ChatGPT’s share of AI chatbot web traffic fell from 79.0% in May 2025 to 53.9% in May 2026, based on Similarweb data. Gemini now holds 27.9% and Claude 9.2%. This post covers web traffic, monthly active users, US mobile app share, enterprise API spend, revenue, and session engagement for all three platforms.
ChatGPT vs Gemini vs Claude Usage Market Share – TL;DR
- ChatGPT holds 53.9% of global AI chatbot web visits in May 2026, down 25.1 points year-over-year (Similarweb).
- Gemini’s web visits grew about 450% year-over-year, from 527.7 million to 2.9 billion monthly visits.
- Claude reached 952.6 million monthly web visits in May 2026, up roughly 855% in a year.
- Anthropic leads enterprise LLM API spend at 40%, ahead of OpenAI at 27% and Google at 21% (Menlo Ventures).
- By monthly users, ChatGPT counts 1.11 billion, Gemini 662 million, and Claude 245 million (Sensor Tower, May 2026).
The ChatGPT vs Gemini vs Claude usage market share picture splits by metric. ChatGPT leads consumer traffic and total users, Gemini leads on growth through distribution, and Claude leads enterprise API spend and paid conversion. The sections below break down each metric with the most recent data available.
Global Web Traffic Market Share for ChatGPT, Gemini, and Claude
Web-visit share is the most-cited market share number because Similarweb publishes it monthly. ChatGPT held 53.9% of worldwide visits across the seven largest AI assistants in May 2026, down from 79.0% a year earlier. Gemini and Claude absorbed most of that lost share.
| Platform | Share (May 2026) | Share (May 2025) | YoY Change |
|---|---|---|---|
| ChatGPT | 53.9% | 79.0% | -25.1 pts |
| Google Gemini | 27.9% | 5.4% | +22.5 pts |
| Claude | 9.2% | 1.0% | +8.2 pts |
| DeepSeek | 4.1% | 12.1% | -8.0 pts |
| Grok | 2.4% | 1.5% | +0.9 pts |
| Perplexity | 1.3% | 1.0% | +0.3 pts |
| Microsoft Copilot | 1.3% | 0.9% | +0.4 pts |
Source: Similarweb via Momentic, worldwide web visits, May 2026
Gemini’s web visits jumped from 527.7 million in May 2025 to 2.9 billion in May 2026, roughly 450% growth, based on Similarweb data. Claude recorded 952.6 million visits in the same month, up 855% year-over-year and 228% in a single quarter.
DeepSeek’s early-2025 spike faded once launch-driven traffic normalised. For a live view of how these models compare on identical prompts, the LmArena AI leaderboard tracks blind user votes across 327+ models based on over six million submissions.
Market Share Trend: February 2025 to May 2026
ChatGPT held 76% to 79% through mid-2025, then shed 25 points over nine months as Gemini and Claude scaled, per Similarweb snapshots. Claude nearly tripled its share in a single quarter, from 3.4% in February 2026 to 9.2% in May.
Source: Similarweb monthly snapshots via Momentic and PPC Land
ChatGPT vs Gemini vs Claude Monthly Active Users
Web traffic misses embedded and app usage, so unique-user counts give a fuller picture. Sensor Tower’s “true audience” metric deduplicates users across desktop, mobile app, and mobile web.
| Platform | Monthly Users (May 2026) | Monthly Users (Dec 2025) | 5-Month Change |
|---|---|---|---|
| ChatGPT | 1.11 billion | 1.05 billion | +60 million |
| Google Gemini | 662 million | 533 million | +129 million |
| Claude | 245 million | 60.2 million | +185 million |
Source: Sensor Tower State of AI 2026 Report
Claude’s user base grew roughly fourfold in five months, which works out to 452% year-over-year growth as of May, per Sensor Tower. ChatGPT reached 900 million weekly active users in February 2026 and crossed 1 billion monthly active mobile users in June 2026, the fastest app in history to hit that mark.
Google disclosed at I/O in May 2026 that the standalone Gemini app passed 900 million monthly active users, up from 400 million a year earlier.
US Mobile App Market Share: ChatGPT vs Gemini vs Claude
The US mobile app picture looks different from the global web numbers. Distribution advantages matter less on iOS and Android, where users have to actively download an app. Apptopia’s data shows a 24-point drop for ChatGPT in one year.
| Platform | US Mobile Share (Jan 2026) | US Mobile Share (Jan 2025) |
|---|---|---|
| ChatGPT | 45.3% | 69.1% |
| Google Gemini | 25.2% | 14.7% |
| Grok | 15.2% | 1.6% |
| Claude | ~10% | <2% |
Source: Apptopia via Fortune, February 2026
Claude’s US mobile share kept climbing after this reading, reaching roughly 17% by June 2026, the largest year-to-date gain of any AI assistant on the platform, based on Apptopia data. Grok’s rise came from bundling with X Premium.
Enterprise Market Share: Claude vs ChatGPT vs Gemini API Spend
Consumer numbers do not translate into enterprise revenue. Menlo Ventures publishes the most-cited enterprise LLM API spend survey, and the split looks nothing like the web-traffic table. Anthropic unseated OpenAI as the enterprise leader in 2025.
| Provider | Enterprise LLM API Spend (2025) | Share (2023) |
|---|---|---|
| Anthropic (Claude) | 40% | 12% |
| OpenAI (ChatGPT) | 27% | 50% |
| Google (Gemini) | 21% | 7% |
Source: Menlo Ventures, State of Generative AI in the Enterprise, December 2025
Anthropic also holds an estimated 54% of the enterprise coding market, while OpenAI holds 21%, per Menlo Ventures. Claude Code alone reached a $2.5 billion annualised revenue run-rate by early 2026, more than doubling since the start of the year.
