The $400 Billion Giant: Google’s AI Counteroffensive Explodes as Gemini Hits 750M Users

Alphabet’s earnings reveal, published on 6 February 2026, shows Gemini’s MAU topping 750 million after the Gemini 3 launch last November, up from 650 million in the preceding quarter. The article notes that this growth marks Google’s AI counteroffensive gaining rapid traction, with Gemini 3 described as the most rapidly adopted model in the company’s history. It contrasts Google with Meta AI at around 500 million MAUs and ChatGPT late-2025 projections of 810–900 million, suggesting a narrowing gap.

Google’s API usage is described as processing more than 10 billion tokens per minute, and a bespoke Gemini 3 iteration with Apple’s Siri is cited as a driver of further usage. The piece also highlights Alphabet’s broader revenue momentum after eclipsing the $400 billion threshold, aided by Cloud, YouTube, and subscription services, while forecasting 2026 capital expenditure of $175–$185 billion to expand silicon procurement and data centres.