Google told investors on its second‑quarter 2026 earnings call that Gemini, the company’s flagship AI assistant, now clocks in at more than 950 million monthly active users. The figure puts the service within striking distance of the one‑billion‑user threshold that already applies to Search, Gmail, Drive, Android, YouTube and Chrome.

“Users love new agentic features like Daily Brief and our personalized agent, Gemini Spark, which is now available in the U.S. and internationally,” CEO Sundar Pichai said. The rollout of those tools, along with a steady stream of updates, has helped Gemini’s user base triple compared with the same period last year.

Earlier this year, Google reported that the Gemini app crossed 750 million monthly active users in February. The latest numbers confirm that the growth curve has not slowed. While the bulk of users access Gemini on Android, the iOS ecosystem is proving to be a vital second market. Appfigures data shows the app has been downloaded over 137 million times on iOS in the past twelve months, a testament to its cross‑platform appeal.

Gemini’s ascent is reshaping the competitive landscape of AI assistants. OpenAI’s ChatGPT hit the one‑billion‑user mark in June, but a new Sensor Tower “State of AI” report for the first half of 2026 indicates that ChatGPT’s share of the assistant market fell below 50% for the first time. In the same analysis, Gemini’s share rose to 27.7%, narrowing the gap between the two services.

Google also highlighted that its AI‑driven Q&A mode within Search has crossed the one‑billion‑user line. The company attributes the surge to the seamless integration of Gemini’s capabilities, which it says is driving an “incremental increase” in search queries. By embedding conversational AI directly into the search experience, Google is turning more users into regular AI‑assistant users.

Cost efficiency has been another focus. Google disclosed that hardware engineering advances have lowered the operational expense of running Gemini’s AI mode, even as the firm continues to introduce new models and features. The savings help sustain the rapid rollout of updates without inflating the bottom line.

Analysts see Gemini’s momentum as a sign that Google’s AI strategy is paying off. The combination of feature‑rich updates, broad platform support and cost‑saving hardware improvements positions Gemini as a credible challenger to ChatGPT and other emerging assistants. As the service edges closer to the billion‑user milestone, the race for AI dominance looks set to intensify.

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