# Google Cloud revenue jumps 82% as Gemini hits 950m users

> Alphabet's Q2 2026 results show cloud, Gemini and capex all surging.

*Alphabet's Q2 results show AI demand outpacing spending, with a $514bn cloud backlog and $811bn in future commitments.*

By Behzad Hosseini · FeaturedDaily
Canonical: https://featureddaily.com/news/google-cloud-revenue-jumps-82-as-gemini-hits-950m-users

**What happened:** Alphabet reported second-quarter 2026 results on 22 July, showing broad growth across search, YouTube and cloud, all lifted by AI products.

**The numbers:** Total revenue rose 24% year on year. Search and other grew 17%, YouTube ads 13%, and Google Cloud surged 82%, with its backlog reaching $514 billion.

**The details:** Capital expenditure hit $44.9 billion for the quarter. [Bloomberg reported](https://www.bloomberg.com/news/articles/2026-07-23/alphabet-s-future-spending-commitments-soar-to-811-billion) Alphabet's future spending commitments have climbed to $811 billion.

**Who's affected:** The Gemini app now has 950 million monthly active users, while Search AI Mode has passed 1 billion. Google's model APIs process about 22 billion tokens per minute, up from 16 billion, and more than 9 million developers build with its models monthly. Nearly 90% of the Fortune 100 use Gemini Enterprise, and almost 500 cloud customers process over 1 trillion tokens a year.

**The context:** Gemma models have been downloaded more than 900 million times, with Gemma 4 alone passing 300 million since April. Antigravity has 2.4 million weekly active users, and the Agent Development Kit has near 70 million downloads.

**The rivals:** YouTube drew 140 million users to Ask YouTube in June and more than 1.7 billion unique viewers for World Cup content. Waymo has completed over 1 million home deliveries.

**In their words:** [Sundar Pichai](https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q2-2026/), Alphabet's CEO, said: "Our AI investments are redefining what's possible across every part of our business."

**Why it matters:** The results show AI products moving from experimental features to core revenue drivers, with cloud backlog and token volumes signalling sustained enterprise demand.

**What's next:** Google is pre-training Gemini 4.

## Key takeaways

- Google Cloud revenue up 82%, backlog hits $514bn
- Gemini app reaches 950m monthly users, Search AI Mode tops 1bn
- Capex $44.9bn this quarter; future commitments soar to $811bn

## Sources

- [Q2 2026 earnings call: Remarks from our CEO](https://blog.google/company-news/inside-google/message-ceo/alphabet-earnings-q2-2026/) — Google, 2026-07-22
- [Alphabet's future spending commitments soar to $811 billion](https://www.bloomberg.com/news/articles/2026-07-23/alphabet-s-future-spending-commitments-soar-to-811-billion) — Bloomberg, 2026-07-23