ChatGPT Loses AI Assistant Majority, Share Falls to 46.4% as Gemini Reaches 27.7%
Updated
Updated · Gizmodo · Jun 17
ChatGPT Loses AI Assistant Majority, Share Falls to 46.4% as Gemini Reaches 27.7%
3 articles · Updated · Gizmodo · Jun 17
Summary
Sensor Tower data showed ChatGPT at 46.4% of AI assistant users on May 31, an all-time low that left OpenAI with a plurality rather than a majority.
Gemini held 27.7% and Claude 10.3%, while Claude’s monthly active users grew 640% year over year versus 62% for ChatGPT, underscoring faster rival momentum.
OpenAI’s brand took hits this year after its Pentagon deal sparked user backlash, a QuitGPT boycott claiming 4 million supporters, and criticism over adding ads.
The slide also came as OpenAI pivoted toward enterprise and productivity after a late-2025 'code red' over Anthropic’s enterprise gains, even shutting down its Sora video app in March.
How did Anthropic become more valuable than OpenAI with a billion fewer users?
As ads infiltrate AI chats, how can you tell an answer from an advertisement?
With AI directing shoppers, what must brands do to survive when search rankings no longer matter?
AI Assistant Market Share 2026: ChatGPT Faces Rising Competition from Gemini, Claude, and Specialized Rivals
Overview
The AI chatbot market is rapidly evolving and highly competitive as of May 2026. OpenAI's ChatGPT remains the leader, holding 54.7% of global web visits and seeing strong growth in U.S. desktop users. However, its dominance is being challenged by fast-growing rivals like Google's Gemini and Anthropic's Claude, which are gaining significant market share. To adapt, OpenAI has started serving ads to 17% of ChatGPT's daily users, moving beyond just subscriptions. This shift highlights how leading platforms are changing their strategies to maintain growth and revenue in a dynamic and fragmented market.