Alphabet reported results ahead of expectations, helped by a sharp rise in cloud revenue and continued momentum across its AI products. The update points to strong demand for the company’s business services at a time when investors are closely watching how major tech groups turn artificial intelligence into growth.
Chief executive Sundar Pichai said expanding use of AI tools played a major role in the performance. He also pointed to heavier traffic on YouTube during the World Cup, suggesting that major live events and premium viewing moments are still important drivers for the platform’s reach and advertising strength.
Another notable part of the report was the growth of Google’s Gemini app, which has reached 950 million monthly active users. That places the AI chatbot close to OpenAI’s ChatGPT, which reportedly hit one billion monthly active users in June, highlighting how quickly competition is intensifying in consumer AI.
Taken together, the figures suggest Alphabet is benefiting from multiple growth engines at once, including cloud computing, artificial intelligence and digital media. The latest results reinforce the company’s position as it pushes to expand its AI ecosystem while defending share in fast-moving technology markets.