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Alphabet Hits Record $100 Billion Quarter: CEO Sundar Pichai Credits AI for Search, Cloud, and Global Growth

By Author: ✍️ Momenul Ahmad November 05, 2025

By: SEOSiri News Team | October 29, 2025

Alphabet CEO Sundar Pichai heralded Q3 2025 as a "terrific quarter" for the company, confirming that AI is now driving "real business results across the company". The quarter delivered a massive financial milestone: Alphabet’s first-ever $100 billion quarter. This means revenue has doubled since five years ago, when quarterly revenue was $50 billion, placing the company "firmly in the generative AI era".

Pichai’s remarks highlighted strong momentum and double-digit growth across every major part of the business. This growth is founded on Alphabet's "full-stack approach to AI," which spans infrastructure, world-class research, and products that bring AI to people everywhere.

The Unprecedented Scale of AI Adoption

The rate of AI adoption across Google surfaces is staggering.

  • Google is now processing over 1.3 quadrillion monthly tokens across all its surfaces, demonstrating phenomenal growth of more than 20x in a single year.
  • The Gemini app now boasts over 650 million monthly active users, with queries increasing by three times from Q2.
  • The company also crossed 300 million paid subscriptions globally, driven primarily by growth in Google One and YouTube Premium.

Search: An Expansionary Moment Driven by AI

For digital marketers and SEO professionals, the impact of AI on Search remains central. Pichai noted that AI is driving an "expansionary moment" for Search.

  • The growth rate for both overall queries and commercial queries increased in Q3, largely driven by strategic AI investments, most notably AI Overviews and AI Mode.
  • AI Overviews are driving meaningful query growth, a trend that was "even stronger in Q3" as users recognized Google could answer more of their questions. This effect was particularly pronounced among younger people.
  • AI Mode was rolled out globally across 40 languages in record time. It currently has over 75 million daily active users and is already driving incremental total query growth for Search.

Google Cloud and the Enterprise AI Boom

Google Cloud experienced accelerating growth, with AI revenue identified as a key driver.

  • The Cloud backlog grew significantly, up 46% quarter over quarter, reaching $155 billion.
  • Revenue from products built on Alphabet’s generative AI models surged more than 200% year-over-year in Q3.
  • Adoption is deepening, with over 70% of existing Google Cloud customers utilizing their AI products.
  • The launch of Gemini Enterprise, the new front door for AI in the workplace, has already crossed 2 million subscribers across 700 companies.

Diversified Platforms Set New Records

Growth extended beyond Search and Cloud:

  • YouTube remains the number one platform for streaming watch time in the U.S.. Notably, YouTube Shorts now earns more revenue per watch hour than traditional in-stream content in the U.S..
  • The platform set a new record for most concurrent viewers of a live stream, drawing over 19 million fans for an exclusive global NFL broadcast.
  • In next-frontier technology, Alphabet announced that its Willow quantum chip achieved a major breakthrough, running an algorithm 13,000 times faster than one of the world's best supercomputers.
  • Waymo is demonstrating strong momentum, with plans to expand service to London and Tokyo next year. Waymo also secured permission to operate fully autonomously at both San Jose and San Francisco airports.