Google says Gemini now has 950M MAUs, up from 900M in May and 750M in February

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The Verge 2026-07-22 Emma Roth

Context & Ripple Effects

Gemini's reported audience has expanded rapidly through successive milestones: Google cited 750M+ monthly users in February and 900M+ across 230 countries in May. The latest update extends that reported 900M-user milestone, following the earlier 750M-plus benchmark.

The user figures sit alongside evidence that Gemini is becoming a broader Google platform: prior coverage also cited rising direct API activity and 8M Gemini Enterprise subscribers. MAUs measure consumer reach, however, not usage intensity, revenue, or enterprise conversion.

First-order effects

Google can point to a 50M increase in Gemini's reported monthly active audience since May, strengthening its case that the product has sustained global distribution.
The new figure raises the operating baseline for Gemini product, infrastructure, and support teams, which must serve a larger recurring user population.

Second-order effects

Rival AI assistants face a higher public benchmark for consumer-scale adoption, while Google gains a larger potential funnel for its API and enterprise offerings; the reported MAU figure alone does not show how much of that funnel converts.
A larger active base makes iteration on Gemini's interface and features more consequential, because product changes can reach hundreds of millions of monthly users.

Third-order effects

If repeated growth is sustained, consumer AI competition will increasingly be shaped by distribution and retained usage—not just model releases—as providers seek to turn assistant audiences into broader platform ecosystems.
The gap between reported MAUs and disclosed engagement, monetization, and business adoption will become more important for judging which AI audiences represent durable commercial positions.

The trend: Gemini's growth is one data point in the shift from standalone model launches toward competition for large, recurring AI-assistant audiences that can support wider platform businesses.

Discussion

@aleabitoreddit Serenity on x
$GOOGL now has 950M monthly Gemini users and processes 22B API tokens/min. Compared to 750M back in February. Absurd growth adding 200 million more users in a few months. Kinda explains why they ran out of compute, then cut allocations to $META and others. Very unlikely AI [image…
@glenngabe Glenn Gabe on x
Approaching 1B MAUs -> Google says Gemini now has 950M MAUs, up from 900M in May and 750M in February https://www.theverge.com/... [image]
@paradislabs @paradislabs on x
There is no AI bubble. Strong $GOOGL Q2 Earnings: - Revenues: $119.8B vs. $117.0B (beat by 2% and up 24% YoY) - Google Cloud revenue: $24.8B (up 82%, accelerating from 63% last quarter) - Operating margin: 34% (expanded 2%) - EPS: $9.11 vs. $2.91 expected (beat by 213%) - [image]
@cap_zay @cap_zay on x
Gemini has 950MAUs... Isn't Gemini in every search bar? lol
@rseroter Richard Seroter on x
“Gemini models now process 22 billion API tokens per minute and the Gemini App has 950 million monthly active users ... Google Cloud saw a meaningful acceleration in growth as revenues increased 82% to $24.8 billion.” 😵 https://abc.xyz/...
Newsmax Newsmax on x
Alphabet Books $99 Billion Windfall as AI Cloud Revenue Soars 82%
@mgsiegler M.G. Siegler on x
Lol at $112.1B in net income. This number has long been a joke and is now just farcical in the Age of AI. Paper gains on investments, which, even if realized one day, have zero to do with the actual underlying business on a quarterly basis. Moment in time mark-ups. So silly.
@rohanpaul_ai Rohan Paul on x
So the “AI will kill Search” story still hasn't shown up in the money. Google Search actually sped up, growing 17% this year against 12% a year ago. Search alone added about $9B, more than the rest of the division combined. Interesting part is the margin, which widened to 41.8% […
@edzitron Ed Zitron on x
This is the first time that Google has missed on search revenue since Q4 2023. EPS was also boosted by $6.26 by unrealized gain on securities (SpaveX), actual EPS would be around $2.85, it rocks that these companies do this lol
@jason_kint Jason Kint on x
$80 billion in ad revenue, $45 billion in capex. Still running at least five adjudicated illegal monopolies (search, App Store, search text ads, exchange, publisher ad server) harming everyone else as open web erodes. Good job everyone.
@andreassteno Andreas Steno Larsen on x
No wonder they keep investing in capacity here
@rihardjarc Rihard Jarc on x
$GOOGL a monster cloud number: Google cloud revenue +82% YoY, big acceleration But even more valuable is the MARGIN. Cloud margin up from about 21% to about 36%. The compute shortage is gift to hyperscalers.
@semianalysis_ @semianalysis_ on x
BREAKING: GOOGLE CLOUD GENERATES REVENUE PRIMARILY FROM THE SALE OF TPU SYSTEMS! $GOOG Google Cloud has shifted from being a cloud to a hardware vendor, and this quarter was the first time they said “primarily” with meaningful language change. Is this Google bowing out of the [im…
@joecarlsonshow Joseph Carlson on x
Google is actually insane. The earnings reports are always amazing. [image]
@munster_gene Gene Munster on x
$GOOG Cloud up 82% y/y vs Street at up 63% and the stock is flat because fractional misses Search and Margins Search: Street was looking for 17.1% growth, came in at 16.8%. Operating Margins: Came in at 34.0% vs. Street at 34.5%. My take: Given what we now know, the stock
@tsoh_investing Alex Morris on x
Google Cloud revenues up ~82% YoY to ~$99 billion run rate Highest growth rate since they broke out the segment results [image]
@jaminball Jamin Ball on x
Google Cloud knocked it out of the park again. They're now at a ~$99B run rate growing 82% YoY. Another MASSIVE jump in YoY growth Quarterly YoY growth trends below $GOOG [image]
@sundarpichai Sundar Pichai on x
Q2 was an amazing quarter, with our AI investments redefining what's possible across every part of our business. Alphabet revenue grew 24% YoY and Google Cloud accelerated to 82% growth. We saw exciting momentum across the board from Search to YouTube to the Gemini app (which [im…
Sundar Pichai Sundar Pichai on linkedin
Q2 was an amazing quarter, with our AI investments redefining what's possible across every part of our business. …
Emil Protalinski Emil Protalinski on linkedin
Alphabet Inc.'s Q2 2026 was massive. — Here are the year-over-year numbers: — Revenue up 24% to $119.80 billion — Net income up 298% to $112.11 billion …
@anandragn Anand on x
$GOOGL spent a staggering $44.9B on capex in Q2, up 100% YoY and 26% sequentially. That's $80B in CapEx just in the first half of 2026. Alphabet's actions are clear: the AI infrastructure buildout is not slowing down, it is accelerating. [image]

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