Gemini app and models
Gemini app reported at 950 million monthly active users in Q2 2026.
The numbers
What it is
Google's AI models and the Gemini consumer app. Developers and enterprises reach the models through Google Cloud and Gemini Enterprise.
Why it matters to the stock. Gemini is the test of whether Alphabet can defend Search against AI assistants and turn AI usage into ad, subscription and Cloud revenue.
News
Over 120 lawmakers urge Google to limit employee data in $10M Spirit Airlines data purchase
Led by Senator Elizabeth Warren and Representative Steven Horsford, more than 120 lawmakers wrote to Google and Spirit Airlines asking them to keep employee information out of Google's purchase of Spirit's internal data.
Alphabet, Pichai and Ashkenazi named in proposed securities class action over Gemini 3.5 Pro
A proposed securities class action, Stewart v.
Google launches Gemini 3.8 Flash at $0.75/$3.75 introductory API price
Google dated the launch of Gemini 3.8 Flash on September 2, 2026, positioning it as a cheaper workhorse model that improves on Gemini 3.7 Flash.
Jeff Dean leaving Google; Demis Hassabis moves to chair role; shares fall 4%
Bloomberg Government reported on August 5, 2026 that Google is losing several senior AI figures in a leadership overhaul.
Google releases Gemini 3.6 Flash; Gemini 3.5 Pro still absent
Google launched Gemini 3.6 Flash on July 21, 2026, alongside Gemini 3.5 Flash-Lite and Gemini 3.5 Flash Cyber.
Gemini co-lead Noam Shazeer says he is leaving Google for OpenAI
Noam Shazeer, a Google engineering vice president and co-lead of Gemini, announced on June 18, 2026 that he will join OpenAI.
Google agrees to pay SpaceX about $920 million a month for 110,000 Nvidia GPUs through mid-2029
A filing by SpaceX described a deal in which Google pays about $920 million a month for compute, including roughly 110,000 Nvidia GPUs in SpaceX data centers.
Google launches Gemini 3.1 Flash-Lite in preview at $0.25 and $1.50 per million tokens
Google DeepMind introduced Gemini 3.1 Flash-Lite as the fastest and most cost-efficient Gemini 3 series model, aimed at high-volume developer workloads.
Google rolls out Nano Banana 2 (Gemini 3.1 Flash Image) across Gemini, Search and Flow
Google launched Nano Banana 2, its Gemini 3.1 Flash Image model, bringing Pro-level image capability to the faster Flash line.
Google releases Gemini 3.1 Pro in preview with 77.1% on ARC-AGI-2
Google released Gemini 3.1 Pro, positioned for tasks where a simple answer is not enough.
Alphabet Q4 2025: revenue $113.8B up 18%, 2026 capex guided to $175B-$185B
Alphabet reported fourth-quarter 2025 revenue of $113.8 billion, up 18%, with diluted EPS of $2.82 and Google Cloud revenue up 48% to $17.7 billion.
Gemini adds opt-in Personal Intelligence using Gmail, Photos, YouTube and Search
Google Labs launched Personal Intelligence, an opt-in beta that lets Gemini personalize answers using connected Google apps.
Apple and Google agree to base next Apple Foundation Models on Gemini
Apple and Google said in a joint statement that Apple's next generation of Apple Foundation Models will be built on Google's Gemini models and cloud technology under a multi-year agreement.
Walmart and Google plan shopping in Gemini with Walmart and Sam's Club items
Walmart and Google said Gemini will surface Walmart and Sam's Club products during shopping conversations, using Google's Universal Commerce Protocol.
Google launches Universal Commerce Protocol with native checkout in Gemini and Search
Pichai announced the Universal Commerce Protocol at the NRF retail conference, an open standard for agentic shopping built with Shopify, Etsy, Wayfair, Target and Walmart.