Google's Gemini more than tripled its share of generative AI web traffic to 18.2% over the past year while ChatGPT's dominance plummeted from 87.2% to 68%, according to analytics firm Similarweb.
The 19-point market share loss prompted OpenAI CEO Sam Altman to declare a "Code Red," fast-tracking the December 11 release of GPT-5.2 and delaying other initiatives like advertising and AI agents.
Analysts attribute Gemini's surge to its integration across Chrome, Android, Google Workspace, and Search, placing the AI directly in users' existing workflows rather than requiring a separate app, while Alphabet stock climbed over 60% year-to-date.
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