OpenAI’s ChatGPT remains the dominant generative AI platform, but rivals Alphabet Inc.’s (NASDAQ:GOOGL) Google Gemini and Anthropic’s Claude continued to gain market share in May, according to a new BNP Paribas research report released Monday.
Jones Says Gemini And Claude Gained Share
Analyst Nick Jones said BNP Paribas’ AI tracker showed Gemini’s share of visits rose to 29.9% from 29.4% in April, while its average monthly daily active user share increased to 18.9% from 17.9%.
He said Claude also gained share, with visits rising to 9.8% from 8.8% and average monthly daily active user share increasing to 2.9% from 2.5%. Jones said ChatGPT remained dominant but continued to lose share during the month.
Jones Sees AI Demand Supporting Compute Spending
