Google Gemini's API calls doubled in under 5 months

Hey there!

Welcome back to The Pulse, where we dive into interesting AI stories and trends backed by data, all presented through simple visuals.

> API requests up 143% post-Gemini 2.5: first margin-positive Gemini model

> demand rising more with Gemini 3 rollout - Gemini Enterprise now at 8M+ subs across 1,500 companies

> user satisfaction data diverges: 83% (KPMG) vs ~50% (SADA)

> Gemini API usage driving more Google Cloud revenue, justifying investment

> competitors' API request volume unknown but OpenAI reports ~1T+ daily prompts

> both revenue & compute grew x10 growth in 2 years

> CFO: revenue scales with compute - diversified beyond just NVIDIA to multiple providers for more access & certainty

> also launching ads on Free + Go tiers (Plus, Pro, etc. remaining ad-free)

> 2026 focus: practical global adoption by people & companies

> biggest near-term opportunities identified in health, science, & enterprise

> also planned first screenless wearable device release by H2 2026 with former Apple designer Jony Ive

> based on 1M anonymized Claude conversations

> mainly used for work worldwide, with Balkans & Brazil highest by share, & Indonesia with highest coursework usage share

> New York leads US regions in work-related usage

> high-income countries skew toward work + personal use due to higher adoption, ability to pay, better access & leisure time

> lower-income countries lean toward coursework use because adoption is earlier & use cases are narrower

> highest AI usage in advanced economies, with strong growth found everywhere else in 2025 (Microsoft Research)