--- title: Google is not losing the AI race, Pichai tells doubters... description: Sundar Pichai pushed back against claims Google is losing the AI race during Alphabet's Q2 earnings call, while conceding the company needs to improve in... canonical: https://daily.dev/posts/google-is-not-losing-the-ai-race-pichai-tells-doubters-as-cloud-jumps-82--tnndjs92h twitter:card: summary_large_image twitter:site: @dailydotdev og:type: website og:site_name: daily.dev og:title: Google is not losing the AI race, Pichai tells doubters as cloud jumps 82% | daily.dev og:description: Sundar Pichai pushed back against claims Google is losing the AI race during Alphabet's Q2 earnings call, while conceding the company needs to improve in... og:url: https://daily.dev/posts/google-is-not-losing-the-ai-race-pichai-tells-doubters-as-cloud-jumps-82--tnndjs92h og:image: https://api.daily.dev/og/posts/TnNDjS92h.png og:image:alt: Google is not losing the AI race, Pichai tells doubters as cloud jumps 82% og:image:width: 1200 og:image:height: 630 og:locale: en --- > ## Documentation Index > Fetch the complete documentation index at: https://daily.dev/llms.txt > Use this file to discover all available pages before exploring further. # Google is not losing the AI race, Pichai tells doubters as cloud jumps 82% **[The Next Web](https://daily.dev/sources/tnw)** · 4 min read · 0 upvotes · 0 comments ## Summary Sundar Pichai pushed back against claims Google is losing the AI race during Alphabet's Q2 earnings call, while conceding the company needs to improve in coding and agentic coding. Alphabet posted $119.8bn in revenue (up 24% YoY), with Google Cloud surging 82% to $24.8bn — well above analyst expectations. The Gemini app reached 950 million monthly active users, and Gemini models now process 22 billion API tokens per minute. However, the next Gemini Pro model is months behind schedule, and Wall Street was unimpressed: shares fell over 3% after hours. Alphabet also raised its 2026 capex guidance to $195–205bn, signalling continued heavy AI infrastructure investment. Net income of $112.1bn was largely inflated by an ~$80bn unrealised gain on Alphabet's ~14% stake in Anthropic. ## Full article daily.dev links to this article rather than hosting it. Read it at the original source: ## Similar posts on daily.dev - [Alphabet tops $100 billion quarterly revenue for first time, cloud grows 34%](https://daily.dev/posts/alphabet-tops-100-billion-quarterly-revenue-for-first-time-cloud-grows-34--vmbrlnvrq) · Hacker News · 1 upvotes · 0 comments --- Tags: [#google](https://daily.dev/tags/google), [#llm](https://daily.dev/tags/llm), [#openai](https://daily.dev/tags/openai), [#gcp](https://daily.dev/tags/gcp), [#google-gemini](https://daily.dev/tags/google-gemini) [View this post on daily.dev](https://daily.dev/posts/google-is-not-losing-the-ai-race-pichai-tells-doubters-as-cloud-jumps-82--tnndjs92h) ```json {"@context":"https://schema.org","@graph":[{"@type":"Organization","@id":"https://daily.dev/#organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180},"sameAs":["https://twitter.com/dailydotdev","https://github.com/dailydotdev","https://www.linkedin.com/company/daily-dev-ltd"]},{"@type":"WebSite","@id":"https://daily.dev/#website","url":"https://daily.dev","name":"daily.dev","publisher":{"@id":"https://daily.dev/#organization"},"potentialAction":{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https://daily.dev/search?q={search_term_string}"},"query-input":"required name=search_term_string"}}]} {"@context":"https://schema.org","@type":"TechArticle","headline":"Google is not losing the AI race, Pichai tells doubters as cloud jumps 82%","url":"https://daily.dev/posts/google-is-not-losing-the-ai-race-pichai-tells-doubters-as-cloud-jumps-82--tnndjs92h","mainEntityOfPage":{"@type":"WebPage","@id":"https://daily.dev/posts/google-is-not-losing-the-ai-race-pichai-tells-doubters-as-cloud-jumps-82--tnndjs92h"},"datePublished":"2026-07-23T08:42:00.794Z","dateModified":"2026-07-23T14:15:41.046Z","description":"Sundar Pichai pushed back against claims Google is losing the AI race during Alphabet's Q2 earnings call, while conceding the company needs to improve in...","image":"https://media.daily.dev/image/upload/f_auto,q_auto/v1/posts/a633765cc205a95e6eb97c98bae6e078?_a=AQAEuop","thumbnailUrl":"https://media.daily.dev/image/upload/f_auto,q_auto/v1/posts/a633765cc205a95e6eb97c98bae6e078?_a=AQAEuop","isAccessibleForFree":true,"articleSection":"The Next Web","inLanguage":"en","publisher":{"@type":"Organization","name":"daily.dev","url":"https://daily.dev","logo":{"@type":"ImageObject","url":"https://daily.dev/apple-touch-icon.png","width":180,"height":180}},"author":{"@type":"Organization","name":"The Next Web","logo":"https://media.daily.dev/image/upload/t_logo,f_auto/v1/logos/tnw","url":"https://daily.dev/sources/tnw"},"commentCount":0,"discussionUrl":"https://daily.dev/posts/google-is-not-losing-the-ai-race-pichai-tells-doubters-as-cloud-jumps-82--tnndjs92h","interactionStatistic":[{"@type":"InteractionCounter","interactionType":{"@type":"LikeAction"},"userInteractionCount":0},{"@type":"InteractionCounter","interactionType":{"@type":"CommentAction"},"userInteractionCount":0}],"keywords":"google,llm,openai,gcp,google-gemini","timeRequired":"PT4M"} {"@context":"https://schema.org","@type":"BreadcrumbList","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https://daily.dev"},{"@type":"ListItem","position":2,"name":"The Next Web","item":"https://daily.dev/sources/tnw"},{"@type":"ListItem","position":3,"name":"Google is not losing the AI race, Pichai tells doubters as cloud jumps 82%"}]} ```