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Stock impact report

This chart showing ChatGPT vs. Gemini web traffic should have OpenAI worried [Yahoo! Finance]

Similarweb Ltd. Ordinary Shares (SMWB) 
Company Research Source: Yahoo! Finance
ChatGPT still has the lead, but it could demonstrate shifting tides in the AI race. 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 t Show less Read more
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