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Google\u2019s AI assistant Gemini App now has more than 750 million monthly active users, CEO Sundar Pichai said at parent company Alphabet\u2019s fourth-quarter earnings call.<\/p>\n
That\u2019s roughly 100 million more users than the 650 million monthly active users the company reported in its third-quarter earnings report. That report was released just three weeks before the company\u2019s Gemini 3 debut upended the AI world.<\/p>\n
\u201cWe are also seeing significantly higher engagement per user, especially since the launch of Gemini 3,\u201d Pichai said. \u201c[Gemini 3] has seen the fastest adoption of any model in our history.\u201d<\/p>\n
Google\u2019s AI story experienced a major turnaround in mid-November thanks to Gemini 3, the company\u2019s latest AI model. AI enthusiasts praised the capabilities of the model far and wide on social media, with even some long-time ChatGPT fanboys like Salesforce CEO Marc Benioff admitting to converting to Gemini. AI benchmarking firm LMArena\u2019s cofounder Wei-Lin Chiang even called the release \u201cmore than a leaderboard shuffle.\u201d<\/p>\n
Gemini 3 was so well-received that only a couple of weeks later, OpenAI leadership declared \u201ccode red\u201d at the company. Even Nvidia CEO Jensen Huang, whose company has significant business with OpenAI, reportedly raised worries over the competition Google now poses to OpenAI\u2019s market dominance.<\/p>\n
Despite the huge jump in users for Gemini, there might still be a long way to go until it can suprpass ChatGPT to become the chatbot leader. OpenAI doesn\u2019t report regular data on ChatGPT active users, but a The Information report from December claimed that ChatGPT was nearing 900 million users weekly at the time.<\/p>\n
Either way, Google\u2019s catch-up effort is impressive. With high-profile launches like Gemini 3 and Nano Banana Pro, Google has been able to save its once-battered AI reputation following the failed launch of Gemini image generation in early 2024.<\/p>\n
\u201cI think we are in a very, very relentless innovation cadence, and I think we are confident about maintaining that momentum as we go through \u201926,\u201d Pichai said in the earnings call. Executives shared that they are planning to double capital expenditures in 2026, with the majority going towards AI.<\/p>\n
Google has big plans for Gemini this year. Apple recently tapped Gemini to power its AI revamp of Siri that is set to launch later this year, and Samsung announced last month that it was planning to double the amount of its Gemini-infused mobile devices. The company is also preparing to make Gemini more \u201cshoppable\u201d with checkout experiences infused directly into the app.<\/p>\n
You might also want to start preparing to have your Gemini chats plagued by ads, but that might still be further on the horizon.<\/p>\n
\u201cAds have always been part of scaling products to reach billions of people,\u201d Google\u2019s chief business officer Philipp Schindler said. \u201cBut as we\u2019ve said, we\u2019re not rushing anything here.\u201d<\/p>\n<\/p><\/div>\n