Alphabet reports rapid growth in Gemini usage and AI-cloud demand

Alphabet reported substantial growth across its consumer AI products, model APIs and cloud business in its second-quarter update on July 22, 2026.

The company said the Gemini app reached 950 million monthly active users. It also reported that first-party model APIs were processing about 22 billion tokens per minute, indicating significant usage of Google’s generative-AI models by developers and customers.

Alphabet said Google Cloud revenue grew 82% year over year, with demand for AI infrastructure and solutions contributing to that expansion. Together, the figures provide material evidence that Google’s generative-AI offerings are operating at mass-market scale and that AI demand is supporting substantial cloud growth.

The reported metrics are especially significant because Alphabet is pursuing this expansion alongside heavy capital spending. They show strong current adoption and demand, but the supplied update does not establish how quickly usage will grow from here or whether the present rate of cloud growth will continue. The figures are confirmed as company-reported results in Alphabet’s second-quarter update; their longer-term trajectory remains uncertain.