Observed Signal · Nov 17, 2025 · Product Launch · Source: OnlineMarketing.de · Impact: 2/5 · Sentiment: Neutral
Gen AI Tools Traffic Share: Who Trails ChatGPT?
Similarweb’s AI Global Report shows a shifting landscape for Gen AI tool traffic. Gemini by Google has risen to 13.7% of traffic, up from 5.6% a year earlier, while ChatGPT’s share declined from 86.6% to 72.3%. Claude has surpassed Perplexity, with Grok and DeepSeek recovering ground. Elon Musk publicly questioned Grok’s data reporting. The analysis also notes Google’s broader AI strategy, including Gemini’s integration into Drive and Maps and adoption by Apple’s Siri. Separately, Google launched an affordable AI Plus subscription in Germany, offering higher usage limits for Nano Banana and expanded access to Veo 3 Fast, Flow by Google, and Whisk. The article highlights ongoing intensity among leading Gen AI players and potential implications for search, design tools, and other AI-enabled services, while acknowledging data-reporting scrutiny and governance concerns around new tools.
Shows shifts in Gen AI tool traffic shares and a notable product launch (Google AI Plus) impacting the AdTech/MarTech landscape.
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Key Takeaways & Evidence Grounding
- Gemini traffic share rose to 13.7% in Similarweb's AI tools traffic comparison, up from 5.6% YoY.
- ChatGPT traffic share declined to 72.3% from 86.6% YoY.
- Claude overtook Perplexity; Grok and DeepSeek regained ground.
- Elon Musk stated Grok’s usage data were not released on X.
- Google launched AI Plus in Germany with higher Nano Banana limits and access to Veo 3 Fast, Flow by Google, and Whisk.
Connected Companies & Entities
4 Entities mappedOntology Mapping & Concepts
Related Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
Gen-AI Top 100: World's Most Used AI Apps
The article surveys the 15 most-used Gen-AI web products globally by monthly site visits, led by ChatGPT with about 900 million weekly users. It notes the AI ecosystem has evolved from pure startups to AI-enabled software, with apps like CapCut incorporating AI features and Notion offering paid AI functions. ChatGPT remains dominant in Web and mobile metrics, while Gemini trails; Claude subscriptions rose 258% year-over-year in January 2026 in the US. Google has expanded AI capabilities (Nano Banana and Veo 3.1) and Anthropic targets professional users (Claude Code, Claude in Chrome). The piece discusses AI-Agents (e.g., Manus, Genspark, OpenClaw) and the growing trend of AI embedded directly in software (Chrome, Office, etc.). It also highlights regional fragmentation and the likelihood of multiple ecosystems coexisting, rather than a single standard AI platform.
ChatGPT Market Share Falls Below 50%
Sensor Tower’s State of AI Report (2026) finds OpenAI’s ChatGPT remains the most-used AI assistant but its global market share dipped below 50% for the first time, falling to 46.4% by the end of May 2026 as users migrate to Google’s Gemini (27.7%), Anthropic’s Claude (10.3%) and other assistants. ChatGPT still records ~1.1 billion monthly users; Gemini has 662 million and Claude 245 million. The report notes rising monetization — nearly 2.3 billion AI app downloads and an estimated $4.2 billion spent in H1 2026 — slower growth rates indicating market maturation, and that OpenAI began testing ads in ChatGPT in February (about 17% of daily users saw ads by May). Sensor Tower also highlights increasing AI-driven retail referrals and higher conversion from AI-referred shoppers.
Previsible Report: Google Central; ChatGPT Leads LLM Referrals
Previsible released the third edition of its AI Traffic Study (Nov 2024–May 2026), analyzing 6.77 million AI-driven search sessions across 166 websites. The report finds AI discovery inside Google (via AI Overviews and AI Mode) drives more AI-influenced traffic than all standalone LLM assistants combined. Among standalone LLMs, ChatGPT accounted for 92.4% of trackable referral traffic. Gemini grew 3.2x to become the second-most visible model, while Claude grew 64x and overtook Perplexity in March 2026. The study also found e-commerce content saw AI referral traffic increase 37x. Previsible’s authors recommend citation-worthy content, authority-building, AI accessibility, answer-journey optimization, and measuring business impact to win AI-driven discovery.
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