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📍Google I/O 2026: AI demand explodes
📌Google kicked off the first day of I/O 2026 with a series of figures showing that AI has become the company’s core infrastructure. According to what CEO Sundar Pichai showed:
- Gemini has 900M MAU (monthly active users)
- AI Overviews has surpassed 2.5B MAU
- AI Mode has exceeded 1B MAU in just one year
📌 The amount of tokens processed monthly across Google platforms has risen dramatically:
- 5/2024: 9.7 trillion tokens
- 5/2025: 480 trillion tokens
- 5/2026: over 3.2 quadrillion tokens
-> Equivalent to about 7x YoY growth.
📌 To meet this demand, Google is expected to have CapEx in 2026 of roughly $180B-$190B, about 6 times the level of $31B năm 2022. Although it’s fallen a bit in the AI race, if it releases a sufficiently large update, Google could still close the gap with OpenAI and Anthropic.