Core Insights - Alphabet and Google CEO Sundar Pichai provided an update on the adoption of consumer-facing AI applications, highlighting significant user growth across various AI features [1][2] User Adoption and Engagement - AI Overviews in Google Search now has 2 billion monthly users, an increase from 1.5 billion in May 2025 [1] - The Gemini app has reached 450 million monthly active users, with daily requests growing over 50% from Q1 [2] - AI Mode, which allows users to interact with Google Search through an AI chat experience, has over 100 million monthly active users [3] Developer Engagement - More than 9 million developers have utilized Gemini, and over 70 million videos have been created using the Veo 3 AI model since May [4] - Google Vids, a feature for text-to-video AI generation, has nearly 1 million monthly active users [4] - Over 50 million users have engaged with AI-powered meeting notes in Google Meet [4] Demand for AI Features - AI Overviews are driving over 10% more Google Search queries for relevant searches [5] - Google processed 980 trillion monthly tokens, doubling from 480 trillion announced in May, indicating significant demand for its AI product portfolio [6] Financial Outlook - Despite the growth in AI features, investors reacted negatively to Google's plans to increase capital expenditure to remain competitive in the AI sector, leading to a decline in stock price [6]
Google's AI Overviews have 2B monthly users, AI Mode 100M in the US and India