9 mdr USD vs 107,3 mdr USD f\u00f6rv\u00e4ntat<\/li>\n<li value=\"2\" class=\"\"><strong>Vinst per aktie:<\/strong> 5,11 USD vs 2,64 USD f\u00f6rv\u00e4ntat<\/li>\n<\/ul>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Google-\u00e4garen Alphabet levererade 22% tillv\u00e4xt. Det mest intressanta i rapporten \u00e4r hur snabbt molnverksamheten nu v\u00e4xer. Google Cloud \u00f6kade int\u00e4kterna med 63% p\u00e5 \u00e5rsbasis och tar marknadsandelar i ett segment d\u00e4r bolaget tidigare legat efter Microsoft och Amazon. <\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Att orderstocken n\u00e4stan dubblades p\u00e5 ett enda kvartal sticker ocks\u00e5 ut som positivt f\u00f6r bolagets framtidsutsikter.<\/p>\n<ul class=\"list-disc pl-6 my-4\">\n<li value=\"1\" class=\"\"><strong>Google Cloud int\u00e4kter<\/strong>: 20 mdr USD vs 18 mdr USD f\u00f6rv\u00e4ntat<\/li>\n<li value=\"2\" class=\"\"><strong>Youtube int\u00e4kter<\/strong>: 9,9 mdr USD vs 10 mdr USD f\u00f6rv\u00e4ntat<\/li>\n<\/ul>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">S\u00f6kaff\u00e4ren, som l\u00e4nge oroat investerare p\u00e5 grund av AI-hotet, visar samtidigt motsatt tendens. Tillv\u00e4xten i Search \u00e4r fortsatt h\u00f6g och bolaget h\u00e4vdar att AI-funktionerna driver upp anv\u00e4ndningen snarare \u00e4n kannibaliserar p\u00e5 den. Det \u00e4r ett viktigt budskap f\u00f6r marknaden, \u00e4ven om det \u00e5terst\u00e5r att se hur l\u00f6nsamheten i AI-s\u00f6kningar ser ut p\u00e5 sikt.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">&#8221;2026 har b\u00f6rjat fantastiskt. S\u00f6kaff\u00e4ren hade ett starkt kvartal med AI-upplevelser som driver anv\u00e4ndning, s\u00f6kningar p\u00e5 rekordniv\u00e5 och 19% int\u00e4ktstillv\u00e4xt.&#8221; skriver VD <strong>Sundar Pichai <\/strong>i rapporten.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Nettoresultatet rusade 81%. Men h\u00e4r finns en orealiserad v\u00e4rde\u00f6kning p\u00e5 aktieinvesteringar om 36,9 mdr som lyfter siffran kraftigt. Det g\u00e4ller bland annat <a class=\"text-primary-90 hover:text-primary-110 underline hover:no-underline\" href=\"https:\/\/placera.se\/nyheter\/borsbolagen-som-vinner-pa-jattarnas-notering-2026-04-09\" rel=\"nofollow noopener\" target=\"_blank\">investeringar i <strong>SpaceX <\/strong>och <strong>Anthropic<\/strong><\/a>.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Bolaget prognostiserar mellan 180 och 190 mdr USD i investeringar under 2026. En h\u00f6jning fr\u00e5n tidigare prognos p\u00e5 175 till 185 mdr. Det avser fr\u00e4mst nya AI-datacenter.<\/p>\n","protected":false},"excerpt":{"rendered":"Alphabet: Molnet exploderar Oms\u00e4ttning: 109,9 mdr USD vs 107,3 mdr USD f\u00f6rv\u00e4ntat Vinst per aktie: 5,11 USD vs&hellip;\n","protected":false},"author":2,"featured_media":233187,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[65],"tags":[735,1567,6302,72,70,71,6227,3218,34,31,33,32,30,18187],"class_list":["post-233186","post","type-post","status-publish","format-standard","has-post-thumbnail","category-ekonomi","tag-microsoft","tag-alphabet","tag-amazon-com","tag-business","tag-economy","tag-ekonomi","tag-meta-platforms","tag-rapporter","tag-se","tag-svenska","tag-sverige","tag-sweden","tag-swedish","tag-techbolag"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/116494463647712099","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/233186","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/comments?post=233186"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/233186\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/233187"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=233186"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=233186"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=233186"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}