Google is making significant strides in the competitive generative AI landscape, with its Gemini App now reaching 650 million monthly active users. This marks a substantial increase from the 450 million users reported in July and is largely attributed to the popular rollout of its viral image-generation tool, Nano Banana. While OpenAI still leads with 800 million weekly users for ChatGPT, Google’s rapid growth shows the company is closing the gap quickly. The milestone comes as Alphabet reported its third-quarter earnings, marking its first-ever $100 billion quarter with a record $102.35 billion in revenue—well above expectations. The strong performance was driven by robust growth across multiple segments. Google’s Search business generated $56.56 billion in revenue, a 15% year-over-year increase, underscoring its enduring dominance in online advertising. Meanwhile, the Cloud division delivered encouraging results, a key focus area for investors amid rising AI-related capital expenditures. Google also revised its capital expenditure outlook for 2025, raising its projected spending to between $91 billion and $93 billion—up from the previously expected $85 billion. The company cited accelerating demand from Cloud customers and broader growth across its AI and infrastructure initiatives as the primary reasons for the upward adjustment. These developments highlight Google’s aggressive push into AI, leveraging its vast user base, technological capabilities, and deep investment in infrastructure to challenge OpenAI and other leaders in the field. With Gemini’s growing adoption and continued innovation, Alphabet is positioning itself as a central player in the next phase of AI-driven digital transformation.