The battle for dominance in generative AI is shifting, with new data showing Google’s Gemini climbing rapidly as ChatGPT begins to lose its once unshakable grip.
Google’s Gemini has more than doubled its share of generative AI traffic over the past 12 months, climbing from 6.5% to 13.7%, according to new data from Similarweb.
The surge comes as ChatGPT, still the market leader by a wide margin, has seen its dominance slip. OpenAI’s share fell from 87.1% a year ago to 73.8% today, a drop of 13 points.
The figures highlight a widening gap between the leader and its strongest challenger. A year ago, Gemini was barely registering alongside ChatGPT’s overwhelming advantage. Today, it has carved out a clear second-place position and appears to be building momentum.
Meanwhile, smaller rivals have barely moved. Anthropic’s Claude shifted from 1.7% to 1.8%, while Microsoft’s Copilot nudged from 0.9% to 1.2%. Perplexity improved from 1.7% to 2.0%. Elon Musk’s Grok, not yet in the market a year ago, now sits at 2.0%.
The year-on-year shift also shows the limits of hype-driven entrants. DeepSeek, absent a year ago but briefly spiking mid-year, now holds 3.9% — far below Gemini’s sustained rise.
The data underscores a simple trend: ChatGPT still commands the vast majority of traffic, but it is no longer expanding. Gemini’s steady climb suggests the duopoly is beginning to take shape. Gemini’s 12-month surge positions it as the first credible threat to ChatGPT’s grip on the generative AI market.
Similarweb, a publicly traded NYSE-listed firm based in Tel Aviv, provides digital market intelligence and tracks traffic trends across millions of websites and apps.
Disclaimer: Opinions expressed at CapitalAI Daily are not investment advice. Investors should do their own due diligence before making any decisions involving securities, cryptocurrencies, or digital assets. Your transfers and trades are at your own risk, and any losses you may incur are your responsibility. CapitalAI Daily does not recommend the buying or selling of any assets, nor is CapitalAI Daily an investment advisor. See our Editorial Standards and Terms of Use.