{"id":64974,"date":"2025-10-31T21:46:00","date_gmt":"2025-10-31T19:46:00","guid":{"rendered":"https:\/\/economic.karpat.in.ua\/?p=64974"},"modified":"2025-10-31T10:27:46","modified_gmt":"2025-10-31T08:27:46","slug":"napi-100-milliard-forintot-keres-tisztan-a-google-anyacege","status":"publish","type":"post","link":"https:\/\/economic.karpat.in.ua\/?p=64974&lang=hu","title":{"rendered":"D\u00f6bbenetes profitot kasz\u00e1lt a Google anyac\u00e9ge"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><strong>Az Alphabet az id\u00e9n bev\u00e9teleinek csaknem negyed\u00e9t visszaforgatja a mesters\u00e9gesintelligencia-alkalmaz\u00e1sok fejleszt\u00e9s\u00e9re \u00e9s infrastruktur\u00e1lis kiszolg\u00e1l\u00e1sukra. A negyed\u00e9ves gyorsjelent\u00e9s minden el\u0151zetes v\u00e1rakoz\u00e1st fel\u00fclm\u00fal\u00f3 sz\u00e1mai azt igazolj\u00e1k, hogy minden ebbe fektetett doll\u00e1r bus\u00e1san megt\u00e9r\u00fcl. <\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Eg\u00e9szen \u00e9szveszt\u0151 \u00f6sszegeket tol a mesters\u00e9gesintelligencia-alkalmaz\u00e1sok fejleszt\u00e9s\u00e9be a Google anyav\u00e1llalata, az Alphabet, amely szerd\u00e1n a foly\u00f3 p\u00e9nz\u00fcgyi \u00e9v\u00e9re vonatkoz\u00f3 kutat\u00e1s-fejleszt\u00e9si-beruh\u00e1z\u00e1si keret\u00e9t 91-93 milli\u00e1rd doll\u00e1rra b\u0151v\u00edtette. A t\u00e1rsas\u00e1g az id\u00e9n ezt megel\u0151z\u0151en m\u00e1r k\u00e9tszer is feljebb sr\u00f3folta az \u00f6sszeget, el\u0151bb febru\u00e1rban 75 milli\u00e1rdra, majd j\u00faliusban 85 milli\u00e1rd doll\u00e1rra.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1200\" height=\"801\" src=\"https:\/\/economic.karpat.in.ua\/wp-content\/uploads\/2025\/10\/google.jpg\" alt=\"\" class=\"wp-image-64977\" srcset=\"https:\/\/economic.karpat.in.ua\/wp-content\/uploads\/2025\/10\/google.jpg 1200w, https:\/\/economic.karpat.in.ua\/wp-content\/uploads\/2025\/10\/google-300x200.jpg 300w, https:\/\/economic.karpat.in.ua\/wp-content\/uploads\/2025\/10\/google-1024x684.jpg 1024w, https:\/\/economic.karpat.in.ua\/wp-content\/uploads\/2025\/10\/google-768x513.jpg 768w\" sizes=\"auto, (max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Tavaly \u201ecsak\u201d 52,5 milli\u00e1rd doll\u00e1rt \u00e1ldoztak fel a mesters\u00e9ges intelligencia olt\u00e1r\u00e1n, akkor a r\u00e9szv\u00e9nyesi kifog\u00e1sokat azzal szerelt\u00e9k le, hogy az \u00faj technol\u00f3gia megk\u00f6veteli a versenyk\u00e9pess\u00e9g n\u00f6vel\u00e9s\u00e9t \u00e9s ehhez pluszforr\u00e1sok kellenek, amelyek k\u00e9s\u0151bb bus\u00e1san megt\u00e9r\u00fclnek. Am\u00edg \u00fagy fut a szek\u00e9r, mint az Alphabetn\u00e9l, addig a befektet\u0151k nyelnek egy nagyot, s nem firtatj\u00e1k a pluszforr\u00e1sok elk\u00f6lt\u00e9s\u00e9nek sz\u00fcks\u00e9gszer\u0171s\u00e9g\u00e9t, megel\u00e9gszenek azzal, amit a c\u00e9g vezet\u00e9se kommunik\u00e1l.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Az Alphabet negyed\u00e9ves bev\u00e9tele el\u0151sz\u00f6r l\u00e9pte t\u00fal a 100 milli\u00e1rd doll\u00e1rt<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Az pedig igen j\u00f3l megy az Alphabetn\u00e9l, ahol az eredm\u00e9nyek is j\u00f6nnek, visszaigazolva az MI-befektet\u00e9sek \u00e9szszer\u0171s\u00e9g\u00e9t. A Google anyac\u00e9g a harmadik negyed\u00e9ves gyorsjelent\u00e9s\u00e9ben is nagyot villantott, a szerdai New York-i t\u0151zsdez\u00e1r\u00e1st k\u00f6vet\u0151en publik\u00e1lt sz\u00e1mok m\u00e9lyen be\u00e9gtek a r\u00e9szv\u00e9nyesek \u00e9s az elemz\u0151k retin\u00e1j\u00e1ba.