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Google’s AI Apps Surge to Billions of Users as Pichai Details Adoption and Investor Concerns

Google CEO Sundar Pichai reported strong growth in AI features like Search’s AI Overviews, now reaching 2 billion users, and the Gemini app with 450 million monthly users. AI Mode has 100 million users, with new updates coming soon.

2 min read
IT and development

Google CEO Sundar Pichai Shares Latest on AI Adoption

Alphabet and Google CEO Sundar Pichai provided an update on the adoption of key consumer-facing AI applications during the company’s Q2 2025 earnings call. The focus was on Google Search’s AI Overviews, the Gemini app, and AI Mode, highlighting substantial user engagement and growth.

AI Overviews and Gemini App Growth

AI Overviews, a feature in Google Search that provides AI-generated summaries of search results, now reaches 2 billion monthly users across 200 countries and territories. This marks a significant increase from 1.5 billion users in May 2025. Meanwhile, the Gemini app, which offers AI-powered interactions, has grown to 450 million monthly active users. Pichai noted a strong uptake with daily requests increasing by more than 50% since Q1.

AI Mode Expanding with New Features

AI Mode, which enables users to interact with Google Search through an AI chat interface for deeper answers, now boasts over 100 million monthly active users. Currently available in the U.S. and India, this feature is still rolling out. Google plans to enhance AI Mode soon by integrating Deep Search, an advanced research tool, and by providing more personalized responses.

Developer Adoption and AI in Google Products

  • More than 9 million developers have built applications using Gemini.
  • Since May, over 70 million videos have been created using the Veo 3 AI model.
  • Google Vids, a text-to-video AI feature powered by Veo within Google Workspace, now has nearly 1 million monthly active users.
  • AI-powered meeting notes in Google Meet have been used by over 50 million people.

These figures underline substantial consumer demand for AI-driven features. For example, AI Overviews have contributed to a 10% increase in Google Search queries for relevant search types. However, it remains a challenge to measure how many users actively choose AI experiences versus those encountering them as default options.

Token Usage and Infrastructure Investment

Google also shared that monthly token processing has doubled since May, growing from 480 trillion to 980 trillion tokens. This metric reflects the volume of AI interactions across Google’s products and services.

Pichai emphasized that this growth is supported by significant, long-term investments in Google’s comprehensive AI infrastructure. Despite this, investors reacted negatively to Google’s announcement of increased capital expenditures aimed at keeping pace in the AI sector, causing a dip in stock value following the earnings report.

For those interested in expanding their AI knowledge or skills, exploring courses on platforms like Complete AI Training can provide practical insights into AI tools and development.

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