BusinessModels

ChatGPT market share falls below 50% as Gemini and Claude gain

Sensor Tower reports ChatGPT’s share of AI assistants drops below 50% for the first time, while Google’s Gemini and Anthropic’s Claude grow.

In detail

  • ChatGPT market share declines from above 50% in January to 46.4% by end of May
  • Monthly user estimates: ChatGPT ~1.1B, Gemini 662M, Claude 245M
  • H1 2026 projected AI app downloads near 2.3B and user spending over $4.2B

Why it matters

The AI assistant market is diversifying as ecosystem integration and product positioning shift user flows; businesses face more vendor choice — and vendor‑lock risk decreases but integration complexity rises.

For you Re-evaluate your AI assistant strategy: pilot Gemini and Claude in key workflows and include portability and multi‑assistant support in procurement and integration plans.

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