Google CEO Pichai says people “love” AI Overviews and keep coming back to search more

Alphabet beat first-quarter expectations, with revenue up 22% to $109.9 billion and Google Cloud revenue jumping 63%.

The company said AI is boosting both Search and Cloud, as users keep returning after trying AI Overviews and AI Mode.

Sundar Pichai said compute shortages are constraining near-term sales, even as demand and cloud backlog remain strong.

Alphabet plans major spending on AI infrastructure and is expanding TPU sales to selected customers, including Anthropic.

The results highlight AI as a growth engine for Google, while leaving open questions about margins and durable returns.