ChatGPT is regaining AI market share over top rivals Claude and Gemini, study says

Innovation

Traffic to ChatGPT’s mobile app and website have surged this year after a period of stagnation, and the leading AI chatbot has actually slightly increased its market share over rising competitors like Claude and Gemini, a study by AI growth firm Graphite and market intelligence firm Similarweb published Monday found.
NurPhoto via Getty Images
Key Facts

ChatGPT’s mobile app and website notched an all-time high of 61 billion user sessions worldwide in September, Graphite and Similarweb’s study found, a month-over-month increase of 3% and a surge of 24% since September 2025, when the chatbot was in the midst of a traffic slump.

The chatbot also accounts for 81.2% of all AI chatbot sessions worldwide as of September, the study says, a rebound from its all-time low market share of 80.42% in June, whereas none of its competitors have reached 10% of chatbot market share.

Its market share in the United States also ticked up over that same period, rising from a low of 79.64% in June to 80.68% in September.

ChatGPT—which has long been the dominant AI chatbot—lost about one percentage point in worldwide AI market share between January and June of 2026 as competitors like Claude gained ground, but it recovered about 0.27 percentage points from July through September.

OpenAI’s chatbot, though, is still far from the near-total dominance of its early days, which peaked at a 96.11% share of the worldwide AI market in December 2024, according to the study.

ChatGPT appears to be recovering from an apparent period of stagnation—its number of sessions languished from July 2025, where it recorded about 53 billion sessions worldwide, until June 2026, when it also recorded 53 billion sessions before increasing each month after.

tmpeknrmkis
Graphite and Similarweb
Why Is ChatGPT’s Traffic Resurging?

Ethan Smith, CEO of Graphite, suggested the chatbot’s traffic increase could be a result of the “cumulative sum of various product improvements and enhancements.” The same month ChatGPT’s traffic began to turn around in June, ChatGPT released its GPT-5.6 models, which was then considered its most advanced and saw a limited rollout at the behest of the U.S. government over concerns about its capabilities. OpenAI then released new GPT-6 models in September. Smith also said ChatGPT users are “returning more” as the technology is “becoming a part of people’s everyday life.” Data from Similarweb, previously reported by Forbes, indicates ChatGPT has much more user loyalty than its competitors. Data shared with Forbes in October showed 64.1% of ChatGPT’s users were exclusive to that chatbot, while just 26.4% of Claude users and 54% of Gemini users exclusively used that chatbot. Gil Luria, managing director and head of technology research at investment firm D. A. Davidson, also previously told Forbes ChatGPT was able to build user loyalty early as the first major AI chatbot to break through to consumers. “That has helped ChatGPT that they were early, got a big install base of consumers that are still happy using ChatGPT, and therefore are habituated to use that,” Luria said.

contra

Even though ChatGPT is increasing its market share over leading competitors Claude and Gemini, the latter two chatbots have surged in use at rates higher than ChatGPT. Worldwide sessions for Claude’s web and mobile platforms surged from 271 million in September 2025 to 5.4 billion in September 2026, a year-over-year increase of over 1,900%. Over the same period, Gemini usage rose from 1.3 billion sessions to 3.7 billion, a 182% year-over-year increase. Claude’s share of the worldwide AI chatbot market jumped from about 0.72% in January to 7.2% in September, the study found, while Gemini’s market share slightly increased—from 4.15% to 4.92%—over the same period. But other chatbots, including Grok, Perplexity and DeepSeek, all lost market share throughout that time.

surprising fact

The United States accounts for just a fraction of worldwide AI chatbot use, the study found. Only about 8.8% of all AI sessions in September 2026 were in the United States, according to the study. But even in the United States, ChatGPT maintains a similar dominance over the market, accounting for about 80% of all AI sessions in the country.

ChatGPT Surges Despite Security Issues

ChatGPT’s traffic has surged in recent months, despite a spate of negative press, including former staffers warning of doomsday scenarios and the attack on AI startup Hugging Face technology by OpenAI agents in July. OpenAI called it an “unprecedented cyber incident, involving state-of-the-art cyber capabilities,” while CEO Sam Altman said in September it is still the “most severe event we’ve seen,” though reports have since indicated that rogue OpenAI technology meddled with U.S. government websites and Australia’s health care website. A stark claim by Jacob Coxon, a former OpenAI and Anthropic staffer, that AI could “kill us all by the end of the decade” also went viral and renewed concerns about the power of AI technology. Voters also rejected AI in Tuesday’s midterm elections, siding against data centers in 40 of 41 local ballot initiatives nationwide. Some of the Democratic candidates who won crucial races Tuesday also ran on an anti-data center platform, including Senator-elect Annie Andrews of South Carolina, who derisively branded her opponent, Sen. Darline Graham, “Data Center Darline.” Luria previously told Forbes consumers are still using ChatGPT despite the security incidents and negative press because OpenAI and its rivals are “thoroughly tarnished.” He said OpenAI and Anthropic have “both been associated with bad outcomes and bad behavior,” but users are “looking past that because the models are so powerful and potent.”


Want to see more Forbes articles on your feed? Tap here to make Forbes Australia a preferred source on Google.

Look back on the week that was with hand-picked articles from Australia and around the world. Sign up to the Forbes Australia newsletter here or become a member here.

More from Forbes Australia

Avatar of Conor Murray
Forbes Staff
Topics: