Alphabet's AI Bet Delivers Record $100 Billion Quarter, Cloud Backlog Surges To $155 Billion

Benzinga

Alphabet reported its first $100 billion revenue quarter, fueled by rapid AI adoption and strong Google Cloud growth. CEO Sundar Pichai credited the company’s full-stack AI strategy, with AI Overviews reaching 75 million daily users and YouTube Shorts outperforming traditional videos. Shares rose over 6% in after-hours trading.

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00:00It's Benzinga, bringing Wall Street to Main Street.

00:02Google parent Alphabet reported its first $100 billion revenue quarter,

00:06marking a pivotal milestone for its AI-driven strategy, according to Benzinga.

00:10Google Cloud led the surge of an AI-powered backlog,

00:13climbing 46% sequentially to $155 billion,

00:17and more billion-dollar deals signed in the first nine months of 2025

00:20than in the prior two years could buy.

00:23CEO Sundar Pichai credited the company's full-stack AI approach

00:26for accelerating growth, doing rapid adoption of AI mode and AI overviews in Search,

00:32now reaching 75 million daily active users.

00:35YouTube advertising revenue rose 15%,

00:37with Shorts now generating more revenue per watch hour than traditional video in the U.S.

00:42Alphabet's plans to raise 2025 capital expenditures to as high as $93 billion,

00:47signaling confidence in its AI infrastructure investments.

00:50Shares rose 2.51% to $275.17

00:54and jumped 6.73% in after-hours trading.

00:57For all things money, visit Benzinga.com.

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