Gemini’s Quiet 2025 Win: Eroding ChatGPT’s Traffic Share
Notably, Elon Musk’s Grok and China’s DeepSeek made their debuts, having a share of 3.4% and 3.7%, respectively.
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[Image source: Chetan Jha/MITSMR Middle East]
The power dynamics in the AI landscape are shifting, with Google’s Gemini emerging as a larger player in the market. Recent data from Similarweb reveals that ChatGPT’s traffic share has been on a decline, plummeting from 86.7% to 64.5% over 12 months.
Meanwhile, Gemini’s user base has grown from 5.7% to 21.5% during the same period. Google AI CEO Demis Hassabis wrote on X: “A lot more hard work still to do, of course, but making relentless progress…”
Apart from the two heavyweights, Perplexity and Claude gained 0.1% and 0.5%, respectively, while Microsoft’s Copilot saw a dip of 0.4%, going from 1.5% to 1.1%.
Notably, Elon Musk’s Grok and China’s DeepSeek made their debuts, with shares of 3.4% and 3.7%, respectively.
Losing nearly 20% of web traffic share over 12 months led OpenAI’s Sam Altman to declare a “code red” in November 2025, putting any non-ChatGPT projects on an indefinite halt. “We are at a critical time for ChatGPT,” notified Altman in an internal memo, according to The Information.
The declaration followed Google’s release of Gemini 3 Pro, which significantly outperformed GPT-5.1 on most benchmarks. OpenAI quickly replied with the GPT-5.2 AI model to even the playing field.
The emergency alert at OpenAI comes three years after Google sounded a code red on them.
These traffic numbers mainly matter to Google and OpenAI. Since Grok is with X, Claude functions as an app, and Copilot is integrated across Windows and the Microsoft 365 suite, it’s mainly the two heavyweights competing in the AI website space.
OpenAI’s concern is understandable. It falls short in competing with Google due to the latter’s established enterprise trust, integration advantage, vast resources, and extensive distribution network across its Workspace apps, Android, and Search.
The website segment remains the only space where the two can go head-to-head; however, OpenAI and Altman need to innovate quickly to retain their user base.
