ChatGPT 与 Gemini 双双突破 10 亿用户

第十四次，谷歌的一款产品达到了10亿用户。谷歌首席执行官桑达尔·皮查伊在X上发布：https://x.com/sundarpichai/status/2087222656819241292，表示每月有10亿人使用Gemini，并称Gemini是谷歌增长最快的产品。

10亿用户是一个巨大的里程碑，但谷歌并不是第一个达到这一数字的AI应用。OpenAI的ChatGPT几周前就达到了这一目标，不过公司在一篇内容平淡的博客文章中掩盖了“超过10亿人正在使用ChatGPT”的公告：https://openai.com/index/how-the-world-is-putting-chatgpt-to-work/，该文章介绍了人们如何使用AI。外部数据显示：https://www.reuters.com/technology/chatgpt-app-hits-1-billion-monthly-active-users-record-time-data-shows-2026-06-02/ ChatGPT早在今年6月就突破10亿用户，但OpenAI直到8月6日那篇文章才公布。OpenAI发言人林赛·麦卡勒姆表示，ChatGPT很早就超过了每月10亿用户，并在7月份一周内达到了10亿用户。

这里的指标及其代表的增长有些复杂。OpenAI表示，今年2月ChatGPT有9亿：https://openai.com/index/scaling-ai-for-everyone/ 每周活跃用户，而五个月后达到10亿，表明ChatGPT的增长明显放缓，而ChatGPT多年来一直被吹捧为增长最快的软件。麦卡勒姆拒绝透露ChatGPT的每月用户数。

与此同时，谷歌在2月宣布Gemini有7.5亿：https://techcrunch.com/2026/02/04/googles-gemini-app-has-surpassed-750m-monthly-active-users/ 每月用户，7月底在财报电话会议上报告为9.5亿：/tech/969624/google-says-gemini-now-has-950-million-monthly-users，谷歌发言人亚历克斯·约瑟夫表示，上周已经达到10亿才宣布。 （Claude增长迅速，但Anthropic不披露其用户数据，估计其用户数在数千万：https://techcrunch.com/2026/03/28/anthropics-claude-popularity-with-paying-consumers-is-skyrocketing/。）当然，每周用户与每月用户无法直接比较，但最简单的解读是，ChatGPT是用户更多的平台，但Gemini可能增长更快。

顺便说一下，这些谷歌的数据似乎都直接指向 Gemini 应用本身，这意味着谷歌把 Gemini 集成到其他产品中的情况不算数。不过，预装在 Android 手机上的 Gemini 似乎算，这对谷歌来说是一个巨大的胜利——Gemini 负责人 Josh Woodward 发布了以下内容：https://x.com/joshwoodward/status/2087223962229186577，表示 Gemini 在 iOS 上的活跃用户超过 1 亿，这也意味着绝大多数 Gemini 用户同时也是 Android 用户。你可以理解为什么 OpenAI 如此关注开发自己的硬件：/ai-artificial-intelligence/965670/openai-chatgpt-ai-smart-speaker-hardware-device。

今年，AI 竞赛总体上明显加剧。Anthropic 的 Claude Code 成为了现象级产品，并迫使 OpenAI 使用 Codex 进行跟进，而谷歌则开始将 Gemini 集成到其几乎所有产品界面中。这些公司的模型不断互相超越，并且它们突然要与来自中国的模型竞争。但长期以来，ChatGPT 一直是 AI 聊天机器人的事实上的品牌，虽然它仍然似乎是最受欢迎和最知名的，但其曾经的领先优势显然已经大幅消失。争夺十亿用户的竞赛已经结束——现在这些公司必须争夺让这些用户参与的活动，并在此过程中寻找赚钱的方式。

For the 14th time, a Google product has hit 1 billion users. Google CEO Sundar Pichai posted on X：https://x.com/sundarpichai/status/2087222656819241292 that a billion people are using Gemini every month, and that Gemini is Google’s fastest-growing product ever.

A billion users is a huge milestone, but Google isn’t the first AI app to hit it. OpenAI’s ChatGPT hit the mark a few weeks ago, though the company buried the announcement that “more than 1 billion people are putting ChatGPT to work” in an otherwise anodyne blog post：https://openai.com/index/how-the-world-is-putting-chatgpt-to-work/ about how people use AI. External data suggested：https://www.reuters.com/technology/chatgpt-app-hits-1-billion-monthly-active-users-record-time-data-shows-2026-06-02/ ChatGPT crossed 1 billion users as early as this June, but OpenAI hadn’t announced anything until that post on August 6th. OpenAI spokesperson Lindsay McCallum says ChatGPT crossed 1 billion monthly users some time ago, and hit a billion a week in July.

The metrics, and the growth they represent, are somewhat complicated here. OpenAI said that ChatGPT had 900 million：https://openai.com/index/scaling-ai-for-everyone/ weekly active users in February of this year, and reaching 1 billion five months later represents a significant slowdown in growth for ChatGPT, which was for years touted as the fastest-growing software ever. McCallum declined to say how many monthly users ChatGPT has.

Google, meanwhile, announced in February that Gemini had 750 million：https://techcrunch.com/2026/02/04/googles-gemini-app-has-surpassed-750m-monthly-active-users/ monthly users, before reporting 950 million：/tech/969624/google-says-gemini-now-has-950-million-monthly-users in late July on its earnings call, and Google spokesperson Alex Joseph says it reached 1 billion last week before announcing it today. (Claude appears to be growing fast, but Anthropic doesn’t disclose its user data, and estimates put its user numbers in the tens of millions：https://techcrunch.com/2026/03/28/anthropics-claude-popularity-with-paying-consumers-is-skyrocketing/.) There’s no easy way to compare weekly and monthly users, of course, but the simplest read is that ChatGPT is the larger of the platforms but Gemini may be the faster growing.

These Google numbers, by the way, all appear to refer directly to the Gemini app itself, which would mean all the places Google has shoved Gemini into its other products don’t count. The Gemini that comes preinstalled on Android phones seemingly does, though, which is a huge win for Google — Gemini chief Josh Woodward posted：https://x.com/joshwoodward/status/2087223962229186577 that Gemini has more than 100 million active users on iOS, which would mean by extension that the vast majority of Gemini users are also Android users. You can see why OpenAI is so interested in building its own hardware：/ai-artificial-intelligence/965670/openai-chatgpt-ai-smart-speaker-hardware-device.

The AI race in general has tightened significantly this year. Anthropic’s Claude Code became a phenomenon and forced OpenAI to catch up with Codex, while Google began integrating Gemini into seemingly every surface of its products. The companies’ models have consistently leapfrogged each other, and they’re all suddenly in a race with models coming out of China. But for a long time, ChatGPT was the de facto brand for AI chatbots, and while it’s still seemingly the most popular and well known of its kind, its once commanding lead appears to have largely evaporated. The race to a billion users is over — now these companies have to race to find things for those users to do, and ways to make money in the process.