Gemini has become a hit with developers, but Google is stalling with ...

The company has recorded a sharp increase in the use of its AI models at the infrastructure level, but has faced mixed results in enterprise products. ... Over five months—from March to August 2025—the number of Gemini API calls grew from 35 billion to 85 billion, representing a 143% increase. The company attributes this surge to the release of the Gemini 2.5 model and its quality improvements, which led to a noticeable shift in developer preferences toward Google’s solutions. According to sources, demand for the API was so high that Google had to optimize model delivery and redistribute computing resources to free up capacity. Within the company, this is viewed as a «good problem,» indicating real market adoption of the technology. … Google’s strategy itself creates additional tension. The company’s strength—a «cloud platform for developers» where building custom solutions is easy—simultaneously undermines sales of ready-made enterprise products. Many clients prefer to build their own tools using the API instead of purchasing Gemini Enterprise. Google expects that investments will still pay off through the flywheel effect: API expenses stimulate growth in complementary cloud services like data storage, databases, and computation.