They can't break it out because it is embedded in other services.
But to quote:
> Overall, we’re seeing our AI investments and infrastructure drive revenue and growth across the board.
and
> Revenue from AI solutions built by our partners increased nearly 300% year-over-year, and commitments from our top 15 software partners grew more than 16X year-over-year.
Operating margin has been declining since approximately 3/2025 at Alphabet.
You think Google has no ability to tell us whether a traditional search makes more revenue than an AI Summary search? I think we would be naive to assume they don't know that.
They're talking about free inference like Android and Google Home devices. No one is paying subscription fees for these and they're running their inference in the cloud. Apple Intelligence, for the most part, is running on the device.
It's not. People make this claim with zero evidence.
But Google made around $20B profit on Google search in 2025 Q4, and that includes AI search.