Posted on 09/02/2026, 07:42 By zgzsur
| Alphabet far exceeds expectations, driven by AI across all its business areas |
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| Alphabet’s results are shattering. Alphabet has just surpassed the symbolic $400 billion mark in annual revenue. Its Services division alone accounts for nearly $350 billion, cloud services are generating $70 billion in revenue, and YouTube is bringing in $60 billion—more than Netflix’s entire business . Activity is booming, and AI is clearly acting as a massive accelerator. |
| Gemini, the engine of growth. CEO Sundar Pichai has called Gemini 3 “a major turning point ,” and the numbers bear him out. The model now processes more than 10 billion tokens per minute, the Gemini app has surpassed 750 million monthly active users, and AI-powered search is reaching record usage levels. However, one key issue has been surprisingly overlooked. |
| The partnership with Apple. In January, Apple chose Google as its preferred cloud services provider and announced a multi-year agreement to build the next generation of Apple Foundation Models on Gemini, including a major Siri overhaul planned for this year. Details have not been released, indicating that the terms of the partnership are still being finalized. |
| Google is aligning its investments with the vision of other major tech companies. Like all the tech giants, Google is massively increasing its spending on AI. Alphabet plans to invest up to $185 billion in capital by 2026, primarily dedicated to AI infrastructure, nearly double the $91 billion invested in 2025. The message is clear: AI is no longer a gamble; it’s now at the core of their strategy. |
Categories: Android