The $400 Billion Giant: Google’s AI Counteroffensive Explodes as Gemini Hits 750M Users
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Alphabet’s results highlight revenue above **$400B** (+15% YoY) driven by Cloud and YouTube, while Gemini 3 accelerates adoption to **750M MAUs**, API usage exceeds 10B tokens/min, and a deep Apple partnership aims to power Siri with a custom Gemini; despite a 2% post-earnings share dip amid guidance, planned **$175–$185B** 2026 capex targets TPUs/GPUs and data centers as Google executes a hybrid monetization strategy (ads, cloud, subscriptions) and advances toward agentic AI with transactional capabilities.
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