Serenity@aleabitoredditPost2026-07-22

Google's Gemini AI has surged from 750M to 950M monthly users in a few months, processing

Google's Gemini AI has surged from 750M to 950M monthly users in a few months, processing 22B API tokens/min. This growth caused compute shortages, leading Google to cut allocations to Meta and others. The data suggests AI capex will remain high.

“$GOOGL now has 950M monthly Gemini users and processes 22B API tokens/min. Compared to 750M back in February. Absurd growth adding 200 million more users in a few months. Kinda explains why they ran out of compute, then cut allocations to $META and others. Very unlikely AI capex will slow down given.”