Usman Salis
⬤ Alphabet delivered breakthrough Q4 earnings showcasing the massive scale of its Gemini artificial intelligence platform. The Gemini app crossed 750 million monthly active users, while Google's AI models now process over 10 billion tokens per minute through direct API access. The tech giant achieved a historic milestone with annual revenue surpassing $400 billion for the first time, including 17% year-over-year growth in search revenue during Q4 alone.
⬤ Corporate customers embraced Gemini at unprecedented speed. More than 120,000 businesses now use Gemini products, with over 8 million paid Gemini Enterprise seats sold within roughly four months of availability. The enterprise platform powered over 5 billion customer interactions in Q4 and expanded 65% year-over-year. Gemini 3 Pro became Google's fastest-adopted model ever, processing approximately three times more daily tokens than Gemini 2.5 Pro as companies rapidly deployed it across production systems.
Nearly 350 cloud customers processed more than 100 billion tokens each in December, demonstrating the extraordinary scale of AI adoption across our enterprise base.
⬤ AI infrastructure expanded dramatically across Alphabet's ecosystem. Revenue from generative AI-powered products surged nearly 400% year-over-year, while YouTube hit over $60 billion in annual revenue and Google Cloud crossed $70 billion. Multimodal search capabilities gained traction with nearly one in six AI Mode queries incorporating voice or images, and Circle to Search reaching more than 580 million Android devices worldwide.
⬤ Alphabet is aggressively scaling AI capabilities with planned capital expenditure between $75 and $85 billion, signaling continued infrastructure investment. Growing engagement patterns, increasingly complex queries, and widespread enterprise adoption demonstrate how deeply AI integration has penetrated the company's core products and revenue streams.
Usman Salis
