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Google says its investments in AI are driving more searches

By · Via The Verge · Published by Everything Blog

In short

Alphabet posted total consolidated revenues of $127.6 billion for the quarter, an increase of 25 percent compared to the prior year. Core search and related advertising avenues expanded by 12 percent, while Google Cloud revenue experienced a major surge, leaping 103 percent to $30.7 billion. Alongside financial gains, the company unified its technological ecosystem by rolling out the Gemini 4 Argon model and accumulating 1 billion monthly users on the platform.

Key points

  • Direct investments in artificial intelligence have propelled Alphabet's overall search qu…: Direct investments in artificial intelligence have propelled Alphabet's overall search query growth to a five-year peak.
  • Expanding commercial queries demonstrate that enhanced technical infrastructure is contin…: Expanding commercial queries demonstrate that enhanced technical infrastructure is continuing to benefit foundational search revenue.
  • Leadership changes positioned former DeepMind leader Demis Hassabis into a chair role ami…: Leadership changes positioned former DeepMind leader Demis Hassabis into a chair role amid widespread consumer hardware and software updates.

Sources checked by our analysis pipeline: 1

Google parent company Alphabet says that its AI investments are leading to a big growth in searches year-over-year, as noted in its Q3 2026 earnings today.

Google says its investments in AI are driving more searches

Google’s year-over-year search query growth rate is ‘the highest it’s been in the last five years.’

Google’s year-over-year search query growth rate is ‘the highest it’s been in the last five years.’

“Our AI investments are driving overall Search query growth, including commercial queries,” CEO Sundar Pichai says in a statement. “In fact, our year-over-year query growth rate is the highest it’s been in the last five years.”

Alphabet’s consolidated revenues for the quarter were $127.6 billion, up 25 percent year-over-year, with its “Google Search & other” revenues up 12 percent year-over-year. Google Cloud revenue was also up 103 percent year-over-year to $30.7 billion.

The earnings follow a packed quarter for Google, including the announcement of its Gemini 4 Argon frontier model (which it released widely this month); crossing 1 billion monthly users in Gemini; the reveal of the first five Googlebook laptops; a price hike for the Google TV Streamer; renaming NotebookLM to Gemini Notebook; the launch of the Pixel 11 line of smartphones, the new Pixel Watch, and the forthcoming Pixel Tag; and a major shakeup of its top AI leadership that included former DeepMind leader Demis Hassabis stepping into a chair role.

Original source: www.theverge.com

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