Alphabet reported in its Q2 2026 financial report that its AI assistant Gemini has exceeded 950 million monthly active users, demonstrating sustained strong growth momentum. CEO Sundar Pichai noted Gemini's user count grew threefold compared to the same period in 2025, with the application surpassing 750 million monthly active users by February 2026. New features like Daily Brief and the personalized agent Gemini Spark, already launched in the US and international markets, are driving user engagement.
Google's AI inference demand is escalating rapidly with Gemini's user growth, requiring significant compute capacity to support nearly a billion users.