ChatGPT Loses AI Market Share to Rival Gemini
ChatGPT's market share has fallen below 50% for the first time since its launch, with rival Gemini climbing to 27.7% in May 2026. Despite remaining the largest AI assistant, ChatGPT's lead is narrowing. The shift comes as time spent on GenAI apps doubles and Claude experiences explosive growth.
Key points
- ChatGPT's market share has dropped to 46.4%, below 50% for the first time since its launch.
- Rival Gemini has risen to 27.7% of the market, narrowing ChatGPT's lead.
- ChatGPT remains the largest AI assistant with over 1.1 billion monthly active users.
- Time spent on GenAI apps has more than doubled in a year, from 17.2 billion hours to 36 billion hours.
- Claude, a rival chatbot, has experienced explosive growth, with its True Audience share in the US more than tripling.
ChatGPT Loses AI Market Share to Rival Gemini
ChatGPT, the world's largest AI assistant, has seen its market share fall below 50% for the first time since its launch. According to data from Sensor Tower, ChatGPT's share of the global AI assistant market has dropped to 46.4% in May 2026, while rival Gemini has risen to 27.7%.
Despite remaining the largest AI assistant, ChatGPT's lead is narrowing. The shift comes as time spent on GenAI apps doubles and Claude, a rival chatbot, experiences explosive growth. Claude's True Audience share in the US has more than tripled, while time spent on GenAI apps has increased from 17.2 billion hours in the first half of 2025 to 36 billion hours in the first half of 2026.
The change in market share comes amidst a surge in ChatGPT uninstalls following the company's agreement with the Department of War. While the exact reasons for the decline are unclear, analysts say that Google's ecosystem, which is a major advantage for Gemini, may be a contributing factor.
As the AI market continues to evolve, it remains to be seen whether ChatGPT can regain its lead or if Gemini will continue to close the gap.
Sources
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