Google says Gemini has 950M MAUs as cloud revenue jumps 82% year over year
tengyanAI · x · 2026-07-24
The post argues that AI monetization at Google is clearly not failing, citing a stack of usage and revenue metrics.
Reported figures
- Gemini: 950M monthly active users
- Gemini paid enterprise MAUs: +40% quarter over quarter
- Model APIs: 22B tokens per month
- GM4 models: 300M downloads
- Agent SDK: 70M downloads
- AI Max: 500k advertisers, with +15% average conversion
Business signal
The attached chart adds that cloud revenue grew 82% year over year, while Search grew 17% and YouTube Ads 13%. It also shows Cloud backlog at $514B and Google commitment at $95B, suggesting the AI/cloud business is scaling much faster than legacy ads in absolute growth terms.
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