AI Commercialization Fully Realized: Cloud Backlog Jumps 46%, Gemini Surpasses 650 Million Monthly Active Users

In a historic achievement, Google (Alphabet) surpassed $100 billion in quarterly revenue for the first time in Q3 2025, reflecting a robust 16% year-on-year growth. This milestone highlights the significant impact of AI commercialization across core segments, including Search, YouTube, and Cloud, all of which experienced double-digit growth. CEO Sundar Pichai emphasized the tangible business results driven by AI, which expands query volumes and user engagement. Google increased its capital expenditures to $93 billion for 2025, signaling a substantial commitment to AI infrastructure. Cloud revenues surged 34% to $15.2 billion, with a backlog of orders growing by 46%, indicating strong enterprise demand for AI-driven services. YouTube also thrived, reporting $10.3 billion in ad revenue, primarily from direct response ads. As Google enhances its integrated AI ecosystem, including innovations like AI Overview and AI Modes, the company remains poised for transformative growth across its platforms and product offerings in the evolving technological landscape.

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