ChatGPT’s user growth has slowed in recent months, while Google’s Gemini has expanded its share of the global AI market, according to new industry data.
A new analysis from Sensor Tower shows that ChatGPT still leads the generative AI category but is losing momentum. The report found that ChatGPT accounts for 50% of global mobile downloads and 55% of monthly active users, but its growth rate has begun to taper off as competition increases.
Google’s Gemini has shown faster growth during the same period. Analysts reported that Gemini outpaced ChatGPT in new mobile downloads, driven by deeper integration with Google’s ecosystem and increased visibility across Android devices.
Researchers say the shift reflects changing user behavior. Many users are now trying multiple AI models rather than relying on a single platform. This pattern has contributed to the slowdown in ChatGPT’s month-to-month expansion.
Industry trackers note that AI adoption is still rising overall. However, the distribution of growth is shifting across different platforms. Tools like Gemini, Claude, and Perplexity are gaining more visibility as companies release new features and expand globally.
OpenAI has continued to update ChatGPT with new tools and improvements, but analysts say competition has intensified. OpenAI has also made several strategic adjustments in response to market changes, a trend highlighted in our related report Sam Altman Code Red OpenAI move signals major shift.
Despite the slowdown, ChatGPT remains the most widely used AI assistant worldwide. It maintains the largest active user base, and its brand recognition continues to drive high retention.
Google’s momentum suggests changing dynamics in the AI race. Gemini’s rapid growth may influence how companies invest in AI products, especially those tied to productivity tools and mobile platforms.
Analysts expect the competition to continue as more companies release advanced models. The current trend indicates that user preferences may shift again as new features, pricing models, and integrations roll out over the next year.
The report concludes that the generative AI market is entering a more distributed phase. While ChatGPT remains the clear leader, rivals like Gemini are expanding faster and reshaping the competitive landscape.
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