The AI chat market is still dominated by one company.
Graphite’s research shows that ChatGPT accounts for more than 81% of the world’s major AI chatbot traffic, with no competitor accounting for more than 10%.
The growth curve is interesting. The number of ChatGPT visits increased rapidly in the first half of 2025, and then stopped for a full 7 months. At that time, many people felt that the ceiling had been reached. It has started to rise again this year, with month-on-month growth of nearly 20% in September, and monthly visits reaching a record high of 61.35 billion.
The 7 months of stagnation happened to be the time when Gemini, Claude, and DeepSeek were the loudest. As a result, not much of the share was divided.
Of course, the number of visits is measured on the web page. Heavy usage occurs in apps, APIs, and scenarios embedded in other products: Gemini has entrances to Android and Workspace, and most of Claude's usage is in developer tools, which do not enter web traffic. So 81% more accurately means that when it comes to "opening a webpage and chatting with AI", ChatGPT has almost no rivals.
For latecomers, this number also shows that it is too difficult to grab the chat entrance head-on. Instead of becoming a developer, office suite, or mobile phone system, the opportunities are more realistic.