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Google's Gemini Eating ChatGPT's Lunch: Market Share Gain From 5% To 18% Is 'Clearest Signal' That Alphabet Is Winning AI War
Yahoo Finance· 2025-12-27 16:31
Core Insights - Alphabet Inc.'s Gemini is rapidly gaining market share in the generative AI sector, achieving an 18.2% traffic share within a year, while ChatGPT's dominance has significantly declined [1][2][3] Market Share Dynamics - Gemini's share of generative AI web traffic has increased from 5.4% to 18.2% over the past 12 months, marking a tripling of its presence in the market [2][5] - ChatGPT, which previously held an 87.2% market share, has dropped to 68.0%, reflecting a substantial 19-point decrease [3][6] User Behavior and Preferences - Analysts suggest that the shift in market share indicates a change in user behavior, with Google's integration of AI into existing platforms being a key factor [3][5] - The integration of Gemini into platforms like Chrome, Android, Workspace, and Search allows it to capture user engagement more effectively than standalone competitors [5][6] Strategic Advantages - Google's "native distribution" strategy is highlighted as a critical differentiator, enabling Gemini to provide AI solutions directly within users' existing workflows, thereby reducing friction and enhancing user experience [5][6]
Google's Gemini Eating ChatGPT's Lunch: Market Share Gain From 5% To 18% Is 'Clearest Signal' That Alphabet Is Winning AI War - Alphabet (NASDAQ:GOOGL)
Benzinga· 2025-12-26 08:44
Alphabet Inc.'s (NASDAQ:GOOG) (NASDAQ:GOOGL) Gemini is executing a silent takeover of the generative AI market, surging to an 18.2% traffic share in just one year while industry pioneer ChatGPT suffers a massive double-digit decline in dominance.The Great AI MigrationNew data from Similarweb reveals a dramatic reshaping of the AI landscape. Over the last 12 months, Google's Gemini has more than tripled its slice of generative AI web traffic, climbing from a modest 5.4% to 18.2%.This surge comes directly at ...