Our AI infrastructure and solutions are the major drivers for Cloud growth and our customers see us as the leading provider here, so there’s huge demand.
on the Q3 2026 earnings call
“Our first-party model APIs are now processing nearly 32 billion tokens per minute — 40% more than last quarter and more than four times what we processed a year ago.”
“The Gemini app is now at one billion users and is the fastest-growing product in Google’s history.”
“The company launched a new Gemini agent for enterprise earlier this month, and Google will bring that “same experience” to consumers later this year, starting with the Gemini app, CEO…”
“Now, Elon Musk and other leaders say they expect physical bottlenecks, including a shortage of electricity needed to power data centers, to slow down competitors.”
“He commented that there are more than 200 neocloud providers and they will face "guppy-level death" during the next few years.”
“After shares of CoreWeave sold off, he noted that he's optimistic about the company's future and that its cost of capital was actually going down.”