Google’s Sundar Pichai hails “amazing” quarter during earnings call as investors fret about delayed Gemini 3.5 Pro
Google CEO Sundar Pichai reported strong quarterly revenue growth driven by AI infrastructure and cloud services. Despite investor concerns regarding the delay of the Gemini 3.5 Pro model, Pichai emphasized the company's long-term AI strategy and the upcoming release of Gemini 4.
Why it matters
As a leader in the AI race, Google's ability to monetize its infrastructure and maintain its product roadmap significantly impacts the broader tech market and investor confidence.
Google CEO Sundar Pichai hailed an “amazing” second quarter for the company during its earnings call on Wednesday (July 22, 2026), striking an optimistic note even as the company faces rising concerns over a delayed AI model.
Alphabet revenues grew 24% year-over-year, while Google Cloud revenues reached 82% growth, according to Google’s quarterly reports, which cited the demand for AI infrastructure and AI solutions.
Mr. Pichai used the opportunity to promote the company’s AI investments, noting that they were “redefining what’s possible across every part of our business.”
He also defended the company’s frontier models amidst worries about the delayed release of the Gemini 3.5 Pro model that was expected last month, according to a Reuters report. Mr. Pichai instead stressed on the future release of Gemini 4, saying that he felt people would be “pleased,” reported Reuters.
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