Gemini App hits 950 million monthly users as Google Cloud backlog tops $514B
Snoo26837 · reddit · 2026-07-23
Google’s earnings highlight that Gemini App has reached 950M monthly active users, while AI demand is also lifting the rest of the business. The slide set shows +17% year-over-year revenue growth in Search, +82% growth in Google Cloud revenue with a $514B backlog, 22B tokens per minute on 1P model APIs versus 16B+ last quarter, and +13% growth in YouTube Ads revenue.
This is mainly a snapshot of Google’s AI momentum: Gemini usage is scaling fast, and the company is showing that AI traffic and infrastructure demand are showing up across Search, Cloud, and YouTube Ads.
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