Over the past year, Google's token consumption has witnessed a staggering 50-fold increase, reaching an impressive 480 trillion tokens by April 2025. This monumental leap significantly surpasses Microsoft's 100 trillion tokens and ChatGPT's data for the same period. This remarkable growth is primarily fueled by Google's introduction of free AI products, notably AI Overviews for Search. With a user base that is 5-6 times larger than ChatGPT's, Google boasts a robust data foundation to support its expanding AI initiatives.

Despite the surge in inference costs, these expenses account for a mere 1% of Google's search revenue, indicating the company's commitment to investing in AI. Google's capital expenditure continues to prioritize the training and development of new models, underscoring its long-term vision in this domain. Looking ahead, Google's planned new applications, including a general AI assistant, browser proxy, and video generation model, promise to further bolster its token base and巩固 its position as a leader in AI innovation.