Enterprise spending on generative AI hit $37 billion in 2025, a 3.2x increase over 2024’s $11.5 billion, according to the same report. One caveat: Menlo Ventures holds an investment stake in Anthropic, though independent surveys point the same direction. As spend scales, questions of AI governance inside enterprises have moved from side topic to procurement requirement.
For teams running heavy document analysis on top of Claude or ChatGPT, research tools like Unriddle AI, now Anara, have been adopted by around one million academics as a layer on these models.
Revenue Comparison: OpenAI vs Anthropic vs Google AI
Revenue is where the three companies look most similar at the top of the funnel, despite very different user profiles.
| Company | Annualised Revenue Run-Rate | Reporting Date |
|---|---|---|
| Anthropic | $47 billion | May 2026 |
| OpenAI | ~$25 billion | Early 2026 |
| Google Cloud | $20 billion (quarterly revenue, not ARR) | Q1 2026 |
Source: Company disclosures via AI Business Weekly and TechCrunch
OpenAI reports 50 million paying subscribers worldwide and 9 million paying business users. Google Cloud revenue grew 63% year-over-year in Q1 2026, driven largely by AI workloads.
Anthropic surpassed OpenAI in private valuation for the first time in May 2026 after a funding round, then filed a confidential S-1 on June 1. OpenAI filed its own IPO paperwork a week later, targeting a valuation near $1 trillion.
Session Engagement: ChatGPT vs Gemini vs Claude Time per Visit
Market share and user counts do not capture engagement depth. Average session length from Similarweb, measured in April 2026, tells a different story, with Grok well ahead of the field.
| Platform | Average Session Duration |
|---|---|
| Grok | 10:59 |
| Google Gemini | 7:11 |
| Claude | 5:56 |
| ChatGPT | 5:52 |
| Perplexity | 4:48 |
| Microsoft Copilot | 4:09 |
Source: Similarweb, April 2026
Around 13% of Claude’s 245 million users pay for a subscription, the highest paid conversion rate of any assistant Sensor Tower tracks. Gemini benefits from short contextual Android queries, while Grok’s session time reflects heavy X integration.
Users who want all three models in one interface often turn to Poe AI, Quora’s aggregator that puts ChatGPT, Claude, Gemini, LLaMA, and Mistral behind a single dashboard.
Regional Data: US Market Share for ChatGPT vs Gemini vs Claude
The US market skews toward ChatGPT and Claude relative to global averages. Claude’s US share runs roughly 46% above its global figure, while Gemini’s US share sits about 30% below its worldwide number, reflecting Google’s stronger footprint in Asia and Latin America.
| Platform | US Web-Visit Share (May 2026) | Global Share |
|---|---|---|
| ChatGPT | 58.3% | 53.9% |
| Google Gemini | 19.3% | 27.9% |
| Claude | 13.4% | 9.2% |
| Grok | 3.4% | 2.4% |
| Microsoft Copilot | 2.8% | 1.3% |
Source: Similarweb via Momentic, US web visits, May 2026
India is ChatGPT’s largest single market at 330 million monthly users in May 2026, followed by Gemini at 229 million and Claude at 72.3 million, per Sensor Tower. Claude gained more than a point of US web share in the single month from April to May.
Multi-model use is now common among power users. Consumer platforms like Venus AI let users pick between Claude, GPT, and open models through API keys, a pattern that mirrors how businesses now buy: 79% of Anthropic’s enterprise customers also pay for OpenAI.
The Short Version
ChatGPT still leads every top-line consumer number, but its dominance is now measured in tens of percentage points rather than orders of magnitude. Gemini’s growth is structural, driven by distribution through Android, Search, and Workspace.
Claude posted the fastest recent growth on both web traffic and US mobile share, and it leads the enterprise API and coding markets outright. The single-vendor era of generative AI is over.
FAQs
What is ChatGPT’s market share in 2026?
ChatGPT holds 53.9% of global AI chatbot web visits and 58.3% in the US as of May 2026, per Similarweb. It counts 1.11 billion monthly users and 900 million weekly active users.
What is Google Gemini’s market share in 2026?
Gemini holds 27.9% of global AI chatbot web traffic in May 2026, per Similarweb. The Gemini app passed 900 million monthly active users, announced at Google I/O 2026, up from 400 million a year earlier.
What is Claude’s market share in 2026?
Claude holds 9.2% of global web traffic and 13.4% in the US as of May 2026. It counts 245 million monthly users and leads enterprise LLM API spend at 40%, per Menlo Ventures.
Which AI company makes the most money?
Anthropic reported a $47 billion annualised revenue run-rate in May 2026, ahead of OpenAI at roughly $25 billion. Anthropic also surpassed OpenAI in private valuation for the first time that month.
Is ChatGPT losing users to Gemini and Claude?
ChatGPT’s user count still grows, but its share is falling. It lost 25.1 points of global web-visit share in twelve months while Gemini gained 22.5 points and Claude gained 8.2 points, per Similarweb.
Sources
https://momenticmarketing.com/blog/top-ai-chatbots
https://menlovc.com/perspective/2025-the-state-of-generative-ai-in-the-enterprise/
