Google has confirmed that Gemini has surpassed 750 million monthly active users worldwide, a leap that solidifies its AI assistant as a major player in the new wave of generative tools. The figure, revealed during the presentation of its fourth-quarter 2025 results, reinforces the feeling that the company has accelerated its growth in this area.
In just one quarter, the user base has grown from approximately 650 million to over 750 million monthly active users , representing the addition of at least 100 million people in a very short time. This surge is driven by the success of Gemini 3 , the integration of the assistant into the Google ecosystem, and the combination of a free tier with paid subscriptions, which are already available in Spain and the rest of Europe.
From the launch of Gemini 3 to the 750 million milestone
The turning point was the arrival of Gemini 3 , the company's most advanced model to date, unveiled last November. This version incorporates improvements in reasoning, context understanding, and complex problem-solving , especially in areas like science and mathematics, where the reliability of answers has become a key factor for users and businesses.
Google highlights that the adoption of Gemini 3 has been one of the fastest in the history of its AI models: it has acted as a true engine of growth , adding tens of millions of new users in a matter of weeks. The new version has also been integrated into the so-called "AI mode" in products such as the search engine and other tools from the online giant, making the transition to artificial intelligence almost effortless for the user.
The company emphasizes that its models already process over 10.000 billion tokens per minute through the API used by customers and developers, giving an idea of the scale at which Google's AI infrastructure currently operates. This is further bolstered by viral features like Nano Banana, its image editing system that gained popularity in late 2025 and helped drive more traffic to the Gemini ecosystem.
Sundar Pichai, CEO of Google and Alphabet, has described the launch of Gemini 3 as "a fundamental milestone" and a clear "positive driver" for the group's performance. Externally, the message is clear: the company believes its investment in the Gemini family of models is beginning to have a direct impact on both usage and its bottom line.
A competitor closing in on ChatGPT and overtaking Meta AI
With over 750 million monthly active users , Gemini has secured a place among generative AI assistants. This figure puts it ahead of Meta AI , which has around 500 million users, but still behind ChatGPT , whose user base is estimated at around 810 million active users by the end of 2025, according to data from specialized media outlets such as TechCrunch.
The gap with OpenAI's service, which not long ago seemed insurmountable, has narrowed considerably. The industry is openly discussing a battle for leadership by 2026 , with Google closing the gap quarter after quarter. Analysts and influential voices in the industry, such as Marc Benioff (CEO of Salesforce), have even publicly expressed their preference for Gemini over other alternatives, while some reports indicate that the launch of Gemini 3 was treated as a "code red" at OpenAI.
Beyond the rhetoric, the reality is that most usage is concentrated on a handful of platforms: Gemini, ChatGPT, and Meta AI account for the majority of users of generative AI assistants. For Google, achieving such a broad user base in such a short time indicates that its strategy of integrating AI across mass-market products—from Android to YouTube—is working.
The tech community also sees this rebound as a way to recover reputational ground after some previous setbacks, such as the problems with the company's image generator in 2024. The launch of Gemini 3 has served, in part, to refocus the narrative and reinforce Google's image as a leading player in the development of advanced models.
Europe and Spain: subscriptions, prices and access model
Gemini's growth isn't solely attributable to free access. Google is pursuing a hybrid model of free access and subscriptions , with a particular focus on markets like Spain and the rest of Europe, where price sensitivity and digital regulation dictate the pace of adoption. In this context, the company has launched the Google AI Plus plan , which in Spain costs €7,99 per month.
This plan includes 200 GB of cloud storage and expanded use of Gemini 3 Pro and Reasoning Mode , geared towards those who need to perform a high number of queries or more complex tasks, whether for studying, working, or personal projects. Although the subscription arrived too late to significantly impact the last quarter's figures, Google is confident it will become one of the drivers of growth in Europe in the coming months.
Philipp Schindler, the company's chief commercial officer, emphasized to investors that the focus is on both maintaining a strong free tier and growing paid subscriptions . Alphabet already boasts over 325 million subscriptions across its consumer services—driven primarily by Google One and YouTube Premium—and the plan is for Gemini to join this portfolio of products capable of generating recurring revenue in European markets as well.
