Google's AI assistant Gemini now has over 950 million monthly users, tripling its user base from last year, and is on track to surpass OpenAI's ChatGPT, which hit 1 billion monthly active users in June. Sensor Tower's H1 2026 report indicates Gemini's market share rose to 27.7%, while ChatGPT's fell below 50% for the first time. Google also reported its Q&A-style AI search mode crossed 1 billion users, driving incremental search queries, and reduced its AI mode cost through hardware engineering.
Google's rapid AI assistant adoption and market share gains validate sustained demand for AI-powered consumer services, driving inference compute consumption.