ChatGPT Market Share Declines as AI Rivals Surge
The dominance of OpenAI’s ChatGPT is weakening as competitors gain ground across key metrics. According to BNP Paribas data, both Gemini and Claude recorded strong growth in user engagement and traffic. As a result, the AI chatbot market is shifting from a single leader to a more competitive field.
Meanwhile, ChatGPT’s U.S. mobile app share declined from 69.1% in January 2025 to 45.3% in January 2026. At the same time, Gemini’s share rose from 14.7% to 25.2%, reflecting steady adoption. On the web, ChatGPT’s traffic share dropped from around 87% to 65% 2025. Therefore, user distribution is becoming more balanced across platforms.
Claude and Gemini Gain Momentum
Claude has shown rapid acceleration in user growth and engagement. Its daily active users reached 11.3 million in early March, marking a peak in activity. In addition, web visits climbed to about 290 million in February, up more than 43% from January. Subscription growth also increased sharply, supported by new productivity-focused tools.
At the same time, Gemini expanded through Google’s distribution ecosystem. It crossed 2 billion monthly web visits in January 2026, while monthly active users reached 750 million. Furthermore, integration within Workspace drove enterprise adoption, with most enterprise users accessing Gemini through these applications.
Strategic Pressure on OpenAI
As competition intensifies, OpenAI faces mounting pressure across both consumer and enterprise segments. Although ChatGPT still leads with an estimated 810 million monthly users, the gap is narrowing quickly. Analysts now expect its web traffic share to stabilize between 50% and 55%.
In addition, enterprise adoption trends show increasing competition. Claude captured around 32% of enterprise usage in early March, while ChatGPT ranged between 28% and 30%. Consequently, the AI assistant market is entering a phase where growth depends not only on innovation but also on distribution, pricing, and ecosystem integration.
