Sundar Pichai's Gemini App Grew From 400 Million to Over 1 Billion Monthly Users in a Little Over a Year. Does That Adoption Curve Justify Alphabet's AI Spending Binge?
No, but...
Overview
Whatever Google has done to improve its artificial intelligence assistant app, called Gemini, over the past year has clearly been worth it.
From 400 million monthly users in May 2025 to 1 billion monthly users as of last month, the app has become the fastest-growing product in Alphabet's (NASDAQ: GOOG) (NASDAQ: GOOGL) history. It's the sort of progress that almost makes the $200 billion the company has budgeted for AI infrastructure investments this year worth it.Almost.
Details
Whatever the case, Alphabet's leadership on multiple AI fronts -- regardless of the cost -- makes its stock worth stepping into, particularly following its weakness since May.
Source
Originally published at www.fool.com.
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