Google is all-in on AI, and based on the company’s latest quarterly earnings, AI has been good for its bottom line. In a press release for Alphabet’s Q2 2025 earnings, CEO Sundar Pichai says that “AI is positively impacting every part of the business” and that features like AI Overviews and AI Mode are “performing well.”

The company is also planning to increase its planned capital expenditures for the year up to $85 billion, according to Pichai. That’s an increase of $10 billion, and could be a sign that Alphabet wants to keep pace with massive data center buildouts from companies like OpenAI and Meta. For the quarter, Alphabet reported revenue of $96.4 billion, up 14 percent year over year, with revenues for its “Google Search” segment reaching $54.1 billion.

Pichai’s comments on AI align with recent findings from Pew, which suggested that AI Overviews appear to be successful at getting people answers but at the expense of clicks through to the websites that would otherwise offer them.

At the same time, Google is anticipating the ruling from the remedy phase of the Department of Justice’s lawsuit, which took place during the second quarter as well. Last August, a judge ruled that Google “is a monopolist” in that antitrust case, and remedies could include Google getting broken up. (A lot of companies have expressed interest in buying Chrome.)