Here's one, basically AI is driving 15% of Google's profits at the end of 2025.
https://advergroup.com/gemini-hits-650-million-users/
I didn't really realize how big Gemini was until I saw that Qualia was using it, they apparently used 0.01% of Geminis total tokens (100 billion) in about 3 months, they're in production with the title and escrow industry, so that's a great deal of data going through Gemini, unlike some chat subscription this is all API driven, which I doubt Google is charging at a loss for.
https://www.qualia.com/qualia-clear/
Unlike OpenAI, Google has an actual business model, not just strange circular deals.
Edit: I misswrote "majority of" instead of 15% of Google's profits.
> Here's one, basically AI is driving 15% of Google's profits at the end of 2025. https://advergroup.com/gemini-hits-650-million-users/
This does not at all tell us Gemini is profitable or driving 15% of its profits. The article does not mention profits even once. It then goes on to bizarrely compare Gemini's monthly active users to Open AI's weekly active ones.