Podcast Episode
The growth trajectory has been remarkable. Just over a year ago, Gemini had 90 million monthly users. That figure climbed to 350 million by March 2025, reached 450 million in July, and hit 650 million in October. The latest figures represent roughly 15 percent growth from the previous quarter, adding over 100 million new users in just three months.
Market data suggests the gap may be narrowing. In December, Gemini traffic increased 28 percent month-over-month while ChatGPT declined nearly 6 percent. Year-over-year, Gemini's site traffic has grown over 560 percent compared to ChatGPT's 50 percent.
Google Cloud revenue grew 48 percent to reach 17.7 billion dollars for the quarter, with AI-related revenue growing over 200 percent year-over-year. The company's cloud backlog has surged to 155 billion dollars.
Google Gemini Surpasses 750 Million Monthly Users as AI Race Intensifies
February 5, 2026
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Google's Gemini AI assistant has reached 750 million monthly active users, fuelled by the November launch of Gemini 3. The milestone marks a 15 percent quarterly jump and signals Google's growing challenge to ChatGPT's dominance in the consumer AI space.
Gemini's Meteoric Rise
Google's flagship AI assistant Gemini has crossed a major milestone, surpassing 750 million monthly active users according to Alphabet's fourth quarter 2025 earnings report. The announcement came during an earnings call where CEO Sundar Pichai highlighted the November launch of Gemini 3 as a key driver of growth.The growth trajectory has been remarkable. Just over a year ago, Gemini had 90 million monthly users. That figure climbed to 350 million by March 2025, reached 450 million in July, and hit 650 million in October. The latest figures represent roughly 15 percent growth from the previous quarter, adding over 100 million new users in just three months.
The ChatGPT Challenge
While Gemini is rapidly gaining ground, it still trails OpenAI's ChatGPT, which reported approximately 800 million weekly active users in late 2025. However, direct comparisons are complicated by different measurement approaches. ChatGPT reports weekly active users, which typically translates to a higher monthly figure, while Gemini reports monthly active users directly.Market data suggests the gap may be narrowing. In December, Gemini traffic increased 28 percent month-over-month while ChatGPT declined nearly 6 percent. Year-over-year, Gemini's site traffic has grown over 560 percent compared to ChatGPT's 50 percent.
Enterprise AI Explodes
Beyond consumer adoption, enterprise usage has surged dramatically. Google's first-party models now process over 10 billion tokens per minute via direct API use, up from 7 billion tokens per minute in the third quarter.Google Cloud revenue grew 48 percent to reach 17.7 billion dollars for the quarter, with AI-related revenue growing over 200 percent year-over-year. The company's cloud backlog has surged to 155 billion dollars.
Massive Infrastructure Investment
To meet demand, Alphabet announced capital expenditure plans of 175 to 185 billion dollars for 2026, primarily for AI compute capacity. The company's overall fourth quarter revenue reached 113.8 billion dollars, up 18 percent year-over-year, with annual revenue exceeding 400 billion dollars for the first time.Published February 5, 2026 at 12:15pm
