Overview
- Google disclosed on Thursday that Gemini now exceeds 950 million monthly active users, rising from about 750 million in February and roughly tripling year‑over‑year.
- Independent analytics show the assistant market is shifting: Sensor Tower reports ChatGPT’s share fell below 50% while Gemini’s share rose to about 27.7%.
- Google says new agentic features — including the personalized agent Gemini Spark and the Daily Brief summary — are increasing daily engagement across Android and iOS.
- To sustain traffic and lower operating costs, Alphabet has raised capital spending for data centers and custom silicon and introduced lower‑cost models such as Gemini 3.6 Flash.
- The growth tightens competition with OpenAI’s ChatGPT and could reshape how people search and use phones by embedding AI assistants into core services and third‑party ecosystems.