Google says its Gemini app has 750M+ MAUs, up from 650M in November, and its first-party models now process 10B+ tokens/minute via direct API use by customers

TechCrunch 2026-02-05 Lauren Forristal

Context & Ripple Effects

Gemini's reported audience has expanded from 450 million monthly users in July 2025 to more than 750 million, while Google has also reported rapidly rising API activity and 8 million Gemini Enterprise subscribers in its recent enterprise update.

The new figures connect consumer distribution with direct customer use of Google's first-party models. That combination matters because it gives Google evidence of demand across both its app and developer-facing channels.

First-order effects

Google can point to larger Gemini reach and more than 10 billion tokens per minute of direct API processing as current validation for its consumer and customer AI offerings.
Developers and enterprises using Google's direct API are now part of a much larger disclosed workload, making API delivery a more visible component of Gemini's commercial footprint.

Second-order effects

Rival model providers face stronger pressure to compete not only on model capability but also on distribution, enterprise adoption, and the ability to serve sustained API workloads.
The scale of direct API usage raises the importance of pricing, reliability, and tooling for customers choosing among model platforms, aligning with the earlier reported surge in Gemini API calls.

Third-order effects

If app adoption and direct API demand continue rising together, AI providers will increasingly be judged as integrated platforms that convert consumer reach into recurring developer and enterprise usage.
This points to a broader shift from showcasing models to operating and monetizing large-scale inference infrastructure, though disclosed usage alone does not establish relative revenue or profitability.

The trend: The story is one data point in AI compute commercialization, where model companies seek to turn broad product distribution into durable API and enterprise demand.

Discussion

@jeffdean Jeff Dean on x
Very proud to see the progress across so many areas. Great to see @GeminiApp hit 750M monthly active users, and the use of our Gemini models across many products and Cloud surfaces is strong: 10B tokens/minute is 166M tokens/sec (TPUs!), or ~1750 tokens/person on earth per day.
@zeffmax Max Zeff on x
google gemini has 750 million MAUs 👀 the race to a billion users is on
@officiallogank Logan Kilpatrick on x
Gemini now processes over 10 billion tokens per minute via direct API use by our customers and the Gemini App just crossed 750M monthly active users : )
@mweinbach Max Weinbach on x
750M monthly active users for Gemini They've almost caught up to ChatGPT that's insanely impressive
r/technology r on reddit
Google's Gemini app has surpassed 750M monthly active users
@mark_k Mark Kretschmann on x
Gemini has achieved a major milestone, surpassing 750 million monthly active users, according to recent Q4 earnings highlights shared on social media. This surge in adoption of @GeminiApp is part of a historic financial period for the company, which saw annual revenues exceed [im…
@yuchenj_uw Yuchen Jin on x
The Gemini app hit 750M+ monthly active users in Q4 2025. ChatGPT was reported to have 810M monthly active users by the end of 2025. The gap is shockingly small. Gemini has a real shot at passing ChatGPT. [image]
@munster_gene Gene Munster on x
Native Gemini subs are now 750m weekly, up from 650m in September. OpenAI is at 900m. The gap is 150m today. Six months ago it was about 300m gap. Sundar said also had a “sharp increase in usage” by each users. My take: More users, more usage by each user. $GOOG

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