Alphabet: Gemini 3.5 Pro to Launch in June
Google's parent company Alphabet announced that Gemini 3.5 Pro is expected to be released in June.
The monthly active users of the Gemini application have exceeded 900 million, an increase of 400 million year-on-year, with paid subscribers reaching 350 million. The total number of tokens processed by various products and platforms each month has reached 32 trillion. The monthly active users of AI Overview have surpassed 2.5 billion, with the recent daily token processing exceeding 30 trillion.
Market Mechanism: Developers and enterprise users are accelerating the adoption of the Gemini ecosystem, with capital highly concentrated in Google's AI cloud services and subscription business. Alphabet benefits from explosive growth in user scale and token usage, while competing AI platforms like OpenAI face pressure on usage and paid conversion.
Supplementary Data: Gemini 3.5 Pro is the next-generation flagship model.
Source: Public Information
ABAB AI Insight
Alphabet has been continuously catching up through the Gemini 1.0/2.0 series, and the planned release of Gemini 3.5 Pro continues its path of rapid iteration and large-scale user conversion. In earlier years, it converted search traffic into AI usage scenarios through products like AI Overview.
On the capital path, Alphabet is concentrating computing resources on Gemini, motivated by achieving high growth subscription revenue through 900 million monthly active users and 350 million paid users, while the monthly processing volume of 32 trillion tokens solidifies its leading position in AI infrastructure and provides scale advantages for enterprise-level deployments.
Similar to the user and token growth trajectory of OpenAI's ChatGPT, Alphabet is currently in a rapid transition from its core search advertising business to an AI full-stack subscription platform, focusing on validating the commercialization capabilities of large-scale token consumption.
Structural Judgment: Essentially, this is a concentration of capital. Through the Gemini product matrix, Alphabet rapidly aggregates a massive user base and token usage within its own AI ecosystem, shifting pricing power from traditional search to AI subscriptions and cloud services. The mechanism is that the scale effects of 900 million monthly active users and 30 trillion daily tokens significantly enhance user stickiness and monetization efficiency.
ABAB News · Cognitive Law
When there are 900 million monthly active users, token consumption becomes the real revenue engine.
The best AI companies are not those with the strongest models, but those that users cannot live without every day.
When the monthly active users of AI Overview exceed 2.5 billion, search has become secondary.