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Google Search revenue growth slows despite record search queries as AI integration fails to drive monetization
Alphabet reported search query growth at a 5-year high but Search revenue growth decelerated to 12% YoY and paid-click growth dropped to 8% in Q3, suggesting AI features are not driving incremental monetization. The company is investing heavily in AI infrastructure without clear revenue offsets.
Why it matters — Even dominant platforms struggle to monetize AI integration—the path from inference at scale to sustainable unit economics remains unproven for search and similar high-volume products.
