Google CEO Sundar Pichai Updates Investors on Adoption of Consumer-Facing AI Features
During Alphabet and Google’s Q2 2025 call with investors, CEO Sundar Pichai provided an update on the increasing adoption of consumer-facing AI apps and features. One of the key highlights was the growth of AI Overviews, a Google Search feature that offers AI summaries of search results in 200 countries and territories. The feature now boasts 2 billion monthly users, up from 1.5 billion in May 2025.
Pichai also mentioned the impressive growth of Gemini, Google’s AI-powered app, which has reached 450 million monthly active users. The CEO noted that daily requests for the app have surged by over 50% since Q1.
Another standout feature is AI Mode, which allows users to interact with Google Search through an AI chat experience for more detailed answers. With over 100 million monthly active users, the service is currently available in the U.S. and India, with plans for further expansion. Pichai hinted at future enhancements to AI Mode, including the integration of the advanced research tool Deep Search and more personalized responses.
On the developer front, Google shared that more than 9 million developers have built with Gemini, and over 70 million videos have been created using the Veo 3 AI model since May. Google Vids, a text-to-video AI feature in Google Workspace powered by Veo, now has nearly 1 million monthly active users.
Google Meet also saw significant AI adoption, with over 50 million users utilizing AI-powered meeting notes. These statistics underscore the growing demand for AI features among consumers.
Google highlighted its impressive growth in terms of monthly tokens processed, doubling from 480 trillion to 980 trillion monthly tokens since May. Pichai attributed this success to the company’s long-term investments in a comprehensive AI product portfolio.
Despite the positive reception of Google’s AI initiatives, investors expressed concerns about the company’s plans to ramp up capital expenditure spending to stay competitive in the AI race. This led to a decline in the company’s stock shortly after the earnings announcement.
Overall, Google’s continued focus on AI innovation and consumer-centric features is driving substantial growth and engagement across its platform and products.
