Sundar Pichai Reported Alphabet's Cloud Revenue Grew 82% Last Quarter While the Gemini App Reached 950 Million Monthly Users. Is Google Cloud Becoming a Bigger Growth Driver Than Search?

Alphabet's Google Cloud revenue grew 82% year-over-year to $24.8 billion last quarter, now adding more quarterly revenue than Google Search ($9.1B vs $11.2B). While Search remains larger at $63.3B quarterly revenue with 17% growth, Cloud's explosive expansion suggests it could offset potential AI-related threats to Search from competitors like ChatGPT and Claude. Gemini reached 950 million monthly users, and analysts believe Cloud infrastructure demand will continue benefiting from the AI boom.