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Olyannyira, hogy a z\u00e1r\u00e1st k\u00f6vet\u0151 elektronikus keresked\u00e9sben 6 sz\u00e1zal\u00e9kkal er\u0151s\u00f6d\u00f6tt a keres\u0151\u00f3ri\u00e1s \u00e1rfolyama. Az Alphabet mindk\u00e9t profitcentruma,<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>a hirdet\u00e9sek<\/li>\n\n\n\n<li>\u00e9s az felh\u0151szolg\u00e1ltat\u00e1sok<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">is jobban teljes\u00edtettek a piaci v\u00e1rakoz\u00e1sokn\u00e1l. Az Alphabet teljes negyed\u00e9ves bev\u00e9tele 16 sz\u00e1zal\u00e9kkal meghaladva az egy \u00e9vvel kor\u00e1bbit 102,35 milli\u00e1rd doll\u00e1rra n\u0151tt, mik\u00f6zben a londoni t\u0151zsdecsoport, az LSEG elemz\u0151i konszenzusa leragadt a 99,89 milli\u00e1rd doll\u00e1rn\u00e1l. Az ad\u00f3zott nyeres\u00e9g az egy \u00e9vvel kor\u00e1bbi 26,30 milli\u00e1rdr\u00f3l 34,98 milli\u00e1rd doll\u00e1rra ugrott.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"682\" src=\"https:\/\/economic.karpat.in.ua\/wp-content\/uploads\/2025\/10\/gemini.jpg\" alt=\"\" class=\"wp-image-64978\" srcset=\"https:\/\/economic.karpat.in.ua\/wp-content\/uploads\/2025\/10\/gemini.jpg 1024w, https:\/\/economic.karpat.in.ua\/wp-content\/uploads\/2025\/10\/gemini-300x200.jpg 300w, https:\/\/economic.karpat.in.ua\/wp-content\/uploads\/2025\/10\/gemini-768x512.jpg 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">A Google hirdet\u00e9si szolg\u00e1ltat\u00e1saib\u00f3l ez\u00fattal 12,6 sz\u00e1zal\u00e9kkal magasabb, 74,18 milli\u00e1rd doll\u00e1ros \u00f6sszeg folyt be az Alphabethez, j\u00f3csk\u00e1n meghaladva a 71,79 milli\u00e1rd doll\u00e1ros piaci v\u00e1rakoz\u00e1sokat, egyben elcsendes\u00edtve azokat a hangokat, melyek a vil\u00e1ggazdas\u00e1gi bizonytalans\u00e1gok, illetve a konkurensek el\u0151ret\u00f6r\u00e9se miatt a digit\u00e1lis hirdet\u00e9si piac sz\u0171k\u00fcl\u00e9s\u00e9vel, s a Google poz\u00edci\u00f3inak roml\u00e1s\u00e1val riogattak. Nem ez t\u00f6rt\u00e9nt.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">\u00dajabb, m\u00e9g vesz\u00e9lyesebb kih\u00edv\u00f3 \u00e9rkezett<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Igaz, a c\u00e9g nem \u00fclhet a bab\u00e9rjain, rendk\u00edv\u00fcl er\u0151s kih\u00edv\u0151 \u00e9rkezett ugyanis az MI \u00e1ltal t\u00e1mogatott keres\u0151piacra a m\u00falt h\u00e9ten, amikor is a Microsoft \u00e9s a SoftBank t\u00e1mogat\u00e1s\u00e1t \u00e9lvez\u0151 OpenAI bejelentette az Atlas MI-alap\u00fa keres\u0151motor \u00e9s b\u00f6ng\u00e9sz\u0151 megsz\u00fclet\u00e9s\u00e9t, ami a Google hegem\u00f3ni\u00e1j\u00e1t igyekszik megt\u00f6rni a hagyom\u00e1nyos piacain.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Az viszont k\u00e9ts\u00e9gtelen, hogy a hirdet\u0151k \u00f3vatosabb\u00e1 v\u00e1ltak egyes olyan \u00e1gazatokban, ahol a Donald Trump \u00e1ltal kirobbantott v\u00e1mh\u00e1bor\u00fa \u00e9s a gyorsan v\u00e1ltoz\u00f3 glob\u00e1lis kereskedelmi k\u00f6rnyezet hat\u00e1s\u00e1ra elsz\u00e1lltak a k\u00f6lts\u00e9gek. Ennek \u201emell\u00e9kterm\u00e9kek\u00e9nt\u201d egy\u00e9bk\u00e9nt konszolid\u00e1l\u00f3dik a hirdet\u00e9si piac, visszaszorulnak a kisebb szerepl\u0151k, mint p\u00e9ld\u00e1ul a Snapchat \u00e9s t\u00e1rsai.