Key Points Google aims to disrupt SWIFT transfers with its own blockchain platform. It's a more centralized and tightly regulated platform than Ripple’s XRP Ledger. Both of these blockchains could thrive without directly competing against each other. 10 stocks we like better than Alphabet › Alphabet's (NASDAQ: GOOG) (NASDAQ: GOOGL) Google recently unveiled its Google Cloud Universal Ledger (GCUL), which has a lot in common with Ripple Labs' XRP (CRYPTO: XRP) Ledger (XRPL). Both blockchains provide ...

Key Points Alphabet's Google Cloud unit is going to launch a blockchain. That blockchain aims to be the place for financial institutions to do business. Ripple wants the same thing for the XRP Ledger. 10 stocks we like better than Alphabet › Alphabet's (NASDAQ: GOOGL) (NASDAQ: GOOG) Google Cloud unit just announced that it's in the process of developing the Google Cloud Universal Ledger (GCUL), a new Layer-1 (L1) blockchain intended for financial institutions. Pilot programs have begun with capita ...

谷歌支付框架升级 - 公司宣布新增稳定币支持功能 旨在实现AI应用间无缝交易 [1] - 新支付协议同时支持稳定币和传统支付方式 包括信用卡和借记卡 [1] - 稳定币整合通过与加密货币交易所Coinbase合作实现 该平台运营自有AI和加密支付系统 [1] 合作伙伴与咨询网络 - 除加密货币合作外 公司还与以太坊基金会等区块链企业开展协作 [2] - 就支付协议其他方面咨询超过60家机构 包括Salesforce、美国运通和Etsy [2] 技术架构与战略定位 - 支付系统采用底层重构设计 兼容传统支付基础设施与稳定币等新兴功能 [3] - 稳定币整合动因部分源于AI"智能体"的兴起 行业预期AI系统间直接交互将减少人工中介 [3] - 新协议确保AI智能体间交易保持安全可靠且符合人类意图 [4] 行业竞争格局 - 公司成为对稳定币领域表态最积极的大型科技企业之一 该领域是加密技术和硅谷最活跃的板块 [4] - 2024年6月消息显示苹果、X和Airbnb正与加密企业初步讨论稳定币整合事宜 [5] - Stripe和Worldpay等支付处理商被接洽为稳定币结算提供后端支持 [5] 技术开发进展 - 公司云部门8月被报道正在开发Layer-1区块链GCUL 面向金融机构支持资产代币化结算及Python智能合约 [6] - 谷歌云已开始接受特定客户使用PayPal的PYUSD稳定币进行支付 [7] - 公司高管评价稳定币可能是自SWIFT网络以来最重要的支付升级 [7]

AI业务收入表现 - 谷歌云通过AI服务已实现数十亿美元收入 [2] - 云业务收入达136.2亿美元 同比增长32% [3] - 未完成订单达1060亿美元 超过50%将在未来两年转化为收入 [2] 收入模式结构 - 企业客户采用按使用量付费模式购买AI基础设施 [3] - 通过订阅制收费 例如Gemini产品和Google Workspace生产力套件 [4] - 提供多层级订阅方案 按用户按月收费 [4] 业务增长策略 - 向上销售策略推动客户向更高级别版本转换 [5] - 采用更高质量模型和更高定价层级实现溢价 [5] - 上半年新客户获取量实现28%的环比增长 [5] - 近三分之二客户已使用谷歌云AI工具 [5] 区块链基础设施布局 - 推出谷歌云通用账本(GCUL)作为中性Layer 1区块链基础设施 [6] - 支持基于Python的智能合约 面向金融机构提供服务 [6] - 芝商所(CME Group)已采用GCUL探索商品交易所的代币化和支付应用 [6] - 定位为中性基础设施层 避免与现有金融机构产生竞争关系 [7]

Alphabet Inc.‘s GOOGL GOOG Google Cloud has projected a revenue increase of at least $58 billion in the next two years, underlining the division’s pivotal role in the company’s future.Google Cloud Projects 55% Of Revenue From Backlog In 2 YearsThomas Kurian, the head of the unit, stated at the Goldman Sachs Communacopia + Technology conference that about 55% of the $106 billion backlog is anticipated to turn into revenue over the next two years, not accounting for any new contracts or clients, reported Reut ...