Archive — US — techcrunch
Google’s AI Overviews have 2B monthly users, AI Mode 100M in the US and India
Google's CEO Sundar Pichai announced significant growth in AI product usage during the Q2 2025 call, with AI Overviews reaching 2 billion monthly users and Gemini at 450 million. AI Mode has surpassed 100 million users. Demand for AI features is reflected in increased search queries. However, investors responded negatively to plans for higher capital expenditures to enhance AI capabilities.
Key points
- AI Overviews in Google Search saw user growth from 1.5 billion to 2 billion monthly.
- Gemini app has 450 million monthly active users, with daily requests up over 50% from Q1.
- AI Mode achieved over 100 million monthly active users in the US and India.
- AI Overviews drove over 10% increase in search queries.
- Google reported processing monthly tokens totals increasing from 480 trillion to 980 trillion.
- Investors reacted negatively to increased capital expenditure plans to expedite AI development.
Why it matters
- Increasing AI adoption aligns with a broader trend of AI integration across technology platforms observed in 2025.
- The significant growth in AI applications mirrors industry shifts towards consumer-centric AI solutions.
- The investor reaction represents cautiousness in the tech sector, especially amid rising costs for AI development.
Google's rapid AI adoption showcases consumer interest while simultaneously highlighting market pressures and investor concerns about costs, marking a critical phase in the tech giant's ongoing AI evolution.