AI/ML
Google’s Gemini Triples Generative AI Market Share to 18% Challenging ChatGPT’s Dominance in 2025
This is the clearest signal that Alphabet is winning the AI war
Google’s Gemini AI has surged from 5.4% to 18.2% in generative AI web traffic share over the past year, according to Similarweb data, while ChatGPT’s lead has eroded from 87.2% to 68%. This rapid growth positions Gemini as a serious contender in the AI race, driven by strategic integrations across Google’s ecosystem.
Key Growth Drivers
Gemini’s rise stems from seamless embedding into everyday tools like Chrome, Android, Google Search, Docs, and Gmail, exposing billions of users without requiring separate app downloads. Features such as AI Overviews now reach 2 billion users monthly across 200 countries, boosting daily active users to 35 million by early 2025. Viral innovations like the Nano Banana image editor have further accelerated adoption, displacing ChatGPT as the top free iOS app at times.
Market Impact
ChatGPT’s decline reflects a maturing AI landscape where first-mover advantage fades against competitors with superior distribution. Alphabet’s stock has outperformed broader markets this year, signaling investor confidence in Gemini’s momentum. Globally, Gemini commands 24% market share among LLM tools, leading in regions like Europe (29% penetration) and India.
Competitive Landscape
| AI Platform | Current Traffic Share | YoY Change | Monthly Users (Recent) |
|---|---|---|---|
| ChatGPT | 68% | -19.2 pts | ~1B visits |
| Gemini | 18.2% | +12.8 pts | 450M-650M active |
| Copilot | ~1.2% | Stagnant | N/A |
| Others | ~12.6% | Varies | N/A |
Data compiled from Similarweb trends; Gemini’s native integration gives it an edge over standalone rivals.
Future Outlook
Gemini’s multimodal capabilities (text, images, audio, video in 46 languages) and enterprise Workspace integrations (2.3B document interactions in H1 2025) suggest sustained growth. As AI shifts to routine utility, Google’s ecosystem dominance could redefine user interactions beyond chatbots. HOI News will monitor updates as the 2026 AI battle intensifies.