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AI in Travel

Google parent Alphabet’s earnings exceed expectations on back of AI, advertising

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One of the most common debates among travel industry insiders these days is how advancements in artificial intelligence (AI) for search and distribution will affect the largest player in the space, namely Google. Parent company Alphabet reported its second quarter earnings last night, and the results make a strong case for the search giant continuing to lead in the AI race, as revenue was up 14% in the quarter to $96.4 billion.

“AI is positively impacting every part of the business, driving strong momentum,” said Alphabet CEO Sundar Pichai on a call with analysts Wednesday evening.

New search features continued to perform well, he said, pointing to the launch of AI Mode in the United States and India. He added that AI Overviews has more than 2 million monthly users across more than 200 countries and territories in 40 languages.

“This is an incredibly exciting moment for Search,” Pichai said. “We see AI powering an expansion in how people are searching for and accessing information, unlocking completely new kinds of questions you can ask Google. Overall queries and commercial queries on search continue to grow year over year, and our new AI experiences significantly contributed to this increase in usage.”

Pichai said the company also saw strong growth in multimodal search, especially with Lens or Circle to Search in combination with AI Overviews, with growth mostly among younger users.

“Our new end-to-end AI search experience, AI mode, continues to receive very positive feedback, particularly for longer and more complex questions,” he said. “It’s still rolling out but already has over 100 million monthly active users in the U.S. and India. We plan to keep enhancing the AI mode experience for users by shipping great features fast.”

Consolidated Alphabet revenue in the second quarter was up 14% compared to the same period last year (or 13% constant currency) to $96.4 billion. Google Services revenue was up 12% to $82.5 billion year-over-year, with Search, YouTube advertising and YouTube subscriptions serving as drivers. Google Cloud revenue jumped 32% to $13.6 billion year-over-year. The company’s total operating income jumped 14% and its operating margin was 32.4%. Net income rose 19% year-over-year. And earnings per share was up 22% at $2.31.

Additionally, Gemini Token Processing doubled since May, passing 980 trillion monthly tokens, an indicator of demand for AI. Gemini saw 450 million active users on a monthly basis, with daily requests up 50% from 2025’s first quarter.

As the new products rollout, there is curiosity around click through rates as a driver of monetization—an analyst asked on the company’s second quarter earnings call if that can still happen with AI Overviews in place.

Philipp Schindler, chief business officer for Google, said that they continue to drive higher satisfaction and to drive higher search users.

“They’re scaling up very nicely, and they’re actually working for our entire user base now, scaled to over 2 billion users and over 200 countries,” he said. “So very happy with this development. When it comes specifically to the monetization of it—we talked about it before. We see monetization at approximately the same rate, which gives us actually a really strong base on which we can then innovate and drive actually more innovative and new and next-generation ad formats.”

Advertising business revenue also grew across all sectors. 

“We said our ad business performed strongly in Q2,” Schindler said. “In Q2, search and other performance was led by growth across all verticals. We mentioned the largest contributions from retail and financial services, which was probably due actually to strength in insurance. We saw healthcare as a sizable contributor to growth as well.” 



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AI in Travel

Sabre Corporation’s Strategic Partnership with Christopherson Business Travel and Its Implications for Undervalued Cloud and AI Stocks

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Sabre Corporation (NASDAQ: SABR) has long been a cornerstone of the global travel technology sector, but its recent strategic partnership with Christopherson Business Travel marks a pivotal evolution. By leveraging its AI-driven platform and cloud-native infrastructure, Sabre is not only modernizing corporate travel management but also positioning itself as a catalyst for growth in the undervalued travel tech sector. For investors, this collaboration offers a compelling case study in how AI and cloud innovation can unlock long-term value in a niche yet resilient market.

A Strategic Alliance for the Future of Corporate Travel

On July 17, 2025, Sabre announced a multi-year agreement to become Christopherson Business Travel’s primary technology partner. This partnership is more than a transactional arrangement—it’s a strategic alignment of two companies aiming to redefine corporate travel through automation, real-time data, and personalized service. Sabre’s AI-powered tools, including Sabre Red 360, Trip Proposal, and Market Intelligence, will streamline operations for Christopherson, enabling faster decision-making and enhanced client offerings.

The integration of Sabre’s cloud-native infrastructure into Christopherson’s proprietary Andavo platform is particularly noteworthy. This move allows for real-time orchestration of multi-source content (air, hotel, rail, ground) and seamless API-driven integrations, reducing manual effort and improving scalability. As Chad Maughan, CTO of Christopherson, noted, Sabre’s architecture provides the operational flexibility needed to adapt to evolving client demands—a critical advantage in the post-pandemic corporate travel landscape.

