"OpenAI's recent "code red" over Gemini makes a lot of sense when you look at the data. While the ChatGPT maker continues to dominate the AI race, competitors are gaining ground. In November, Google released Gemini 3 Pro, the first iteration of its Gemini 3 class of models. Since then, Gemini web traffic has increased while ChatGPT web traffic declined, according to Similarweb data first highlighted by Menlo Ventures partner Deedy Das."
"In December, Gemini traffic increased by 28.4% month-over-month, while ChatGPT traffic decreased by 5.6%, the data shows. The chart's data only tells part of the story, only accounting for site visits to chatgpt.com and gemini.google.com. It does not factor in use of the consumer apps or other integrations, like Google's AI overviews in Google Search. And while there's no guarantee that one traffic trend is directly because of the other, the data highlights the shifting tides of the AI race."
"Web traffic for both ChatGPT and Gemini are up year-over-year, but their estimated site traffic growth rates are staggeringly different. ChatGPT traffic is up 49.5%; Gemini's traffic is up 563.6%, per Similarweb. ChatGPT still has a healthy lead. In December, ChatGPT attracted 5.5 billion visitors, according to Similarweb. Gemini came in second with 1.7 billion; DeepSeek, Grok, Character.AI, Perplexity, and Claude all trailed behind with fewer than 400 million visitors each."
OpenAI issued a "code red" in response to Google’s Gemini momentum. Google released Gemini 3 Pro in November, and Gemini web traffic rose 28.4% month-over-month in December while ChatGPT web traffic fell 5.6%, per Similarweb. The Similarweb numbers only track site visits to chatgpt.com and gemini.google.com and exclude consumer apps and other integrations such as Google Search AI overviews. Year-over-year estimates show ChatGPT traffic up 49.5% and Gemini up 563.6%. In December, ChatGPT attracted 5.5 billion visits and Gemini 1.7 billion. Competitors like DeepSeek, Grok, Character.AI, Perplexity, and Claude each had under 400 million visitors.
Read at Business Insider
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