Google Gemini Hits 750 Million Users, Closing In on ChatGPT

A Milestone Quarter for Google's AI Chatbot

Google's Gemini AI assistant has crossed the 750 million monthly active user mark, the company revealed during its fourth-quarter 2025 earnings call in early February. The figure represents a jump of roughly 100 million users from the previous quarter's 650 million — a pace of growth that has reshaped the competitive landscape of consumer AI.

CEO Sundar Pichai highlighted not just the raw numbers but the depth of engagement. "We are also seeing significantly higher engagement per user, especially since the launch of Gemini 3," Pichai told analysts, calling it "the fastest adoption of any model in our history."

Gemini 3 Fueled the Surge

Much of the momentum traces back to the mid-November release of Gemini 3, which drew enthusiastic reception from the AI community. Salesforce CEO Marc Benioff publicly switched from ChatGPT to Gemini, a high-profile endorsement that signaled the model's competitive quality. The broader AI community characterized the release as more than a routine upgrade — it marked a genuine shift in Gemini's capabilities.

Google also introduced a more affordable subscription tier, Google AI Plus, priced at $7.99 per month, lowering the barrier for users seeking premium features. The company reported selling more than 8 million paid seats of Gemini Enterprise, launched just four months earlier.

The Gap with ChatGPT Is Shrinking

The growth puts Gemini within striking distance of OpenAI's ChatGPT, which reportedly approached 900 million weekly active users in December. While direct comparisons are complicated by different measurement methods — monthly versus weekly active users — the trajectory is clear. At the start of 2025, Gemini held roughly 5.4% of the AI chatbot market; by early 2026, that share had surged to approximately 18%, while ChatGPT's dominance slipped from 87% to 68%.

Meta AI, which reported reaching 1 billion monthly users, remains the largest by raw user count, though its integration across Facebook, Instagram, and WhatsApp makes direct comparison with standalone apps like Gemini and ChatGPT difficult.

A New Weapon: Chat History Import

Google is also testing a feature designed to further accelerate switching: an "Import AI Chats" tool that lets users upload their conversation history from ChatGPT and Claude directly into Gemini. The beta feature, spotted in Gemini's attachments menu, aims to tackle the ecosystem lock-in that keeps users tied to whichever platform holds their accumulated context.

The tool focuses on conversational history only — saved memories and personalized preferences will not transfer. Google has not announced a public launch date, but the feature's appearance in beta suggests a rollout is approaching.

What Comes Next

Alphabet's broader financial results underscore the company's AI commitment. Annual revenues exceeded $400 billion for the first time, with Google Cloud growing 48% year-over-year. The company plans capital expenditures of $175 to $185 billion in 2026, the majority directed toward AI infrastructure.

The AI chatbot market is no longer a one-horse race. With Gemini's rapid growth, Google's distribution advantages across Android, Search, and Workspace, and aggressive moves to reduce switching costs, the contest between Gemini and ChatGPT is shaping up to be the defining technology rivalry of 2026.