150 million subscribers drive the era of AI
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Google One has surpassed 150 million subscribers, demonstrating how central Alphabet’s transformation towards AI-powered services is. This result, achieved in May 2025, demonstrates a significant acceleration compared to the 100 milioni di utenti of February 2024. The growth not only reflects the success of a strategy based on flexible offerings, but also underscores the increasingly crucial role of abbonamenti digitali in response to the profound changes in the global technological ecosystem. An Unprecedented Growth: Google One’s Numbers on AI Google One, cloud storage service and platform of additional services by Alphabet, has reached an important milestone: 150 million subscribers. This data highlights a growth of 50% in just over a year, driven largely by the launch of new subscription tiers, especially the premium one at $19.99 per month, which integrates exclusive artificial intelligence features. Despite the offering of more accessible plans remaining central in the Google One ecosystem, it is the premium AI tier that signals the more decisive strategy of direct monetization of AI technologies by Alphabet. In fact, millions of users have already embraced this advanced proposal, consolidating the group’s new business model. In recent years, Alphabet has strongly focused on diversifying its revenue streams. Historically, over 75% of the total revenue (350 billion dollars in 2024) came from online advertising. However, the growing adoption of AI chatbots like ChatGPT by OpenAI and Gemini by Google is profoundly altering the ways users search for and access information. This transition weakens the centrality of traditional advertising. Furthermore, AI platforms do not yet have a consolidated model for advertising, pushing Alphabet and other big tech companies towards strengthening subscription revenues. The CEO Sundar Pichai stated in February that, after the experience of YouTube Premium, the company will offer more and more dedicated subscription options, emphasizing how the focus for 2025…
Filed under: News - @ May 16, 2025 7:21 pm