For users in Spain and other EU countries, Gemini's expansion is also taking place within a demanding regulatory context, with the future full implementation of the European AI Act and an increasingly intense debate about the impact of these assistants on web traffic and advertising models. Google itself has acknowledged that the search engine is registering more activity than ever , with the use of AI mode in Search doubling since its launch, something that worries many websites affected by so-called "no-click" searches.
Record results and a commitment to AI infrastructure
Gemini's leap comes alongside record-breaking results for Alphabet. Google's parent company has surpassed $400.000 billion in annual revenue for the first time , with a quarter marked by the strong performance of its cloud business, the robustness of YouTube, and the expansion of its artificial intelligence services.
The company is strengthening its technological foundation to meet this demand. Among the new developments , Ironwood stands out as the next generation of AI accelerator chips (TPUs) , with which Google aims to compete head-to-head with Nvidia's solutions and reduce its reliance on third parties for training and running large-scale models. A significant portion of the substantial increase in capital investment for the coming years will be allocated precisely to this infrastructure.
According to the shared data, Google's own models—including the Gemini family—already manage billions of tokens per minute through the API consumed by enterprise customers. This volume reflects not only end-user usage but also adoption by companies integrating Google AI into their own applications and services, a particularly relevant area for the European business sector.
The impact of AI is also evident in advertising and other services where the use of language models and more advanced recommendation systems can improve targeting and user experience . Although Google avoids presenting these improvements as purely commercial, the connection between Gemini's evolution and business growth is becoming increasingly clear to the market.
Strategic alliances and their effect on the technological ecosystem
Beyond the numbers, Gemini has become a central component of Google's partnerships with other major manufacturers. One of the most talked-about moves has been the agreement with Apple , whereby the iPhone maker will leverage Gemini's technology and Google's cloud to power Apple Intelligence features and a revamped version of Siri. While Alphabet hasn't provided in-depth details, Pichai has indicated that Google is becoming the preferred cloud provider for Apple's base models.
Meanwhile, other hardware industry players have shown interest in integrating Gemini into their devices. Samsung, for example, has announced it will increase the number of devices with Gemini pre-installed , and within the Android ecosystem, more and more manufacturers are expected to incorporate the assistant as a standard part of their software. All of this reinforces the idea that user growth is driven not only by standalone apps but also by the presence of AI in mobile phones, computers, and online services.
In the business environment, the use of Gemini in tools like Workspace (Gmail, Docs, Drive, and others) reinforces Google's position as a provider of AI-assisted productivity solutions. For many European companies, having these features integrated into existing services facilitates their adoption without requiring major infrastructure changes.
The competition is watching all these moves closely. Voices like that of Nvidia CEO Jensen Huang have expressed concern about the speed at which Google is deploying its own AI infrastructure, which could disrupt the current balance between chip vendors and major platforms.
Impact on search, web traffic, and the future of AI
One of the most significant aspects of Gemini's growth is its integration with Google Search and the so-called "AI mode ," where responses generated by the model are prominently displayed. According to the company, daily queries in this mode have doubled since its launch , and the search engine has registered "more activity than ever before."
This shift in how information is presented is fueling intense debate, especially in Europe, about its impact on digital media, e-commerce, and small websites that rely on organic traffic. Many publishers are reporting an increase in no-click impressions, as users get answers directly from the search interface without needing to access the pages that provide the original content.
For the end user, the experience can be more convenient by receiving immediate AI-generated summaries and explanations. However, for the content ecosystem and online businesses—including many Spanish e-commerce sites—the question remains as to how this transition will affect their revenue models. In the short term, what does seem clear is that generative AI is becoming the primary layer of interaction with information , and Gemini plays a central role in that transformation.
In this context, the sector is closely watching how European regulations on transparency, copyright and data use in AI assistants will be implemented, and how Google will adapt to reconcile Gemini's growth with regulatory demands and the concerns of the digital industry.
In just a few months, Gemini has gone from being an ambitious Google venture to establishing itself as a service with hundreds of millions of monthly active users , approaching ChatGPT's figures and clearly surpassing other competitors. The momentum behind Gemini 3, the rollout of initiatives like Google AI Plus in Spain and Europe, investment in its own infrastructure, and agreements with major technology partners suggest that Google's assistant will continue to gain traction in the daily lives of individuals and businesses, while the market and regulators work to define the role of this new layer of artificial intelligence within the digital economy.