# 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!