AI has finally become a money printing machine: Alphabet’s second quarter revenue rose 24%, Gemini monthly activity reached 9

AI has finally become a money-printing machine: Alphabet’s second-quarter revenue increased by 24%, and Gemini’s monthly activity reached 950 million. A quarterly report became hard evidence that AI has moved from a money-burning story to a money-making reality. On July 23, Alphabet CEO Sundar Pichai released the second quarter report card on social platform The most eye-catching thing is the acceleration of the overall disk. Alphabet's revenue in the second quarter increased by 24% year-on-year, and Google Cloud's growth rate reached 82%, becoming the strongest engine pulling the entire ship. From search to YouTube to the Gemini application, Pichai used "all-round improvement" to describe this growth curve, and what supports it is the excessive investment in AI infrastructure that has been repeatedly questioned in the past few years. The signal on the user side is equally glaring. The monthly active users of the Gemini application have reached 950 million, approaching the billion mark. This means that a conversational product driven by a large model has grown into a global consumer-level entrance in a very short period of time. More importantly, the number of model calls has soared: Google's model API now processes 22 billion tokens per minute, while last quarter this number was still above 16 billion, which was increased by nearly 40% in one quarter due to the Flash series models. Flash is called the main workhorse by Pichai, and it also proves that the low-cost, high-throughput model is becoming the default choice in real production environments. In the enterprise market, Gemini Enterprise has been adopted by 90% of Fortune 100 companies, and the demand for security solutions is equally strong. When the leading companies insert Gemini into their own workflows, the value of AI to the enterprise is no longer a demonstration in a pilot project, but really falls on procurement and deployment. After Pichai sent out this set of numbers, he left a message saying "I'm going to have a financial report conference call soon" and hurriedly went online. But the signal released at this moment is clear enough: in Alphabet’s books, AI investment is moving from a cost center to a source of profit, and 950 million monthly active users and 22 billion tokens per minute are the most intuitive scale of this migration. via AI News (author: AI Base)