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On July 24, 2025, Alphabet, the parent company of Google, released its second-quarter 2025 financial report, highlighting its strong performance in artificial intelligence (AI) and search businesses. Thanks to the widespread application of AI technology, Google achieved significant growth in search, cloud services, and AI features, with the number of tokens processed monthly surging to 980 trillion. The AI Overviews feature now covers over 200 countries and regions globally, and monthly active users have exceeded 2 billion.
AI Processing Power Doubles, Token Processing Reaches 980 Trillion
Google's technological strength in the AI field continues to break through. According to the financial report, the number of tokens processed monthly by Google has increased from 480 trillion in May to 980 trillion, doubling within just two months. This impressive figure reflects the rapid adoption and strong demand for Google's AI products and services worldwide.
Especially in Google's Gemini app, the number of monthly active users has surpassed 450 million, with daily requests increasing by more than 50% compared to the first quarter. Additionally, the AI-powered meeting notes feature in Google Meet attracted over 50 million users in June alone, demonstrating the wide potential of AI in productivity tools.
AI Overviews Spread Globally, Covering 200 Countries and 40 Languages
The AI Overviews feature in Google Search became one of the highlights of the financial report. This feature generates summaries of search results using AI and is now available in over 200 countries and regions, supporting 40 languages, with more than 2 billion monthly active users, a significant increase from 1.5 billion in the first quarter.
AI Overviews not only improved search efficiency but also drove revenue growth in the search business. The report showed that Google's search business achieved a 12% year-over-year growth, generating $54.19 billion in revenue, exceeding market expectations. New features such as AI Overviews and AI Mode effectively improved user satisfaction and usage frequency, solidifying Google's leading position in the search industry.
Cloud Business Surges, Driven by AI to Reach $50 Billion Revenue Run Rate
Google Cloud performed exceptionally well in this quarter, with revenue growing by 32% year-over-year to $13.62 billion, and the annualized revenue run rate exceeding $50 billion. This growth was driven by Google's comprehensive layout in AI infrastructure and services, including self-developed TPU chips and optimized AI software packages (such as PyTorch and JAX), attracting 85,000 enterprise customers, including LVMH, Salesforce, and Singapore's DBS Bank.
Notably, the number of Google Cloud customers grew by 28% quarter-over-quarter, with an order backlog reaching $10.6 billion, showing strong market demand. Recently, Google also partnered with OpenAI to provide cloud infrastructure support for ChatGPT, further strengthening its competitiveness in the AI cloud service market.
Increased Capital Expenditure, Upgrading AI Infrastructure
To meet the rapidly growing demand for AI and cloud services, Google announced that its 2025 capital expenditure would be increased from the original plan of $75 billion to $85 billion, mainly used to accelerate data center construction and server deployment. CFO Anat Ashkenazi stated that capital expenditure would further increase in 2026 to address the high demand in the cloud service market.
Google CEO Sundar Pichai emphasized: "Our long-term investment in AI infrastructure has laid the foundation for current growth, and our comprehensive AI product portfolio is driving significant market demand." This strategy not only enhanced Google Cloud's competitiveness but also provided a solid foundation for the global expansion of its AI services.
Google's AI Ambitions and Future Vision
Google's second-quarter financial report demonstrated its comprehensive leadership in the AI field. From doubling token processing to the global popularity of AI Overviews, and the explosive growth of cloud business, Google is consolidating its position as an AI leader through technological innovation and infrastructure investment. AIbase believes that Google's AI strategy not only drives its own business growth but also provides smarter and more efficient tools and services for global developers, enterprises, and users.
Despite facing antitrust lawsuits and other challenges, Google's steady performance in search and cloud services indicates that its core businesses are not affected by AI competition. In the future, with the further expansion of AI Mode and the Gemini app, Google is expected to continue leading the wave of AI-driven digital transformation.
