The explosive growth of generative AI is transforming how consumers spend on mobile apps. According to recent industry reports, total consumer spending on AI-powered mobile applications is projected to surpass $2 billion in the 2025–2026 period, with General Assistants leading the charge.
This surge represents a major shift in consumer behaviour, as users increasingly turn to AI tools for everything from productivity to emotional support.
Key Statistics from 2025 to 2026
- Global consumer spending on AI apps reached approximately $12 billion overall in the consumer AI market as of late 2025, with mobile representing a significant portion. Projections show mobile-specific AI spending exceeding $2 billion in 2026.
- General Assistants (like ChatGPT, Claude, Gemini) capture nearly 40% of total consumer spending in this category, with some estimates putting it as high as 81% of the $12B market.
- In Q2 2025, total app consumer spending hit $41 billion globally, with AI services driving non-gaming apps to surpass games for the first time.
- Gen AI app downloads are expected to reach 7.5 billion in 2026, up 108% YoY.
- Triple-digit growth for AI assistants on mobile: ChatGPT up 84% YoY, Google Gemini 137%, Microsoft Copilot 246%.
Why General Assistants Dominate
General Assistants have become the “default” AI tools for most consumers, accounting for the majority of spending due to their versatility. Unlike niche apps, they handle a wide range of tasks from creative writing to emotional companionship.
This concentration creates massive revenue for leaders: ChatGPT alone has 800–900M weekly active users across platforms.
Impact on the AI Girl / Companion Industry
While General Assistants lead overall, niche AI companion apps (like Candy.ai, Nomi.ai, Dream Companion) are growing rapidly within the 60% “other” category. Users are willing to pay for premium features in emotional AI, especially as platforms add voice, memory, and immersion.
However, Gartner predicts mobile app usage will decrease 25% by 2027 due to AI assistants replacing many dedicated apps. This could force companion apps to evolve into more integrated “assistant-like” experiences.
Business Implications
For developers and marketers:
- Focus on retention: In-app purchases and subscriptions drive 94% of revenue.
- AI integration is key: Apps with Gen AI features see 148–278% YoY download growth.
- Emerging markets lead: Asia-Pacific expected to overtake North America by 2027.
What do you think? Are you paying for a General Assistant subscription? Which AI app is worth your money in 2026?
Share in the comments below.