Sabre’s Financial Resilience and AI-Driven Growth

Sabre’s financial performance in 2024 underscores its transition from a turnaround story to a growth-oriented entity. Revenue increased to $3 billion, with adjusted EBITDA rising to $517 million—a 54% year-over-year improvement. While IT Solutions revenue dipped due to de-migrations, the Travel Solutions and Distribution segments grew by 4% and 6%, respectively, driven by demand for Sabre’s AI-powered tools.

The company’s market cap of $1.222 billion pales in comparison to AI/cloud giants like Databricks ($62 billion) or Snowflake ($43.6 billion), but this undervaluation reflects Sabre’s niche focus. Its strategic investments in Sabre Mosaic—a modular platform combining AI, cloud, and traditional agent workflows—position it to capture a larger share of the corporate travel market, which is projected to grow as businesses prioritize cost optimization and efficiency.

The AI/Cloud Travel Tech Opportunity

The broader travel tech sector is undergoing a transformation fueled by generative AI. According to Skift Research, AI-driven tools could create a $28 billion+ opportunity for the industry, with applications in personalized itineraries, dynamic pricing, and automated customer service. Sabre’s Automated Exchanges & Refunds and Agency Retailer solutions are already streamlining post-booking processes, reducing manual intervention by up to 70%.

However, Sabre is not alone in the race to monetize AI in travel. Competitors like C3.ai (NYSE: AI), Marvell Technology (NASDAQ: MRVL), and DigitalOcean (DOCN) are also leveraging cloud and AI to drive growth. C3.ai’s predictive analytics tools, for instance, have secured government contracts worth $450 million, while Marvell’s AI-optimized chips are powering data centers for hyperscale providers. Yet, Sabre’s deep vertical integration into travel-specific workflows gives it a unique edge in the corporate travel niche.

Why Sabre Is an Undervalued Investment

Despite its strategic advantages, Sabre remains overlooked by many investors. Its current price-to-earnings ratio (P/E) of 8.5 is significantly lower than the industry average of 18.5, and its hedge fund ownership (11.2%) suggests growing confidence in its AI-driven roadmap. The partnership with Christopherson is a validation of Sabre’s value proposition: it enables the company to scale its AI/Cloud offerings without overhauling existing systems, a critical factor for travel agencies seeking cost-effective modernization.

For investors, the key question is whether Sabre can replicate its success in other verticals. The company’s PowerSuite Cloud platform, which automates operations and integrates NDC content, is already gaining traction among mid-sized travel agencies. If Sabre can expand its footprint in the corporate and leisure travel markets, its revenue could outpace the 10% growth projected by analysts.

Conclusion: A Strategic Bet on AI-Driven Travel

Sabre’s partnership with Christopherson Business Travel is a microcosm of the broader shift toward AI and cloud-native solutions in travel technology. While the company may lack the valuation of tech giants like Microsoft or Google, its focus on vertical-specific innovation and operational efficiency makes it a compelling play for investors seeking exposure to the travel sector’s AI revolution.

For those considering a diversified portfolio, Sabre offers a unique blend of undervaluation and growth potential. However, it should be viewed as a complementary holding to broader AI/cloud stocks like C3.ai or Marvell, rather than a standalone bet. As the travel industry continues to embrace AI-driven automation, Sabre’s ability to deliver scalable, client-centric solutions will likely drive long-term value for both its partners and shareholders.



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Travel through time with AI robots

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At the onging 2025 World Artificial Intelligence Conference held in Shanghai, a special WAIC Skills Stage was put on to recreate a scene as the contemporary AI robots working in a bustling Shanghai lane of 1980s to 90s. Click the video and find more.



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Discover Dublin, Ireland, with the New AI Tour Guide: A Digital Revolution in Urban Tourism

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Saturday, July 26, 2025

With intelligent technology, the journey and exploration of rocky pathways in the busy city of Dublin has fully emerged into a novel experience. ‘Brendan,’ Dublin’s first AI-powered tour guide, provides tourists with a whole new way of seeing the city’s most famous landmarks. This new venture, developed by CityMe in collaboration with Dublin City Council, combines tech and travel. The project enables tourists to look at today’s high-tech attractions through the eyes of a computer-generated guide.

Introduction to Dublin’s First AI Tour Guide

The creation of Brendan, a virtual tour guide, was part of an initiative to enhance the visitor experience in Dublin. This artificial intelligence (AI) guide, developed by CityMe, an urban tourism company specializing in AI-powered audio guides, is now the newest addition to the city’s tourism offerings. While AI guides are already available in other cities like London, Paris, and Barcelona, Brendan represents a new milestone for Dublin. The app, which can be downloaded on mobile devices, serves as a gateway to more than 540 locations across Dublin. The guide’s role is to provide real-time narration using geolocation technology, delivering stories and historical insights as users stroll through the city’s vibrant neighborhoods.

