Google announced on Tuesday that its Gemini AI assistant has reached 650 million monthly active users, representing a 44% increase from 450 million just three months earlier. The growth coincides with the company reporting its first-ever $100 billion in quarterly revenue, reflecting the increasing influence of artificial intelligence across its core business operations.
The new milestone brings Gemini closer to OpenAI’s ChatGPT, which reported 800 million weekly active users in September. Although OpenAI maintains a lead in overall usage, Google’s accelerated adoption highlights growing competition in the AI assistant sector, as both companies expand into consumer and enterprise markets.
Growth Driven by New Features
Gemini’s recent growth has been largely attributed to the success of Nano Banana, an AI-powered image generation feature launched in August. The tool has produced more than 5 billion images to date and has since expanded from the Gemini app to Google Search and NotebookLM, with integration into Google Photos expected soon. Analysts estimate that Nano Banana alone added around 23 million new Gemini app users in September.
During Google’s third-quarter earnings call, CEO Sundar Pichai stated that “the Gemini app now has over 650 million monthly active users, and queries increased threefold from Q2.” The surge suggests that user engagement is deepening as people increasingly use Gemini for varied and complex queries.
Google’s AI Mode, a conversational search experience rolled out in 40 languages, has also contributed to the growth. The feature now has 75 million daily active users, doubling its usage since launch and strengthening Google’s core search ecosystem.
Enterprise and Cloud Expansion
On the enterprise front, Google Cloud reported strong momentum, with AI-driven revenue growth playing a central role. The company signed more billion-dollar deals in 2025 than in the previous two years combined. Around 70% of Google Cloud’s customers now use its AI products, with revenue from generative AI models rising more than 200% year-on-year.
Market data shows ChatGPT currently holds about 60% of the AI assistant market, while Google Gemini accounts for 13.5%. However, Google’s ability to integrate Gemini across its broader ecosystem, spanning Search, YouTube, Workspace, and Android, gives it multiple pathways for user acquisition that competitors lack.
As OpenAI prepares to release GPT-5 and Google readies Gemini 3 later this year, both firms are positioning for the next phase of AI development. The rapid increase in user engagement and enterprise adoption suggests the competition for AI leadership will remain a central theme in the technology sector through 2026.
