Google’s AI Overviews Serve 2B Users, AI Mode 100M
Google’s AI-driven features are seeing rapid adoption across its global user base. AI Overviews in Google Search, now available in 200 countries and territories, have reached 2 billion monthly users up from 1.5 billion just two months earlier. Additionally, the Gemini app has grown to 450 million monthly active users, reflecting a sharp increase in daily interactions.
AI Mode, which offers a conversational search experience, has surpassed 100 million users, primarily across the U.S. and India. Although still rolling out globally, the feature is expected to receive further enhancements, including Deep Search and personalized answers. These developments signal growing interest in richer, AI-supported search experiences.
AI Integration Across Google Ecosystem
Beyond Search, Google is expanding AI capabilities throughout its product ecosystem. Over 9 million developers have now built with Gemini, while the Veo 3 AI model has powered more than 70 million video creations since May. Within Google Workspace, the Veo-powered Google Vids has attracted nearly 1 million monthly users.
Furthermore, over 50 million users have engaged with AI-generated meeting notes in Google Meet. This shows that AI is not only shaping how users search but also how they create content and collaborate daily. The rise in adoption highlights strong user interest in tools that enhance productivity and creativity through automation.
AI Demand Meets Investment Challenges
Google has reported a surge in monthly token processing jumping from 480 trillion to 980 trillion since May. This growth illustrates rising demand for its expansive AI offerings. Although these results underscore the value of Google’s AI infrastructure, the company’s plan to increase capital expenditure has raised investor concerns.
Despite record-level engagement with AI features, the announcement led to a dip in stock value. This reaction emphasizes the tension between maintaining rapid innovation and managing financial expectations. However, Google’s ongoing investment in AI suggests a continued focus on long-term growth in this highly competitive space.
