Sources: Google told Meta around March it couldn't offer all the Gemini capacity Meta wanted to buy, disrupting and delaying some of Meta's internal AI projects
Surging appetite for advanced models is turning computing power into the tech industry's scarcest commodity
Sensor Tower: ChatGPT's market share fell to 46.4% at the end of May, as Gemini rose to 27.7% and Claude to 10.3%; Grok, Meta AI, and others have less than 5%
More than three and a half years after ChatGPT's initial release, AI assistants are now used by millions of people worldwide, and the competitive landscape is changing fast.
Sensor Tower: ChatGPT's market share fell to 46.4% by the end of May, as Gemini rose to 27.7% and Claude to 10.3%; Grok, Meta AI, and others have less than 5%
More than three and a half years after ChatGPT's initial release, AI assistants are now used by millions of people worldwide, and the competitive landscape is changing fast.
Federal records: Grok was utilized in only 3 of 400+ publicly identified federal AI use cases in 2025, behind 234 for ChatGPT, 33 for Gemini, 26 for Claude
Federal records: Grok was utilized in only 3 of 400+ publicly identified federal AI use cases in 2025, behind 234 for ChatGPT, 33 for Gemini, 26 for Claude
Sundar Pichai says Google is now processing 3.2 quadrillion tokens per month, up from 480T tokens per month a year ago and 9.7T tokens per month two years ago
and Doesn't Need You AnymoreCharles Rollet /Business Insider:Sundar Pichai announced at Google I/O that Gemini 3.5 Pro will launch next month; attendees groaned at the model coming out later than they...
Analysis: Gemini 3-based AI Overviews are accurate ~90% of the time, meaning across 5T+ searches per year, tens of millions of answers are erroneous every hour
The company's A.I.-generated answers look authoritative, but they draw on an array of sources, from trustworthy sites to Facebook posts.
Google says its Gemini app has 750M+ MAUs, up from 650M in November, and its first-party models now process 10B+ tokens/minute via direct API use by customers
Lauren Forristal /TechCrunch:
Apptopia: ChatGPT's US market share fell from 69.1% to 45.3% from January 2025 to January 2026; Gemini rose from 14.7% to 25.1% and Grok rose from 1.6% to 15.2%
• Mobile Market Share: ChatGPT fell from 69.1% to 45.3%, while Gemini rose to 25.1% and Grok to 15.2%. — • Web Traffic: ChatGPT visits grew 50% (to 5.7 billion), compared to Gemini's 647% surge (to ...
Recon Analytics: Copilot's US market share as paid users' first choice fell from 18.8% in July 2025 to 11.5% in January 2026; Gemini's rose from 12.8% to 15.7%
Microsoft's Pivotal AI Product Is Running Into Big Problems After leaning on its partnership with OpenAI, Microsoft is playing catch-up in the chatbot race.