Thursday

24 July 2025 Vol 19

Google’s AI Overviews have 2B monthly users, AI Mode 100M in the US and India

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 shared that AI Overviews — a Google Search feature offering an AI summary 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.

“We continue to see strong growth and engagement with daily requests growing over 50% from Q1,” Pichai said of the app.

Meanwhile, AI Mode — a way to use Google Search via an AI chat experience to get more in-depth answers — has 100 million monthly active users. The service is available in the U.S. and, more recently, India, but is still rolling out. Pichai said the experience will be upgraded in the near future with the addition of the advanced research tool, Deep Search, and more personalized responses.

On the developer front, Google said more than 9 million have built with Gemini and over 70 million videos have been produced with the Veo 3 AI model since May. Google Vids, a Veo-powered feature for text-to-video AI generation in Google Workspace, now has nearly 1 million monthly active users.

In Google Meet, over 50 million people used AI-powered meeting notes in Google Meet, the company also said.

The stats are meant to illustrate consumer demand for AI features, though it’s arguably difficult to determine how many people have truly and willingly turned to AI in Search, when the feature has been thrust upon them as aggressively as it has been.

Across Google’s platform and products, Google quantified its growth by monthly tokens processed, saying that it had announced at its developer conference in May that it had processed 480 trillion monthly tokens, and that figure has now doubled to 980 trillion monthly tokens.

“We are seeing significant demand for our comprehensive AI product portfolio,” Pichai told investors. “Of course, this is all possible because of the long-term investments we have made in our differentiated, full-stack approach to AI.”

Investors, however, reacted negatively to Google’s plans to increase its capital expenditure spending to keep up with the AI race, which sent the stock slipping shortly after earnings were announced.

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