,\u201d which allows users to ask complex, multi-part questions, now has more than 75 million daily users across 40 languages.<\/span><\/p>\nPichai said the rollout of AI Mode is happening at record speed, adding that usage doubled in Q3 and continues to rise week after week.\u00a0<\/span><\/p>\n\u201cAI is expanding what people can do with Search,\u201d he said, noting that the feature still drives \u201cbillions of clicks to the web every day.\u201d<\/span><\/p>\nThe hardware story fits the same pattern.\u00a0<\/span><\/p>\nThe Pixel 10, powered by Google\u2019s Tensor G5 chip, earned the strongest reviews of any Pixel to date. And Android XR, launched with Samsung\u2019s Galaxy XR headset, is Google\u2019s first major push into mixed reality\u2014bringing Gemini directly into headsets and smart glasses.<\/span><\/p>\n<\/span>Cloud\u2019s Breakout Quarter<\/b><\/span><\/h2>\nIf one division embodies how AI is transforming Google\u2019s business, it\u2019s Cloud.\u00a0<\/span><\/p>\nThe unit saw faster growth, better margins, and stronger demand across the board. The number of new customers on Google Cloud Platform rose 34% year over year, and the company has already signed more billion-dollar contracts in 2025 than in the previous two years combined.<\/span><\/p>\n70% of existing Cloud customers now use Google\u2019s AI products, including companies like HCA Healthcare, LG AI Research, and Macquarie Bank. Nine of the top ten AI labs in the world run on Google Cloud.<\/span><\/p>\nRevenue from products built on Google\u2019s generative models grew more than 200% year over year.\u00a0<\/span><\/p>\nOver the past year, about 150 Cloud customers each processed roughly one trillion tokens using Google\u2019s AI models. The business value is tangible: WPP reported creating marketing campaigns up to 70% faster, while Swarovski saw a 17% increase in email open rates.<\/span><\/p>\nPichai also mentioned Gemini Enterprise, Google\u2019s new AI workspace suite, which already counts 700 companies and over two million subscribers.\u00a0<\/span><\/p>\n<\/span>YouTube\u2019s AI Momentum<\/b><\/span><\/h2>\nYouTube continues to be Google\u2019s media powerhouse. It has held the top spot for streaming watch time in the U.S. for more than two years.\u00a0<\/span><\/p>\nIn September, it made history by broadcasting its first live NFL game from Brazil, a stream watched by 19 million people, setting a record for concurrent viewers.<\/span><\/p>\nShorts now generates more revenue per watch hour than traditional long-form videos in the U.S. And at the \u201cMade on YouTube\u201d event, the company unveiled AI-powered tools that help creators plan, edit, and optimize videos faster than ever.<\/span><\/p>\nMonetization is also getting smarter.\u00a0<\/span><\/p>\nYouTube\u2019s AI now identifies products within videos, allowing creators to make content instantly shoppable. It\u2019s a glimpse of how AI might reshape digital advertising once again\u2014this time, creator-first.<\/span><\/p>\n<\/span>Waymo Expands Its Reach<\/b><\/span><\/h2>\nAlphabet\u2019s autonomous driving unit, Waymo, is steadily growing its footprint. It plans to launch service in London and Tokyo next year while expanding in Dallas, Nashville, Denver, and Seattle. It also received approval to operate fully autonomously at San Jose and San Francisco airports, two of the most complex environments for self-driving cars.<\/span><\/p>\nIn Phoenix, Waymo introduced \u201cWaymo Teens,\u201d a new program allowing teenagers to ride safely using parental permissions. Pichai said feedback from parents and teens has been positive, calling it \u201ca promising sign of broader trust in autonomous travel.\u201d<\/span><\/p>\n<\/span>Why This Quarter Feels Different<\/b><\/span><\/h2>\nThis quarter showed that Google\u2019s AI vision is now delivering measurable impact.\u00a0<\/span><\/p>\nYears of research, chip design, and software development have turned into growth engines across the company.<\/span><\/p>\nPichai\u2019s tone was confident but grounded. He didn\u2019t frame AI as a distant promise anymore; it\u2019s already reshaping products millions of people use every day. Whether it\u2019s Gemini assisting developers, Cloud powering enterprise AI, or YouTube helping creators work faster, the transformation is visible.<\/span><\/p>\nAt the same time, Google faces familiar challenges.\u00a0<\/span><\/p>\nRegulators are watching closely, and rivals like Microsoft and Amazon are racing to dominate the same AI markets. But for now, the company\u2019s advantage lies in its integration, chips, models, data, and distribution all under one roof.<\/span><\/p>\n\u201cThis was a milestone quarter,\u201d Pichai concluded. \u201cOur leadership in AI positions us well for the opportunity ahead.\u201d<\/span><\/p>\n<\/span>Practical Insights for Readers<\/b><\/span><\/h2>\nHere are a few insights from Google\u2019s milestone quarter that highlight how AI is shaping the next wave of business growth.<\/span><\/p>\n\n- AI drives real business growth.<\/b> Google\u2019s results prove that integrating AI into core products can rapidly scale performance and engagement.<\/span><\/li>\n
- Cloud remains a strategic powerhouse.<\/b> With 70% of customers using AI products, Cloud is now central to Alphabet\u2019s future.<\/span><\/li>\n
- For creators, YouTube\u2019s new AI tools matter.<\/b> They\u2019re making content creation faster and more profitable.<\/span><\/li>\n
- Enterprises should watch Gemini Enterprise.<\/b> It could redefine productivity and collaboration in corporate environments.<\/span><\/li>\n
- Investors should note Google\u2019s balance.<\/b> Despite huge AI investments, operating margins are improving, suggesting efficiency, not just expansion.<\/span><\/li>\n<\/ol>\n
<\/span>Key Takeaways<\/b><\/span><\/h2>\n\n- Alphabet has reached a new financial milestone, reporting over $100 billion in quarterly revenue for the first time, fueled largely by rapid advancements in artificial intelligence.<\/span><\/li>\n
- Gemini continues to gain momentum, with more than 650 million monthly active users and significant growth in usage across consumer and enterprise platforms.<\/span><\/li>\n
- Google Cloud is emerging as a major growth engine, with AI-related revenue up more than 200% year over year and a growing list of billion-dollar enterprise deals.<\/span><\/li>\n
- YouTube remains one of Google\u2019s most powerful businesses, with Shorts generating more revenue per watch hour than traditional videos and live events drawing record audiences.<\/span><\/li>\n
- Waymo is moving closer to mainstream adoption, expanding operations to new cities and airports while preparing for global launches in London and Tokyo.<\/span><\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"
Google has reported its first-ever $100 billion quarter, fueled by surging demand for AI-powered products across Search, Cloud, YouTube, and devices. CEO Sundar Pichai says the company\u2019s long-term investment in artificial intelligence has reached an inflection point, translating into record growth across nearly every business line. Alphabet hit a milestone this quarter that few companies […]<\/p>\n","protected":false},"author":2,"featured_media":5553,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[],"class_list":["post-5552","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-google"],"yoast_head":"\n
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