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Google’s Gemini-3 Launch Drives Record Quarterly Revenue and AI Dominance

DATA AND AI INFRASTRUCTURE

In November 2025, Google introduced the Gemini-3 model series, reshaping the AI sector dynamics. The company achieved over $100 billion in quarterly revenue for the first time in its history, propelled by technological leadership and soaring profits.

The Gemini 3 Pro model set a new industry benchmark with an 81% score in the MMMU-Pro benchmark. The Gemini app now boasts 650 million monthly active users, supported by the recent launch of Gemini 3 Flash in December.

Google raised its 2025 capital expenditure forecast to $91-$93 billion, focusing on AI infrastructure and TPU chips. Third-quarter results showed a 16% revenue increase to $102.3 billion, a 33% net profit rise to $35 billion, and a 46% growth in Google Cloud backlog to $155 billion due to high demand for AI services.

The current price-to-earnings ratio of about 30.9 is considered justified. Additionally, Google's

Google’s Gemini-3 Launch Drives Record Quarterly Revenue and AI Dominance
Dec 29, 2025, 7:12 PM

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