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Alphabet CEO Sundar Pichai said revenue rose 25% year over year in Q3 2026, while Google Cloud revenue grew 103%. His remarks also highlighted rising AI use, new Gemini models and plans to bring agentic features into Search and other Google products.
Alphabet CEO Sundar Pichai said the company’s revenue grew 25% year over year in Q3 2026, with Google Cloud revenue up 103%, as he used the company’s October 28 earnings call to highlight growing demand for AI services and infrastructure. His remarks describe company-reported results and plans, including the rollout of new Gemini models and the expansion of AI agents across Google products.
Pichai said Alphabet had reached a half-trillion-dollar annual revenue run rate, calling the quarter strong. He reported that Search’s year-over-year query growth rate was its highest in five years, and said Google’s AI investments were contributing to higher usage and query growth, including commercial queries. The remarks do not provide a separate figure for Search revenue or specify the calculation behind the annual run rate.
Google Cloud revenue rose 103%, according to Pichai, with AI infrastructure and solutions described as major growth drivers. He said customer demand was high and that Google was working to add capacity. The company also reported strong demand for its TPU systems. Pichai gave no dollar amount for Cloud revenue or timetable for the additional capacity.
On AI usage, Pichai said Google’s first-party model APIs were processing nearly 32 billion tokens per minute, 40% more than the previous quarter and more than four times the volume a year earlier. He said the Gemini app had reached one billion users. The company also said it had more than 150 million YouTube Music and Premium subscribers globally, including trial users.
AI Demand Drives Alphabet’s Growth
The results described by Pichai tie Alphabet’s growth to both its established consumer services and its expanding AI business. The reported 103% increase in Cloud revenue points to strong demand for the infrastructure and software Google sells to customers building or using AI systems. The company’s stated effort to add capacity also signals that meeting demand, rather than demand alone, is a near-term issue for the business.
For users and developers, the comments indicate that Google intends to place AI capabilities across Search, Gemini and other products, rather than limit them to a standalone chatbot. That could change how people search, complete tasks and interact with Google services. Pichai framed these developments as company strategy; the remarks do not establish how they will affect user experience, competition or future revenue.
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From Model Launches to Search
Pichai’s account places the quarter’s results alongside a series of product announcements. He said Google launched Gemini 4 Argon two weeks before the call and announced Gemini 4 Carbon on October 28. According to Pichai, Argon’s developer-platform use in its first week ramped up three-and-a-half times faster than Gemini 3, despite capacity constraints. He also cited internal use of Argon by teams in Chrome, Ads and Search, which he said helped them ship 35% more code with 30% fewer errors in recent weeks.
Pichai described Carbon as Google’s strongest frontier model and cited a score of 59 on the recently updated Artificial Analysis Intelligence Index. He said it would initially be available to a subset of trusted cyber defenders and was being tested by the U.S. government. Separately, he said Google announced Genie 4 on October 27, describing it as a world model that generates interactive simulated environments with real-time audio.
For Search, Pichai said Google is combining AI Overviews, AI Mode and traditional results into a single experience. He reported that AI Mode queries are on average three times longer than traditional searches, and that one in five AI Mode searches globally uses voice, images or documents. He also said Google had passed 50 billion visual searches per month. These are company-reported usage measures, not independently verified figures in the published remarks.
“Alphabet revenues grew 25% year-over-year.”
— Sundar Pichai, Alphabet and Google CEO
Capacity, Access and Results Remain Open
The published remarks do not include a full earnings-call transcript or detailed financial tables, so they do not establish the dollar values behind the cited growth rates or how individual product lines contributed to results. They also provide no schedule for expanding Cloud capacity or for wider access to Carbon, which Google said was initially limited to trusted cyber defenders.
Several performance and usage figures—including model ranking, token-processing volume, query growth and internal coding results—are claims reported by the company. The remarks do not provide underlying methods or independent verification for those figures. Pichai also described agentic features as an area of development, but did not give release dates or detail how the features will handle safeguards, user permissions or mistakes.
Google’s Planned AI Rollouts
Pichai said Google expects further Gemini models, including more efficient versions designed to help developers manage speed and cost. He said Google would extend agentic features from enterprise tools to Search and the Gemini app, with plans to expand them later to Chrome, Android and Workspace. The remarks did not set dates for those launches.
Google also plans to add Cloud capacity as it works to meet demand, though it did not specify when new capacity will come online. Carbon’s initial availability to selected cyber defenders and its government testing are the next stated stages for that model. Further company disclosures will be needed to show whether the reported demand and product adoption translate into sustained growth.
Key Questions
What were Alphabet’s headline Q3 2026 results?
CEO Sundar Pichai said Alphabet revenue grew 25% year over year and Google Cloud revenue grew 103%. The published remarks did not include dollar totals for those figures.
What did Google report about AI usage?
Pichai said Google’s first-party model APIs processed nearly 32 billion tokens per minute, 40% more than the prior quarter and more than four times the volume a year earlier. He also said the Gemini app had reached one billion users.
What is Gemini 4 Carbon, and who can use it?
Pichai described Carbon as Google’s strongest frontier model and said it was initially being rolled out to a subset of trusted cyber defenders. He also said the model was being tested by the U.S. government; the remarks did not give a broader release date.
Where does Google plan to add AI agent features?
Pichai said Google plans to bring agentic features to Search and the Gemini app, then extend them to Chrome, Android and Workspace. He did not announce launch dates.
Source: blog.google