The Role of Technology in Dublin Tourism

The app, part of Dublin’s Smart Dublin initiative, allows visitors to explore six distinct neighborhoods within the city, including Stoneybatter/Smithfield, The Liberties, City Centre North/O’Connell Street, Temple Bar, Stephen’s Green/Portobello, and Trinity College/Docklands. Each neighborhood features a dedicated tour introduction, offering options to explore significant locations in greater detail. As the app taps into AI audio technology, the guide provides a warm and locally informed storytelling style about each place, including iconic pubs, eateries, museums, galleries, and historical sites.

One of the most notable features of this AI guide is its use of cutting-edge geolocation capabilities, which allows it to offer relevant commentary based on the user’s exact location. Whether visitors are wandering through Dublin’s medieval streets, observing ancient monuments, or enjoying a lively pub atmosphere, Brendan’s voice will provide them with historical insights that are otherwise inaccessible to the average traveler.

Brendan’s Narration: A Blend of History and Hyperbole

As users engage with the app, they are welcomed by Brendan, who greets them with a friendly tone and introduces them to the rich history of Dublin. However, while his narration is designed to be engaging and informative, some users have noted that the AI guide’s delivery lacks the depth and nuance that a human tour guide would provide. The information presented is generally accurate but tends to focus more on general facts than on the intricate details of Dublin’s complex history.

For example, Brendan accurately introduces Dublin Castle as a symbol of British power, mentioning the historical significance of its handover to the Irish Provisional Government in 1922. However, the guide omits important details, such as the unsolved theft of the Irish Crown Jewels in 1907. In contrast, traditional human guides often dive into such fascinating but lesser-known aspects of Dublin’s past, adding depth and intrigue to the experience.

Similarly, when discussing the famous Temple Bar Pub, Brendan provides a thorough description of its transformation from a rough neighborhood to a bustling tourism hotspot. Yet, key historical facts are left out, such as the building’s status as a protected structure or its role in preserving the area from being turned into a bus station.

While the app succeeds in providing a brief overview of each site, the overall tone of Brendan’s narration has been described as repetitive and overly simplistic, with little room for the complexity and contradictions that define Dublin’s history.

The Pros and Cons of AI in Travel

The AI-driven CityMe app has garnered mixed responses from Dublin’s human tour guides, many of whom see it as a tool that complements, rather than competes with, their services. For independent travelers, the app offers a convenient and cost-effective alternative to traditional walking tours. It provides a simple way to explore Dublin at one’s own pace without the need to book a tour or interact with a guide. This is particularly appealing for solo travelers or those on a tight schedule who still want to experience the essence of the city.

However, while AI guides like Brendan have their benefits, they lack the human connection that many tourists seek when visiting a new city. Tourists often come to Dublin not just to learn about its history but to engage with local culture and interact with people who can offer personal insights and anecdotes that make a place come alive. Human guides can provide an emotional connection and share their own experiences, which is something that AI, for all its technical prowess, cannot replicate.

Moreover, the AI guide’s inability to provide personalized interactions or adapt its narrative based on the user’s specific interests can sometimes feel impersonal. In contrast, a human guide can tailor their storytelling to suit the audience’s preferences, providing a more fulfilling and engaging experience.

The Future of AI in Travel and Dublin’s Tourism

As Dublin continues to develop its Smart City initiatives, the integration of AI in tourism will likely grow. The CityMe app is a clear step forward in modernizing the city’s tourism infrastructure and offering visitors a new way to engage with its landmarks. It offers a fascinating glimpse into the future of travel, where AI-powered guides may become the norm rather than the exception.

That said, the app also highlights the limitations of relying on technology to replace human experiences. While Brendan’s knowledge is largely accurate and helpful, it is the human element that ultimately makes travel memorable. As tourists increasingly seek authentic experiences, the role of human guides in creating a connection with visitors will remain indispensable.

For now, the CityMe app provides an enjoyable and informative introduction to Dublin, particularly for those with limited time. It offers a new way to explore the city’s historical and cultural treasures, albeit without the depth and personal touch that a human guide can provide. As AI technology continues to evolve, future iterations may become more sophisticated, but it is unlikely that it will ever replace the emotional and personal connections forged through human interaction.

Conclusion: A Positive Step Forward for Dublin’s Tourism

Summing up, although Brendan the AI guide can never take the place of an experienced human tour guide, it is still an invaluable addition to the tools of those visitors going to Dublin. Whether you’re after a brief introduction to the city or something deeper and more akin to the CityMe app, it is a useful aide for any person in search of a digital partner to lead them through Dublin. However, there is still no substitute for the expertise, passion, and personal connection offered by Dublin’s human tour guides if you really want to make your trip informative and entertaining at the same time.



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