00:00Alphabet just reported earnings and one number is changing the entire story.
00:04Google Cloud revenue jumped 48% year-over-year, showing how fast AI demand is accelerating
00:10across the business.
00:12Alphabet reported Q4 revenue of $113.83 billion, beating Wall Street expectations as growth
00:19showed up across almost every segment.
00:22Search revenue came in at over $63.07 billion, while YouTube advertising continued to grow,
00:29helping push total YouTube revenue past $60 billion for the full 2025 year.
00:35But the real focus right now is, you guessed it, AI.
00:39CEO Sundar Pichai says Gemini 3 is a major milestone with Alphabet's models now processing more
00:46than 10 billion tokens per minute through direct customer use.
00:50The Gemini app alone has already reached over 750 million monthly active users.
00:55Alphabet also crossed $400 billion in annual revenue for the first time ever.
01:00And the company says it plans to invest between $175 and $185 billion into infrastructure and
01:07AI growth in 2026.
01:10So the big question now isn't whether Alphabet is growing, it's whether AI is about to redefine
01:15the entire Google ecosystem.
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