ChatGPT Is Dropping Floor to Rivals—Right here Are Some Numbers

For a very long time, “ChatGPT” was nearly synonymous with “AI.” That shorthand is getting tougher to defend.

In response to SimilarWeb’s latest web traffic dataChatGPT commanded 77.6% of worldwide generative AI web site site visitors in Might 2025. By April 2026, that share had dropped to 53.7%. Nonetheless the chief—nevertheless it’s misplaced roughly 24% in 12 months.

The bottom it is ceding is not going to a single challenger. Google’s Gemini went from 7.27% to 26.7% in the identical window—practically quadrupling its share. Claude jumped from 1.37% to 7.95%, a near-sixfold enhance.

Grok, Perplexity, and DeepSeek additionally grew, although much less dramatically. The AI market is fragmenting, and OpenAI is carrying the price of that fragmentation greater than anybody else.

It is price being exact about what internet site visitors share truly measures. It counts visits to chatbot web sites—not API calls, enterprise contracts, or the utilization baked into third-party apps. Somebody opening ChatGPT.com to put in writing an e mail counts. A developer routing tens of millions of API calls by means of Claude doesn’t. So the net site visitors numbers present shopper mindshare greater than income or deployment at scale.

And that is the place the second information set is available in—and it tells the same story. The Ramp AI Indexwhich tracks paid AI subscriptions throughout greater than 50,000 U.S. companies, printed its Might 2026 replace this week. And, for the primary time ever, extra corporations on Ramp’s platform are paying for Anthropic than for OpenAI.

Anthropic’s adoption rose 3.8% in April to 34.4% of companies; OpenAI fell 2.9% to 32.3%.

Ramp lead economist Ara Kharazian known as it “a shocking reversal.” A 12 months in the past, solely 9% of companies on the platform had been paying for Anthropic in any respect. That quantity has now quadrupled. OpenAI, in the meantime, grew its enterprise adoption by simply 0.3% over the identical 12 months.

The engine behind Anthropic’s enterprise surge is basically Claude Codethe corporate’s agentic coding device, which has been increasing quickly in developer groups at companies of each measurement. Uber’s CTO publicly famous the corporate blew by means of its complete 2026 AI funds in 4 months—pushed largely by Claude Code utilization—with per-engineer month-to-month API prices working between $500 and $2,000.

One nuance the Ramp information cannot absolutely seize: OpenAI pushed again by means of a spokesperson, noting that its greatest enterprise offers do not move by means of company playing cards. “We’re driving enterprise transformation at scale,” the corporate mentioned, per Axios. “These usually are not engagements the place prospects pay with a bank card.” That is a good level—Ramp’s methodology captures a large however imperfect slice of enterprise spending.

Nonetheless, Ramp would not assume the lead shall be straightforward to carry. The report flagged three particular dangers: Anthropic’s token-based pricing mannequin incentivizes pushing customers towards costlier fashions; Claude has skilled service outages and high quality complaints in current weeks; and newer, cheaper inference platforms are rising quick on Ramp’s personal information. The index notes that OpenAI’s Codex does comparable developer duties at decrease value, with minimal friction to modify.

Merchants and traders are listening to all of this. As Decrypt beforehand reported, Anthropic’s shares on secondary buying and selling platform Forge World had been hovering around $1 trillion—above OpenAI’s $880 billion on the identical platform. Three months in the past, Anthropic’s secondary market valuation was $380 billion. That is the market’s method of claiming it believes the present trajectory is actual, even when untimely.

Each OpenAI and Anthropic pushed again towards these markets, however nonetheless these statistics are an honest thermometer, if even on comparatively illiquid markets, of what the worldwide market is anticipating and the way persons are seeing these corporations.

In the meantime, Google’s Gemini has been gaining ground since at the very least mid-2025, with its Android integration giving it structural distribution benefits that different challengers merely do not have. ChatGPT was constructed on novelty and first-mover benefit. Each are fading belongings. OpenAI’s subsequent take a look at is whether or not it might probably rebuild the lead on substance—Codex development and enterprise contract wins are the 2 figures Ramp says it’s going to be monitoring subsequent month.