The firm also highlighted inference spending surpassing training spending as evidence that AI investment is shifting toward deployment and real-world use, while growing infrastructure financing points to continued demand for AI capacity.
ChatGPT Regains Ground Against Gemini
ChatGPT remained the clear leader in web traffic and mobile app usage in July, BNP Paribas said. It also regained share across both visits and daily active users, or DAUs.
Gemini’s share of worldwide visits fell to 28.8% in July from 30.3% in June. Its share of DAUs remained unchanged at 19.8%.
Grok and Meta AI continued to trail ChatGPT, Gemini and Claude, BNP Paribas said.
