The number of monthly active users (MAU) for Google’s Gemini chatbot has surpassed 750 million, according to data from the fourth-quarter 2025 report.
The product is experiencing rapid growth: in the previous quarter, the company reported 650 million MAU. By comparison, Meta AI’s equivalent figure stands at 500 million.
Despite its rapid growth, Gemini still trails its main competitor—ChatGPT’s user base has reached 810 million.
The statistics were released shortly after the launch of Gemini 3, a leading AI model that performed well in tests. Google CEO Sundar Pichai emphasized that the integration of the neural network has positively impacted the company’s growth, and ongoing investments are maintaining the pace.
In September, Google introduced an affordable Google AI Plus plan in over 40 countries, including Ukraine, Moldova, Kyrgyzstan, Uzbekistan, and Egypt. The budget subscription is expected to attract a less affluent audience and accelerate the product’s further spread.
Aggressive Expansion
Gemini’s success has been a key driver of Alphabet’s record performance—the holding company’s annual revenue exceeded $400 billion for the first time. The company attributes the growth to advancements in artificial intelligence and plans to aggressively increase investments in this area.
For 2026, the corporation has allocated capital expenditures (CAPEX) in the range of $175–185 billion. The upper limit of the forecast more than doubles the previous year’s spending.
In October, Alphabet announced it expects a “significant increase” in expenses for 2026, but the figure released on February 4 surpassed those of other tech giants. For comparison: Microsoft did not disclose an annual forecast but promised “consistent reduction” in costs after $37.5 billion in the last quarter. Meta intends to spend between $115 billion and $135 billion in 2026.
Wall Street is wary of the budget race, fearing a bubble in the industry. In early November, HSBC CEO Georges Elhedery warned that current AI company revenues might not justify the enormous computing expenses.
Alphabet CEO Sundar Pichai noted that no firm is immune to a potential collapse of the artificial intelligence market. According to him, there are signs of “irrationality” in the current frenzy.
Earlier, a document leak shed light on OpenAI’s financial situation, confirming skeptics’ fears—the firm may still be spending more on inference than it earns.