Google's improvements to its Gemini AI models are boosting the company's top line.

Over the past year, Google's business selling access to its Gemini AI models has skyrocketed, reflecting the improving quality of those models, according to three people with knowledge of Gemini's sales. That's likely to lift revenue from Google Cloud's core business of server sales, as money customers spend on AI tends to lead to additional spending on other Google products, according to a person familiar with Google's sales.