Overview
- Alphabet disclosed on Thursday that the Gemini app now has 950 million monthly active users, a threefold increase from a year earlier.
- Google is widening paid access to its personal agent, Gemini Spark, by rolling it out to AI Pro subscribers in the U.S. and more AI Ultra markets while keeping the feature unavailable in the EEA, the U.K., Switzerland, and Nigeria for now.
- The company announced new, lower‑cost Flash models (Gemini 3.6 Flash and 3.5 Flash‑Lite), said 3.5 Pro is in partner testing, and has begun the largest pre‑training run yet for Gemini 4 as its model APIs process about 22 billion tokens per minute.
- Third‑party analytics show market share shifting: Sensor Tower reports ChatGPT’s share fell below 50% in H1 2026 as Gemini rose to roughly 27.7%, and Google says Gemini Enterprise is in wide use at large firms.
- Rising demand is prompting a major capital spending ramp to build data centers and custom chips, which boosts Google Cloud revenue but leaves investors watching whether that investment will translate into standalone Gemini revenue.