I don’t think that’s right, and it’s telling that this is the response every time I mention these numbers. The numbers I’ve seen are Gemini web and mobile app users, which are explicitly distinguished from AI summaries and AI mode in search.
“Google said in October that the Gemini app’s monthly active users swelled to 650 million from 350 million in March. AI Overviews, which uses generative AI to summarize answers to queries, has 2 billion monthly users.”
https://www.cnbc.com/2025/12/20/josh-woodward-google-gemini-...