ChatGPT Is Losing Out To Its Competitors – Here Are Some Numbers

For a long time, “ChatGPT” was synonymous with “AI.” That shorthand is becoming difficult to defend.

According to The latest information about SimilarWebChatGPT commanded 77.6% of AI traffic worldwide in May 2025. By April 2026, this share had dropped to 53.7%. Leader – but has lost about 24% in 12 months.

The current position does not go to one opponent. Google’s Gemini went from 7.27% to 26.7% in the same window—almost doubling its share. Claude jumped from 1.37% to 7.95%, an increase of almost six times.

Grok, Perplexity, and DeepSeek also grew, albeit to a lesser extent. The AI ​​market is fragmenting, and OpenAI is carrying the cost of that fragmentation more than anyone else.

It is important to know exactly what the internet traffic is based on. It counts chatbot site visits – not API calls, business contracts, or third-party usage. Someone is opening ChatGPT.com to enter an email address. A developer who runs millions of API calls through Claude does not. So online brand numbers reflect consumer sentiment more than money or shipping rates.

And that’s where secondary data comes in—and it tells a similar story. The Ramp AI Indexwhich manages AI subscriptions in more than 50,000 US businesses, published its May 2026 update this week. And, for the first time, more companies on the Ramp platform pay Anthropic than OpenAI.

Anthropic deployments rose 3.8% in April to 34.4% of businesses; OpenAI fell 2.9% to 32.3%.

Leading economist Ara Kharazian called it a “stunning change.” A year ago, only 9% of businesses on the platform were paying Anthropic at all. That number has now quadrupled. OpenAI, meanwhile, increased business adoption by 0.3% in the same 12 months.

The engine behind Anthropic’s business is very important Claude Codean industrial automation tool, which has been growing in software development teams at companies of all sizes. Uber’s CTO publicly noted that the company spent its entire 2026 AI budget in four months – driven largely by Claude Code’s use – with monthly API fees running between $500 and $2,000.

One thing Ramp’s data doesn’t fully capture: OpenAI issued a statement through a spokesperson, noting that its major businesses don’t go through the company’s credit cards. “We are driving business transformation at scale,” the company said Axios. “This is not a transaction that customers pay with a credit card.” So that’s a good point – the Ramp strategy takes a lot of money but it’s not perfect for business.

However, Ramp doesn’t think the lead will be easy to hold. The report identified three risks: Anthropic pricing model encourages forcing users to expensive models; Claude has experienced layoffs and quality complaints in recent weeks; and new, low-cost platforms are growing rapidly on Ramp data. The list says that OpenAI’s Codex does similar work at a lower cost, with less fuss to change.

Traders and investors are paying attention to all this. Like Decrypt As previously reported, the Anthropic units on Forge Global’s second platform were rocking about $1 trillion-On top of OpenAI’s $880 billion for the same platform. Three months ago, Anthropic’s second market value was $380 billion. This is how the market says it believes that the current situation is real, even before it happens.

Both OpenAI and Anthropic have pushed back against these markets, but the figures are a good thermometer, even in an unlimited market, of what the global market expects and how the public perceives these companies.

Meanwhile, Google’s Gemini has been to find a place from the middle of 2025, and its Android integration gives you the opportunity to distribute what other opponents do not have. ChatGPT is built on innovation and first-rate access. They are all perishable goods. The next test for OpenAI is whether it can also create a lead on things – the growth of Codex and the success of business partnerships are two figures that Ramp says it will be tracking next month.