Google CEO Sundar Pichai has said that more than 8.5 million developers are now building apps and digital experiences every month using the company’s artificial intelligence models.
Pichai said Google is seeing strong growth across its AI ecosystem, with rising demand from developers, businesses and everyday users. He also said the company expects its capital expenditure to reach nearly $190 billion this year, with most of that investment going toward AI data centres, custom chips and model training.
According to Google, its model APIs are now processing nearly 19 billion tokens every minute. The company also said more than 375 Google Cloud customers each processed over one trillion tokens during the past year, showing how quickly enterprise use of AI is expanding.
Pichai highlighted the growing popularity of Google’s AI products, saying the Gemini app has crossed 900 million monthly active users, more than doubling from last year. AI-powered search features are also gaining strong traction, with AI Overviews reaching more than 2.5 billion monthly users and AI Mode surpassing one billion monthly active users.
Google also introduced several new AI tools and upgrades, including Gemini 3.5 Flash, a faster model designed for coding and real-world workflows, and Gemini Spark, a personal AI agent built to carry out tasks for users.
The company also announced updates to its AI infrastructure, including its latest generation of Tensor Processing Units, or TPUs, which are designed to support faster AI training and inference at scale.
Pichai said Google remains committed to its AI-first strategy, describing artificial intelligence as the most transformative technology for advancing the company’s mission and improving lives around the world.
Google also introduced Ask YouTube, an AI-powered feature that helps users find the most relevant moments in videos through conversational queries. Another new feature, Docs Live, allows users to create and organise documents using voice-based prompts.
The company also expanded its AI transparency efforts through SynthID, its watermarking technology for AI-generated content. Google said more companies, including OpenAI, Kakao and Eleven Labs, are adopting the technology to help verify AI-created images, videos and audio.
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