On July 23, 2025, during its Q2 earnings call, Alphabet and Google CEO Sundar Pichai provided an update on the adoption and growth of Google’s consumer-facing AI applications and features. The company highlighted significant user engagement across its AI offerings, including Google Search’s AI Overviews, the Gemini app, and AI Mode.
Google Search’s AI Overviews, a feature that provides AI-generated summaries of search results and is available in 200 countries and territories, has reached 2 billion monthly users. This marks a substantial increase from the 1.5 billion users reported in May 2025, indicating a rapid expansion in its user base.
The Google Gemini app has also demonstrated robust growth, now serving 450 million monthly active users. Pichai noted, “We continue to see strong growth and engagement with daily requests growing over 50% from Q1,” underscoring the app’s increasing popularity and usage.
AI Mode, which offers an AI chat experience for more in-depth search answers, has surpassed 100 million monthly active users. Currently available in the U.S. and recently launched in India, this service is still in the process of a broader rollout. Google plans to enhance AI Mode in the near future by integrating the advanced research tool Deep Search and providing more personalized responses.
On the developer front, Google reported that over 9 million developers have built applications using Gemini. Furthermore, the Veo 3 AI model has been utilized to produce more than 70 million videos since May. Google Vids, a Veo-powered feature within Google Workspace for text-to-video AI generation, has accumulated nearly 1 million monthly active users.
In Google Meet, the company revealed that over 50 million people have used its AI-powered meeting notes feature, demonstrating strong adoption of AI functionalities within its productivity suite.
Google emphasized that these statistics reflect a significant consumer demand for AI features. The company stated that AI Overviews are driving over 10% more Google Search queries for the types of searches where they are displayed. However, it also acknowledged the difficulty in precisely determining the extent to which users have willingly opted into these AI features, given their aggressive integration into Google’s services.
Quantifying its overall AI growth across its platform and products, Google reported a doubling in monthly tokens processed. The figure rose from 480 trillion monthly tokens announced at its developer conference in May to 980 trillion monthly tokens. Pichai affirmed, “We are seeing significant demand for our comprehensive AI product portfolio. Of course, this is all possible because of the long-term investments we have made in our differentiated, full-stack approach to AI.”
Despite the positive adoption metrics, investors reacted negatively to Google’s announcement of increased capital expenditure spending aimed at staying competitive in the AI race. This news led to a slip in the company’s stock price shortly after the earnings were released.
