ChatGPT market share slips below 50% as Gemini, Claude gain ground: Report
ChatGPT’s global market share dropped below 50% for the first time in March 2026, falling to 46.4% by May as Google’s Gemini and Anthropic’s Claude surged in user growth. While ChatGPT remains the most-used AI assistant with 1.11 billion monthly users, Gemini added 129 million users in five months and Claude quadrupled to 245 million, narrowing OpenAI’s dominance in key markets like India.
OpenAI’s ChatGPT, once the undisputed leader in AI assistants, has lost its majority market share for the first time. According to Sensor Tower’s *State of AI 2026* report, ChatGPT’s global share fell to 46.4% in May 2026, down from 52.8% in December 2025 and 65.3% in December 2024. The platform still leads with 1.11 billion monthly users, but rivals are closing the gap rapidly. Google’s Gemini grew from 533 million to 662 million users in five months, while Anthropic’s Claude expanded from 60.2 million to 245 million—an over fourfold increase. In India, ChatGPT’s 330 million users are now outpaced by Gemini’s 229 million, with Claude reaching 72.3 million, up from 13.3 million in December 2025. ChatGPT’s milestone of hitting 1 billion monthly active mobile users in May 2026—just three years after its 2022 launch—remains unmatched in speed, though platforms like YouTube and TikTok took far longer. India alone accounts for roughly one-third of ChatGPT’s global user base, with 330 million active users in May 2026. The report highlights surging engagement in India, where users spent 5.82 billion hours on generative AI apps in the first half of 2026—up from 1.66 billion in the same period last year. Total sessions in India are projected to reach 168 billion by mid-2026, triple the 47 billion recorded in early 2025. While ChatGPT’s user growth remains strong, its market dominance is eroding as competitors refine their offerings. The shift suggests a competitive AI landscape where no single platform can take sustained control without innovation.
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