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Oct 30, 2025 4:30 AM

Alphabet's AI Bet Delivers Record $100 Billion Quarter, Cloud Backlog Surges To $155 Billion

Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) reported a stellar third quarter, achieving its first-ever $100 billion revenue quarter, signaling that the company's aggressive “full stack” approach to AI is now translating into significant financial gains across its core businesses.

Check out GOOG's stock price here.

AI Backlog Explodes To $155 Billion

The standout performer was Google Cloud, which saw its AI-driven backlog surge by an astonishing 46% sequentially to $155 billion.

This monumental increase underscores robust enterprise demand, with CFO Anat Ashkenazi highlighting that Cloud has signed more billion-dollar deals in the first nine months of 2025 than in the previous two years combined

"Cloud had another great quarter of accelerating growth with AI revenue as a key driver," said Sundar Pichai, CEO of Alphabet, emphasizing the direct link between AI adoption and Cloud's success.

Google Search Gets An ‘Expansionary’ AI Boost

Google’s foundational Search business is also experiencing an “expansionary moment” thanks to AI. AI Overviews and AI Mode are actively driving query growth, with AI Mode alone now boasting over 75 million daily active users globally.

Pichai noted, “Our full stack approach to AI is delivering strong ...