Depends if you invest and want your investment to grow
If you don’t show growth every year, then your stock tanks because you can’t show them the profit that they would make through buying your stock today and then selling it next year.
At least, that’s the way they normally think.
Wall Street generally cares about the former more, unless the single-product is only-product.
In this case, that's the fundamental question about Google: is it only an ad company (in which case those numbers are the only ones that matter) or more (in which case total corporate revenue is more important)?
Everything else is an also-ran, and doesn’t materially affect anything, unless it costs a huge amount and doesn’t provide a suitable ROI. And here, AI and mega data centers would definitely be a problem — way too much capex, not nearly enough ROI.