Google’s Gemini Hits 750m Maus After Gemini 3

Google told investors on its Q4 2025 earnings call (Feb 4, 2026) that the Gemini app has surpassed 750 million monthly active users (MAUs), up from 650 million last quarter. CEO Sundar Pichai credited December’s Gemini 3 launch as a “positive driver,” and said Google’s first‑party models now process “over 10 billion tokens per minute via direct API” usage. That’s a throughput stat - tokens are the units models read/write - and it signals heavy commercial use. (fool.com)

Google added two key context points that matter for the business story. First, Search “saw more usage in Q4 than ever,” which hints AI features are expanding, not cannibalizing, core search. Second, Alphabet’s 2025 revenue crossed $400 billion for the first time, so the AI push isn’t happening in a vacuum. (fool.com)

Competitors aren’t standing still. Sensor Tower data pegs ChatGPT at roughly 810M MAUs as of November 2025, while Meta said Meta AI reached 1B monthly users across its apps back in May 2025. Different timeframes, same takeaway: this market is massive and still moving. (techcrunch.com)

Pricing wrinkle, timing caveat. Google’s new $7.99 Google AI Plus plan (a cheaper consumer tier) expanded to the U.S. on January 27, 2026 - after the quarter - so it didn’t influence the reported MAUs. Expect any subscription lift to show up next quarter. (macrumors.com)

Hardware angle in plain English. TPU stands for Tensor Processing Unit (Google’s custom AI chip). The latest generation, Ironwood, is optimized for running models (inference) and scales to pods of 9,216 chips - part of Google’s strategy to cut serving costs and keep pace with Nvidia. Translation: cheaper, faster AI helps MAUs turn into revenue. (techcrunch.com)

The fine print from the call: Pichai emphasized model and product integration across Search, Cloud, and devices; CBO Philipp Schindler said Google is “focused on a free tier and subscriptions,” reinforcing that monetization is early but coming. Benchmarks are nice, retention and paid conversion are nicer. (fool.com)

The bottom line: 750M MAUs is real scale. Now the scorecard shifts to engagement, paid uptake from AI Plus, and whether Google’s chip + product stack keeps unit costs falling as usage spikes. (macrumors.com)