Google Achieves Record $100 Billion Quarter, Fueled by AI Model Growth and Developer Adoption

Mountain View, CA – Google and Alphabet CEO Sundar Pichai announced a landmark third quarter for 2025, revealing the company's first-ever quarter exceeding $100 billion in revenue. This significant financial milestone, doubling revenue in just five years, is largely attributed to the pervasive impact of artificial intelligence across Google's diverse portfolio. Pichai highlighted AI as the primary catalyst for these unprecedented business results during the Q3 earnings call.

Pichai emphasized the strong performance of Google's advanced AI models, stating in a recent tweet, "Our AI Models, Gemini 2.5 Pro, Veo, Genie 3 + Nano ≃ are leading the way." He further noted that "13M+ developers have built with our generative models," showcasing widespread adoption and integration of Google's AI capabilities. The company is actively anticipating the "Gemini 3 release later this year," signaling continued innovation in its AI offerings.

The Gemini app has demonstrated remarkable consumer engagement, tripling queries from Q2 and now boasting over 650 million monthly active users. Google Cloud emerged as a significant growth driver, with revenue from products built on generative AI models soaring over 200% year-over-year. The cloud division's backlog swelled to $155 billion, marking a 46% quarter-over-quarter increase, fueled by a 34% rise in new GCP customers. Over 70% of existing Cloud customers now leverage Google's AI products.

Google's "full-stack" AI approach, encompassing infrastructure, research, and product integration, is clearly yielding results. The company's investment in advanced AI chips, including NVIDIA's A4X Max instances and its proprietary Ironwood TPUs, provides a critical competitive edge. AI is also reimagining core products, with Chrome evolving through deep integrations with Gemini and AI Mode in Search, which now boasts over 75 million daily active users and is driving incremental query growth. This aggressive investment in AI infrastructure, research, and product integration has created a powerful flywheel effect, driving unprecedented revenue growth across its ecosystem.