In a landmark fourth-quarter earnings report on February 4, 2026, Alphabet CEO Sundar Pichai announced that Google Gemini has officially surpassed 750 million monthly active users (MAU).
This milestone represents a rapid acceleration in adoption, with the user base jumping from 650 million in the previous quarter—a 15% increase in just three months. The growth is largely credited to the “full stack” advantage of integrating Gemini 3 into the Android ecosystem and the launch of the Nano Banana model for high-fidelity image generation.
1. The Growth Engines: Ecosystem & Enterprise
The surge to 750 million users is driven by Google’s strategy of embedding AI as a utility rather than just a standalone application.
- The Reliance Jio Partnership: A major boost came from a partnership with India’s Reliance Jio, offering an 18-month free trial of the Gemini suite (with 2TB cloud storage) to over 500 million consumers.
- Gemini Enterprise: Launched just four months ago, Gemini Enterprise has already sold over 8 million paid seats, with 95% of the top 20 global SaaS companies now integrating Gemini into their workflows.
- API Scaling: Beyond the consumer app, Google’s first-party models are now processing over 10 billion tokens per minute via direct API usage.
2. The Competitive Landscape: Chasing ChatGPT
While Gemini is closing the gap, it remains the second-most used AI assistant globally.
| Platform | Monthly Active Users (MAU) | Status as of Early 2026 |
| ChatGPT | ~810 Million | Remains the market leader but with a slower growth rate. |
| Google Gemini | 750 Million | Fastest growing; deeply integrated into Android/Workspace. |
| Meta AI | ~500 Million | Strong presence in social media messaging layers. |
3. Financial Impact: The $400 Billion Milestone
The adoption of Gemini has had a direct effect on Alphabet’s bottom line, helping the company exceed $400 billion in annual revenue for the first time in its history.
- Cloud Acceleration: Google Cloud revenues grew 48% (now on a $70 billion annual run rate), fueled by a $240 billion backlog primarily driven by AI demand.
- Efficiency Gains: Google successfully reduced the serving unit cost for Gemini by 78% throughout 2025 through model optimization and custom TPUs.
- YouTube Surge: YouTube’s annual revenues surpassed $60 billion, aided by Gemini-powered ad targeting and creator tools.
4. What’s Next: The $185B Investment
To maintain this momentum, Alphabet has committed to a massive capital expenditure (CapEx) plan for 2026.
- Infrastructure Budget: The company anticipates CapEx in the range of $175 to $185 billion for 2026 to build out the next generation of AI data centers.
- New Subscription Tiers: To capture more price-sensitive markets, Google launched the Google AI Plus plan at $7.99/month, sitting between its free tier and the premium Gemini Advanced.
Conclusion: AI as Infrastructure
The jump to 750 million users signals that Gemini is transitioning from a “chatbot” into a fundamental piece of digital infrastructure. By leveraging its dominance in Android and Search, Google has turned AI into a habitual, daily utility for nearly 10% of the world’s population.
