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GOOGLEarnings2026-07-22
Pichai describes developer usage of Google's AI models and says the company remains supply constrained.
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Sundar Pichai · Alphabet Investor Relations · Alphabet 2026 Q2 Earnings Call
“Demand for our models is translating to strong token usage across developers and enterprise customers, and we continue to be supply constrained, a sign of momentum and rapid adoption. More than nine million developers are building each month with our models across our APIs and key developer products. processing approximately 22 billion tokens per minute. That's up from 16 billion just a quarter ago.”
Key terms
- token
- — The small chunks of text or data an AI model processes; token counts are used as a measure of usage.
- API
- — A way for outside developers to plug a company's software or AI model into their own products.
Educational summary of a public statement. Not investment advice.