# Alphabet Q2：AI 投资推动营收增长 24%，Gemini 月活达 9.5 亿

- 来源：Sundar Pichai (@sundarpichai)
- 发布时间：2026-07-23 04:05
- AIHOT 分数：62
- AIHOT 标记：精选
- AIHOT 链接：https://aihot.virxact.com/items/cmrwj872b001droqli3w3cya0
- 原文链接：https://x.com/sundarpichai/status/2080021408856293584

## 精选理由

Google 这份季报显示 AI 正在变成真金白银的驱动引擎，云业务 82% 增长和 Gemini 近 10 亿用户是硬信号，做 AI 应用的人该看看风向。

## AI 摘要

Alphabet Q2 营收同比增长 24%，Google Cloud 增速达 82%。Gemini 应用月活跃用户达 9.5 亿，模型 API 处理量升至 220 亿 token/分钟，由 Flash 模型驱动。Gemini Enterprise 已被 90% 的财富 100 强企业采用。

## 正文

Q2 was an amazing quarter， with our AI investments redefining what's possible across every part of our business.

Alphabet revenue grew 24% YoY and Google Cloud accelerated to 82% growth. We saw exciting momentum across the board from Search to YouTube to the Gemini app （which reached 950M monthly active users）. Our model APIs are processing 22B tokens/min （up from 16B+ last quarter） driven by our workhorse Flash models. We're also seeing great adoption of Gemini Enterprise， used by 90% of the Fortune 100， as well as strong demand for our security solutions.

Outstanding results and momentum， and such an exciting moment-thanks to all of our partners and employees around the world！ 🙌 About to hop on the call！