Google closes in on another billion user product with Gemini
Quick Answer
Google's AI assistant Gemini has surged to over 950 million monthly users, tripling in a year and positioning itself to rival OpenAI's ChatGPT.
Quick Take
With features like Daily Brief and Gemini Spark, the app has gained significant traction, especially on iOS, where it has been downloaded over 137 million times in the past year.
Key Points
- Gemini's user base has tripled from last year, reaching 950 million monthly users.
- The app has been downloaded over 137 million times on iOS in the last year.
- Gemini's market share among AI assistants rose to 27.7%, while ChatGPT fell below 50%.
- Google's Q&A-style AI mode also surpassed 1 billion users this quarter.
- The company has reduced AI mode costs through hardware engineering despite new features.
DeepSignal Analysis
What happened
Google's AI assistant Gemini has reportedly reached over 950 million monthly users, marking a significant increase from 750 million earlier this year. The app has gained traction particularly on iOS, with over 137 million downloads in the past year. This growth positions Gemini to compete with OpenAI's ChatGPT, which surpassed 1 billion monthly users in June.
Key evidence
- Gemini's user base has tripled from last year, growing from 750 million to over 950 million monthly users as of Q2 2026.
- The Gemini app has been downloaded over 137 million times on iOS in the last 12 months, indicating strong user engagement on that platform.
- According to Sensor Tower's report, Gemini's market share among AI assistants rose to 27.7%, while ChatGPT's fell below 50% for the first time.
Why it matters
The rapid growth of Gemini highlights Google's increasing competitiveness in the AI assistant market, particularly against established players like OpenAI. As more users turn to AI for assistance, the dynamics of user engagement and market share will be crucial for future developments. Additionally, Google's ability to maintain its search vertical while integrating AI features suggests a strategic approach to leveraging AI technology across its services.
Source Excerpt
Gemini had over 750 million monthly users in February
Want this in your inbox every morning?
Daily brief at your local 8am — bilingual EN/中文, free.
More from TechCrunch
See more →
AI chip startup Etched defies skeptics, hits $10.3B valuation from big-name investors
AI chip startup Etched has achieved a $10.3 billion valuation after a $300 million Series C funding round, led by Sequoia and supported by notable investors like Andreessen Horowitz. The company claims to have developed innovative low-voltage chips for AI inference, significantly enhancing performance and reducing costs, with $1 billion in orders already booked.
