CLAIM #28679 · Alphabet Inc Class A (GOOGL) · 2026Q1 earnings call · Apr 29, 2026

“Obviously, we are compute constrained in the near term. And as an example, our cloud revenue would have been higher if you were able to meet the demand.”

Sundar Pichai · CEO

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In context

“ely, the compute needed for GDM because it's a foundation for everything we do. And so that's a core principle at which we operate. And then obviously, with the ability to plan ahead, we are, we do long-range plans on our core areas, be it be it search, be it YouTube and so on as well as we see in Google Cloud. And obviously, in Google Cloud, we have -- we are providing enterprise AI solutions, which this quarter had an 800% year-on-year increase from the prior year. So we are seeing strong demand for Gemini enterprise our AI solutions there. We see strong demand for infrastructure in Google Cloud. And as I said earlier, in some cases, we are seeing demand for TPU hardware. -- hardware and other data centers as well. So we are modeling these out and working to allocate across these areas. Obviously, we are compute constrained in the near term. And as an example, our cloud revenue would have been higher if you were able to meet the demand. So we are working through that moment, and we are investing, but we have a robust long-range planning framework, and we see extraordinary opportunities ahead, and we are allocating with that framework in mind. Philipp Schindler: And to the second part of your question, as I said in my previous answer, we are obviously focused on the user first and creating a really great user experience with all of our products, especially on newer products. And specifically on monetization in the Gemini app, our focus right now is on AI Mode. But it's fair to say that we really believe a format that works well in AI Mode would transfer successfully to Gemini app. And so today, in the Gemini app, we're focused on the free tier and subscriptions and our AI plans were a sizable contributor to our Google One”

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SEC filings for GOOGL ↗ · Quote is verbatim from the 2026Q1 earnings call.