Of course, this is all possible because of the long-term investments we’ve made in our differentiated, full-stack approach to AI. This spans AI infrastructure; world-class research, models and tooling; and our products and platforms that bring AI to people all over the world.

I’ll briefly touch on the AI stack, before turning to quarterly highlights.

AI infrastructure

First, AI infrastructure. We operate the leading global network of AI optimized data centers and cloud regions.

We also offer the industry’s widest range of TPUs and GPUs, along with storage and software built on top.

That’s why nearly all gen AI unicorns use Google Cloud. And it’s why a growing number, including leading AI research labs like Safe Super Intelligence and Physical Intelligence, use TPUs specifically.

Our AI infrastructure investments are crucial to meeting the growth in demand from Cloud customers.

World-class AI research

Next, world-class AI research, including models and tooling.

We continue to expand our Gemini 2.5 family of hybrid reasoning models, which provide industry-leading performance in nearly every major benchmark.

In addition to improving our popular workhorse model, Flash, we debuted an extremely fast “Flash-Lite” version.

We achieved gold-medal level performance in the International Mathematical Olympiad, using an advanced version of Gemini with Deep Think. We can’t wait to bring Deep Think to users soon.

We have some of the best models available today at every price point. Our 2.5 models have been a catalyst for growth, and 9 million developers have now built with Gemini.

I also want to mention Veo 3, our state-of-the-art video generation model. It’s been a viral hit, with people sharing clips created in the Gemini App, and with our new AI filmmaking tool, Flow. Since May, over 70 million videos have been generated using Veo 3.

And we recently introduced a feature in the Gemini App to turn photos into videos, which people absolutely love. It’s also rolling out to Google Photos users starting today.

Products and platforms

Third, our products and platforms. We are bringing AI to all our users and partners through surfaces like Workspace, Chrome and more. The growth in usage has been incredible.

At I/O in May, we announced that we processed 480 trillion monthly tokens across our surfaces. Since then we have doubled that number, now processing over 980 trillion monthly tokens, a remarkable increase.

The Gemini App now has more than 450 million monthly active users, and we continue to see strong growth and engagement, with daily requests growing over 50% from Q1.

In June alone, over 50 million people used AI-powered meeting notes in Google Meet.

And powered by Veo 3, our new short video product in Workspace called Google Vids reached nearly 1 million monthly active users.

This month at Samsung Galaxy Unpacked we announced new Android and AI features that are available on Samsung’s latest devices.

And we’re really pleased with the growth in Subscriptions, which got a boost from our Google AI Pro and new Google AI Ultra plans.

Now, some key highlights from Search, Cloud, YouTube and Waymo for the quarter.