Alphabet reports strong Q3 growth across AI and Cloud

Alphabet’s leadership discussed Q3 results and product progress, highlighting strong growth in AI, Search, Cloud, YouTube, and Waymo. This is an earnings-style update and product/strategy commentary, not a standalone external announcement.

• Alphabet said Q3 revenue grew 25% year-over-year, putting the company at a half-trillion-dollar annual run rate; Google Cloud revenue grew 103% and demand for TPU systems remains strong.
• The company said its first-party model APIs are processing nearly 32 billion tokens per minute, Gemini app has 1 billion users, and Waymo has driven more than 300 million fully autonomous miles while expanding service to new U.S. cities and planning international expansion.
• Additional updates included the launch of Gemini 4 Argon two weeks earlier, the announcement of Carbon and Genie 4, and the claim that Carbon is being tested by the U.S. government.