Google's AI assistant, the Gemini App, has achieved a significant milestone with over 750 million monthly active users, according to CEO Sundar Pichai during Alphabet's latest earnings call. This figure marks an increase of approximately 100 million users since the previous quarter's report, which highlighted 650 million users. The surge in user numbers coincides with the launch of Gemini 3, which has been praised for its rapid adoption and enhanced user engagement.
Following its release in mid-November, Gemini 3 has garnered positive feedback from AI enthusiasts, including Salesforce CEO Marc Benioff, who acknowledged switching from ChatGPT to Gemini. The model's impact was so substantial that it prompted OpenAI to declare a "code red" internally. Despite the momentum, the competition remains fierce, as reports suggest that ChatGPT may have nearly 900 million weekly users, still leading the market.
Looking ahead, Google has ambitious plans for Gemini. The company intends to double capital expenditures in 2026, primarily focusing on AI advancements. Additionally, high-profile collaborations are in the works, including Apple's decision to utilize Gemini for an upcoming Siri revamp and Samsung's plans to expand its Gemini-powered mobile device offerings.