AI Mode in Search
Passed 1 billion monthly active users after global expansion in October 2025.
The numbers
AI Mode monthly active usersmore than 1 billionQ2 2026 · since global expansion in October 2025 · source ↗
What it is
Google's AI-generated answer experience inside Search. It sits on top of the Search & other ad line and is the main test of how AI changes query volume and ad monetization.
Why it matters to the stock. If AI Mode keeps users on Search, ad revenue holds. If it sends them to chatbots, Search growth is at risk.
News
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