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Over 25% of Google’s code is now written by AI—and CEO Sundar Pichai says it’s just the start


Demand for AI offerings from Alphabet's cloud business helped drive an impressive revenue and earnings beat.

Some have accused the tech giants of blowing AI smoke on earnings calls—touting the supposed benefits of massive capital expenditures without reporting any tangible impact on productivity or savings. The segment generated quarterly revenues of $11.4 billion, up 35% from the same period last year, as Pinchai said artificial intelligence offerings helped attract new enterprise customers and win larger deals. Pichai repeatedly touted the success of companies using various AI tools running on Google’s Gemini models, which he said has helped drive 30% deeper product adoption among existing customers.

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