Alphabet Links Q3 AI Investment to Search Query Growth, Including Commercial Queries

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Alphabet's third-quarter 2026 results, filed with the SEC, show Google tying its AI investments to growth in Search queries, including commercial ones. Consolidated revenue reached $127.6 billion for the quarter ended September 30, up 25% year over year, with Google Search & other revenue rising 12%. The company also reported about $51.4 billion in capital expenditures, a figure not solely attributable to AI. The filing does not represent a new SEO rule or confirmed change to ranking or crawling, but it signals that AI-driven experiences such as AI Mode are becoming a larger part of how people discover information. Analysts note that AI Mode's rollout remains selective, so website owners should treat its reach as uneven across users and regions.

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ProgrammingDEV Community ·

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ProgrammingDEV Community ·

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