Google CEO Sundar Pichai had plenty of numbers to share during Alphabet’s Q2 2025 earnings call, and nearly all of them pointed in one direction: AI adoption is soaring across Google’s platforms.
AI Overviews, Google Search’s AI-powered summary feature, now boasts over 2 billion monthly users, up from 1.5 billion in May. Gemini, Google’s standalone AI app, has reached 450 million monthly active users, with daily queries growing over 50% since Q1. Meanwhile, AI Mode — essentially a conversational interface for Google Search — has crossed 100 million users, mostly in the US and India.
Pichai said AI Mode will soon support Deep Search and more personalised answers, nudging it closer to becoming a true ChatGPT-style assistant layered into Search.
On the creative front, more than 9 million developers have used Gemini’s APIs, and Google’s text-to-video AI model, Veo 3, has been used to generate over 70 million videos since May. Google Vids, a Veo-powered tool inside Workspace, now sees nearly 1 million monthly users, while 50 million people have used AI-powered note-taking in Google Meet.
Pichai also highlighted Google’s backend growth: monthly token processing has jumped from 480 trillion in May to 980 trillion, illustrating the sheer scale of user interactions with its AI services.
Yet, Alphabet’s plan to ramp up capital expenditure to $85 billion — largely to fund AI data centres and infrastructure — rattled investors. The stock dipped after the call, with analysts questioning how sustainable Google’s rapid AI expansion will be.
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