According to Comscore’s December 2025 data, Google Gemini recorded 12.8 million unique mobile visitors, up 137% year-over-year, and 12.3 million unique desktop visitors, surging 648% over the same period. On mobile, Gemini accounted for nearly one quarter of total AI assistant visits, making it the second-largest platform behind ChatGPT. On desktop, Gemini captured almost 15% of the 83 million unique users, far outpacing all peers except ChatGPT. This rapid adoption underscores growing user engagement and positions Gemini as a key driver of Alphabet’s cloud and AI service revenues in 2026.

ABI Research projects consumer AR smart glasses shipments will soar from 850,000 units in 2024 to 32 million units by 2030, a compound annual growth rate of 82.9%. No-display devices, led by Google’s AI smart glasses, are expected to jump from 680,000 to 28 million units over the same period. Alphabet is investing in waveguide optics, power-efficient processors and ergonomic form factors to secure a leading position. Analysts estimate that even a 10% market share in no-display AR could translate into over $500 million in annual hardware revenue by the end of the decade.

With global AI infrastructure expenditure forecast to reach $1.4 trillion in 2026, Alphabet’s Tensor Processing Units (TPUs) are winning significant enterprise contracts. The company has secured multi-year TPU agreements with Anthropic and is in advanced negotiations with Meta, potentially increasing TPU revenues by 30% year-over-year. Morgan Stanley analysts recently raised their 2026 revenue estimate for Google Cloud hardware by $1.2 billion, citing strong demand for custom AI accelerators and the strategic importance of on-premise and hybrid-cloud deployments.