Alphabet and Google CEO Sundar Pichai shared an update on the adoption of consumer-facing AI apps and features, including Google Search’s AI Overviews, Gemini, and AI Mode. On the company’s Q2 2025 call with investors, Pichai revealed that AI Overviews—a Google Search feature offering AI summaries of search results, available in 200 countries and territories—now has 2 billion monthly users, up from 1.5 billion in May 2025.
In addition, Google’s Gemini app has grown to 450 million monthly active users. Pichai noted strong growth and engagement, with daily requests increasing over 50% from Q1. Meanwhile, AI Mode—a feature that allows users to interact with Google Search through an AI chat experience for deeper answers—has surpassed 100 million monthly active users. The service is currently available in the U.S. and recently expanded to India, with plans for further upgrades, including the advanced research tool Deep Search and more personalized responses.
On the developer side, Google reported that more than 9 million developers have built with Gemini, and over 70 million videos have been created using the Veo 3 AI model since May. Google Vids, a text-to-video AI tool in Google Workspace powered by Veo, now has nearly 1 million monthly active users. Additionally, over 50 million people have used AI-powered meeting notes in Google Meet.
These statistics highlight consumer demand for AI features. For example, Google noted that AI Overviews drive over 10% more search queries for the types of searches that display them. However, it remains unclear how many users actively choose AI features, given how aggressively they have been integrated into search.
Google also measured its growth in monthly tokens processed. At its developer conference in May, the company reported processing 480 trillion monthly tokens—a figure that has since doubled to 980 trillion.
Pichai emphasized the strong demand for Google’s AI products, attributing success to long-term investments in a full-stack AI approach. Despite this, investors reacted negatively to Google’s plans to increase capital expenditures to stay competitive in the AI race, causing the stock to dip shortly after the earnings announcement.