Google Bets Big on AI Across TV, Photos, and Cloud as Gemini Powers Record Growth

Google has unveiled a sweeping expansion of its Gemini AI across consumer and enterprise products, spanning Google TV, Google Photos, and its cloud infrastructure business, signaling the company’s deepening commitment to embedding AI into every layer of its ecosystem.

On Google TV, new Gemini-powered tools allow users to generate and edit images and video directly from their living rooms. The image tool enables users to transform personal photos through voice prompts, while a separate video generation feature lets users animate still images or create short clips from text descriptions. A Gemini-powered upgrade to Google Photos on TV also allows users to search their libraries by memory type and apply artistic styles to images through a new remix feature. A short-form video feed drawing from YouTube Shorts is also coming to the Google TV home screen.

Separately, Google Photos is gaining an AI-driven wardrobe feature that will automatically catalog clothing items from a user’s photo library, enabling digital outfit planning, virtual try-ons, and shareable moodboards. The tool, expected on Android later this year followed by iOS, positions Google against a growing field of AI fashion apps.

On the enterprise side, Google Cloud posted its strongest quarter to date, surpassing $20 billion in revenue — a 63% year-over-year increase. Alphabet CEO Sundar Pichai attributed the growth to surging demand for Gemini Enterprise and AI infrastructure, with AI-driven products growing nearly 800% annually. Token usage via Google’s API reached 16 billion per minute, up from 10 billion the previous quarter.

Pichai acknowledged that Google Cloud remains compute-constrained in the near term, with a backlog now reaching $462 billion, though he framed this as evidence of unmatched market demand and committed to working through capacity over the next two years.

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