Alphabet Inc., the parent company of Google, recently announced a strong third quarter for 2025, marking its first $100 billion quarter. The technology giant reported consolidated revenues of $102.3 billion, a 16% year-over-year increase, fueled by broad-based growth across its core business segments.
AI Leading the Way
CEO Sundar Pichai said Alphabet’s “full stack approach to AI” is driving real momentum. The company’s newest AI features, AI Overviews and AI Mode in Search, launched globally faster than ever before. Google’s Gemini models are now processing about 7 billion tokens every minute, helping customers build and run their own AI tools. The Gemini App has exploded in popularity too, now used by more than 650 million people each month.
This reflects the adoption and acceptance of Google’s generative AI tools by users worldwide.
Additional Insights
Search is becoming more conversational and visual
Google’s rollout of AI Overviews and AI Mode in Search signals that traditional search results are being replaced by AI-generated summaries and answers. Instead of typing a query and clicking through pages, users will get direct, conversational responses that combine information from multiple sources. This makes searching faster and more personalized, but also means websites will need to adapt their content to be “AI-ready” if they want to appear in these summaries.
AI is moving from tools to everyday assistants
I recently took an AI Prompting Engineering course through the University of Wisconsin. One theme from the course that was my takeaway is: AI is your assistant; not your replacement.
That’s proven true with Gemini processing 7 billion tokens (or text) per minute and reaching 650 million monthly users, AI is clearly no longer just a novelty, it’s a daily utility. It shows how massive AI usage has become.
People are using it to write, plan, research, and shop.
As AI continues to be built into core Google products, users will expect every interaction online to feel intelligent, predictive, and natural. That means the line between “searching” and “chatting with an assistant” will continue to blur.
Generative AI will define brand visibility
For businesses, visibility in search results will soon depend as much on AI optimization, or AIO, as it does on SEO. Google’s generative AI models will increasingly decide which brands, products, and answers to showcase. Companies that structure their content clearly, provide trustworthy data, and use schema markup will be more likely to surface in AI-generated responses.
Cloud and data infrastructure are setting the stage
Alphabet’s record investment in data centers and AI infrastructure, which is expected to reach over $90 billion this year, shows that AI isn’t slowing down. It’s scaling. This kind of investment means faster, more capable models and broader integration of AI into everyday apps, from Gmail to YouTube to Maps.
In short, these results confirm that AI is becoming the new foundation of online search throughout the world. The way people find information, discover brands, and make decisions is being redefined.
Businesses and marketers who understand how AI tools interpret, rank, and summarize content will have a major advantage in the years to come.
Conclusion
Pichai summed it up best: Alphabet is investing to meet customer demand and make the most of new opportunities. With strong results across search, cloud, and AI, the company is clearly setting the pace for what’s next in technology and user behavior.
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A recent report outlined what the new era of marketing and pay-per-click marketing will likely look like going into 2026.
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