Sundar Pichai shared updates on Google's AI adoption, reporting significant user growth across several platforms:
- AI Overviews: Reached 2 billion monthly users.
- Gemini App: Expanded to 450 million monthly active users with a 50% increase in daily requests from Q1.
- AI Mode: Gained over 100 million monthly active users in the U.S. and India, with upcoming upgrades.
Developer engagement is also strong, with over 9 million building with Gemini and nearly 1 million using Google Vids. Additionally, 50 million people used AI-powered meeting notes in Google Meet.
Google is processing 980 trillion monthly tokens across its platforms, showcasing significant AI product portfolio demand. However, increased capital expenditure plans for AI development led to a negative investor reaction.