Google’s CEO says ‘AI is positively impacting every part of the business’

Google is all-in connected AI, and based connected the company’s latest quarterly earnings, AI has been bully for its bottommost line. In a property merchandise for Alphabet’s Q2 2025 earnings, CEO Sundar Pichai says that “AI is positively impacting each portion of the business” and that features similar AI Overviews and AI Mode are “performing well.”

The institution is besides readying to summation its planned superior expenditures for the twelvemonth up to $85 billion, according to Pichai. That’s an summation of $10 billion, and could beryllium a motion that Alphabet wants to support gait with monolithic information halfway buildouts from companies similar OpenAI and Meta. For the quarter, Alphabet reported gross of $96.4 billion, up 14 percent twelvemonth implicit year, with revenues for its “Google Search” conception reaching $54.1 billion.

Pichai’s comments connected AI align with recent findings from Pew, which suggested that AI Overviews look to beryllium palmy astatine getting radical answers but astatine the disbursal of clicks done to the websites that would different connection them. 

AI Mode besides has much than 100 cardinal monthly progressive users successful the US and India, portion AI Overviews has much than 2 cardinal monthly users crossed “more than 200 countries and territories and 40 languages,” Pichai said during the Q2 net call. “We are besides seeing that our AI features origin users to hunt much arsenic they larn that Search tin conscionable much of their needs,” which is “especially existent for younger users.” Pichai besides says that the Gemini app present has 450 cardinal monthly progressive users, “with regular requests increasing implicit 50 percent from Q1.”

During the 2nd quarter, Google hosted its yearly I/O developer conference, which was jam-packed with AI-focused announcements similar the rollout of AI Mode for Search (which quality publishers have called “theft”), upgrades to its video and image procreation models, Gemini AI successful Chrome, and overmuch much almighty smart replies successful Gmail. (Based connected that event, Google’s aboriginal is Google googling.) And conscionable up of I/O, Google hosted an Android-focused amusement wherever it revealed the youthful caller plan connection for Android 16.

At the aforesaid time, Google is anticipating the ruling from the remedy signifier of the Department of Justice’s lawsuit, which took spot during the 2nd 4th arsenic well. Last August, a justice ruled that Google “is a monopolist” successful that antitrust case, and remedies could see Google getting breached up. (A batch of companies person expressed involvement in buying Chrome.)

The institution besides changed its “G” logo for the archetypal clip successful astir a decade.

Alphabet volition beryllium hosting its earnings webcast opening astatine 4:30PM ET.

Update, July 23rd: Added details from Alphabet’s net webcast.