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"682\" src=\"https:\/\/economic.karpat.in.ua\/wp-content\/uploads\/2025\/10\/chatgtp.jpg\" alt=\"\" class=\"wp-image-64976\" srcset=\"https:\/\/economic.karpat.in.ua\/wp-content\/uploads\/2025\/10\/chatgtp.jpg 1024w, https:\/\/economic.karpat.in.ua\/wp-content\/uploads\/2025\/10\/chatgtp-300x200.jpg 300w, https:\/\/economic.karpat.in.ua\/wp-content\/uploads\/2025\/10\/chatgtp-768x512.jpg 768w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n\n\n<p class=\"wp-block-paragraph\">Az Alphabet felh\u0151szolg\u00e1ltat\u00e1sa, a Google Cloud is kitett mag\u00e1\u00e9rt, a 34 sz\u00e1zal\u00e9kos bev\u00e9teln\u00f6veked\u00e9s, az ezzel el\u00e9rt 15,16 milli\u00e1rd doll\u00e1ros forgalom szint\u00e9n megugrotta az elemz\u0151k \u00e1ltal 14,72 milli\u00e1rd doll\u00e1rosra emelt l\u00e9cet, s egyben igazolta, hogy az MI-infrastrukt\u00fara fejleszt\u00e9se meg\u00e9ri a befektetett p\u00e9nzt.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">A Google Cloud cs\u00f6kkenteni tudta a piacvezet\u0151 riv\u00e1lisok, mint a Microsoft Azure \u00e9s az Amazon Web Services (AWS) k\u00f6z\u00f6tti t\u00e1vols\u00e1got.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ehhez \u00faj, friss munkaer\u0151re is sz\u00fcks\u00e9g volt, az Alphabet l\u00e9tsz\u00e1ma egy \u00e9v alatt nyolcezerrel n\u0151tt \u00e9s szeptember v\u00e9g\u00e9re el\u00e9rte a 190 ezret. Vele szemben a riv\u00e1lis Amazon m\u00e1r a le\u00e9p\u00edt\u00e9seket favoriz\u00e1lja, az MI-alkalmaz\u00e1sok bevet\u00e9s\u00e9vel 14 ezer munkahely v\u00e1lik feleslegess\u00e9 Jeff Bezos c\u00e9g\u00e9n\u00e9l.<\/p>\n\n\n\n<p class=\"has-text-align-right wp-block-paragraph\"><strong><a href=\"https:\/\/www.vg.hu\/penz-es-tokepiac\/2025\/10\/alphabet-google-mesterseges-intelligencia-profitcucs?utm_source=hirstart&amp;utm_medium=referral&amp;utm_campaign=hiraggregator\" target=\"_blank\" rel=\"noreferrer noopener\">(vg.hu)<\/a><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Az Alphabet az id\u00e9n bev\u00e9teleinek csaknem negyed\u00e9t visszaforgatja a mesters\u00e9gesintelligencia-alkalmaz\u00e1sok fejleszt\u00e9s\u00e9re \u00e9s infrastruktur\u00e1lis kiszolg\u00e1l\u00e1sukra. <\/p>\n","protected":false},"author":12,"featured_media":64977,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[41,23,11,39],"tags":[1190275,229],"class_list":["post-64974","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-cikkek","category-fotok","category-kiemelt-tema","category-vilag","tag-alphabet","tag-google"],"_links":{"self":[{"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=\/wp\/v2\/posts\/64974","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=\/wp\/v2\/users\/12"}],"replies":[{"embeddable":true,"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=64974"}],"version-history":[{"count":1,"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=\/wp\/v2\/posts\/64974\/revisions"}],"predecessor-version":[{"id":64996,"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=\/wp\/v2\/posts\/64974\/revisions\/64996"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=\/wp\/v2\/media\/64977"}],"wp:attachment":[{"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=64974"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=64974"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/economic.karpat.in.ua\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=64974"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}