Google conference call: AI Overviews user base exceeds 1.5 billion, assessing tariff impact "too early," minimal exemptions clearly putting pressure on advertising business
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Regarding the highly anticipated macroeconomic impacts, Google stated that it is "too early to comment," but it is clear that the minimal exemption changes for retailers in the Asia-Pacific region may pose some resistance to its advertising business. Even if the macroeconomic environment changes, it maintains its capital expenditure of $75 billion for this year
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