ChatGPT Market Share Drops Below 50% for First Time, Gemini Rises to 28%
According to Sensor Tower's State of AI 2026 report, ChatGPT's market share among AI assistants fell below 50% for the first time in March 2026, closing May at 46%. Google Gemini climbed to 28%, while Claude reached 10%. Despite this, ChatGPT crossed 1 billion monthly users in May, becoming the fastest app to hit that milestone. OpenAI is pushing toward a superapp bundling shopping and agents, with an IPO process underway. Gemini's growth is attributed to its integration across Android, Search, Chrome, and Workspace, giving it a distribution advantage. Claude's U.S. share nearly tripled to 14% due to brand trust after Anthropic refused Pentagon demands, leading to a spike in ChatGPT uninstalls. Grok users are four times more likely to be crypto traders, the highest skew among assistants, driven by X integration and real-time meme coin tracking. Claude's average revenue per U.S. mobile user rose to $2.76, surpassing ChatGPT's $1.74.
Key facts
- ChatGPT share fell below 50% for first time in March 2026, ending May at 46%.
- Gemini reached 28% share; Claude climbed to 10%.
- ChatGPT hit 1 billion monthly users in May, fastest app to do so.
- Grok users 4x more likely to be crypto traders than general population.
- Claude's U.S. mobile ARPU rose to $2.76, above ChatGPT's $1.74.