ChatGPT is losing the AI race to Gemini
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ChatGPT’s rapid expansion is showing signs of cooling, while Google’s Gemini picks up speed, new research by Sensor Tower shows. ChatGPT still holds the top spot in the AI assistant space. Data from Sensor Tower shows that OpenAI captures half of all worldwide mobile downloads and accounts for 55% of people using AI chatbots each month around the globe. However, Google’s competing product is now growing faster across three key areas: new downloads, monthly active users, and average user engagement time. The numbers have caught OpenAI’s attention. A recent “code red” memo from CEO Sam Altman instructed workers to focus on improving the company’s AI tools. The note highlighted several areas needing improvement, including making responses more personal, enhancing the system’s functionality, and creating more effective images. Growth numbers tell two different stories The competition isn’t finished yet. Both products continue adding users at a strong pace. ChatGPT saw its worldwide monthly user base jump 180% compared to a year earlier, reaching a record 11.5 million users in November 2025. Gemini wasn’t far behind with 170% growth over the same period. But a closer look at recent months tells a different story. From August to November, ChatGPT’s monthly users worldwide increased by just 6%, reaching approximately 810 million people. Sensor Tower suggests that this small increase might indicate the product is approaching a ceiling in terms of the number of people who want to use it. Google’s Gemini moved much faster during those same months, with monthly users climbing about 30%. The jump came after the company released Nano Banana, its new tool for creating images, which attracted more users. Google’s Android advantage could change the game Google has another edge that could matter more as time goes on. About twice as many Android phone users in the United States now…