Gemini growth narrows gap in chatbot race
The launch of Gemini 3 boosted momentum, with Google highlighting improved reasoning capabilities and deeper response quality.
Google’s AI chatbot Gemini has surpassed 750 million monthly users, signalling rapid consumer adoption, according to fourth-quarter 2025 earnings. The figure jumped from 650 million in the previous quarter, reinforcing Gemini’s rapid expansion in the generative AI market.
Competitive positioning remains solid. Meta AI has nearly 500 million users, while ChatGPT leads globally with about 810 million. Ongoing product upgrades and ecosystem integration across Google services have sustained Gemini’s growth momentum.
Gemini 3 has driven adoption, with Google calling it its most advanced model, offering deeper reasoning and more nuanced responses. Leadership called the release a key growth driver, with further investment and updates expected to sustain expansion.
Broader AI demand is also lifting Alphabet’s financial performance. Annual revenue has topped $400 billion for the first time, driven by enterprise API demand and infrastructure growth, including the Ironwood TPU rollout.
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