今年早些时候，随着谷歌和Anthropic的竞争对手获得势头，ChatGPT在AI市场的统治地位似乎正在动摇。但新的研究表明，OpenAI的旗舰产品正在实现令人惊讶的反弹。
Earlier this year, ChatGPT's dominance of the AI market appeared to be slipping as rivals from Google and Anthropic gained momentum. But new research suggests OpenAI's flagship product is making a surprising comeback.
根据研究和增长营销公司Graphite的一项研究，ChatGPT现在占全球主要AI聊天机器人流量的81%以上。没有任何竞争对手设法夺取哪怕10%的市场份额。考虑到围绕谷歌Gemini和Anthropic的Claude的关注度，这一发现颇为引人注目，这两款产品一直被广泛视为对OpenAI构成日益严重的威胁。
ChatGPT now accounts for more than 81% of worldwide traffic to major AI chatbots, according to a study from Graphite, a research and growth marketing firm. No competitor has managed to capture even 10% of the market. That's a striking finding given the attention surrounding Google's Gemini and Anthropic's Claude, which have been widely viewed as increasingly serious threats to OpenAI.
该研究还挑战了ChatGPT爆发式增长已停滞的看法。在2025年上半年激增之后，ChatGPT的使用量在七个月内基本停滞不前。但据Graphite分析，增长在今年恢复，月访问量攀升近20%，在9月达到创纪录的613.5亿次。这与我的同事Katie Notopoulos上周的报道相呼应，她报道称ChatGPT现在拥有12亿周活用户。
The research also challenges the perception that ChatGPT's explosive growth has stalled. After surging through the first half of 2025, ChatGPT usage largely plateaued for seven months. But growth resumed this year, with monthly visits climbing nearly 20% to a record 61.35 billion in September, according to Graphite's analysis. This echoes reporting by my colleague Katie Notopoulos, who reported last week that ChatGPT now has 1.2 billion weekly users.
数据表明，尽管OpenAI的竞争对手增长迅速，但它们尚未接近撼动ChatGPT的统治地位。Graphite首席执行官Ethan Smith领导的这项研究，利用Similarweb的数据分析了主要AI服务的网页和应用流量。Claude在过去一年记录了非凡的增长，Gemini也迅速扩张。但这些增量来自低得多的起点。
The data suggests that while OpenAI's rivals are growing rapidly, they haven't come close to dislodging ChatGPT from its commanding position. Graphite's research, led by CEO Ethan Smith, analyzed web and app traffic to and from major AI services using data from Similarweb. Claude recorded extraordinary growth over the past year, while Gemini expanded quickly, too. But those gains came from much smaller starting points.
ChatGPT不仅仅是在吸引访问者。它也越来越多地将人们引导至其他网站。根据Graphite的数据，过去一年，来自AI服务的全球引荐流量激增92%，其中ChatGPT贡献了60%的访问量。
And ChatGPT isn't just attracting visitors. It's increasingly sending people to other websites, too. Worldwide referral traffic from AI services jumped 92% over the past year, with ChatGPT responsible for 60% of those visits, according to Graphite.
该研究还凸显了AI如何改变谷歌的传统搜索业务。谷歌的AI Overviews（AI生成的概览）现在出现在62%的美国搜索中，直接在搜索结果中提供AI生成的答案。
The study also highlights how AI is transforming Google's traditional search business. Google's AI Overviews, which provide AI-generated answers directly in search results, now appear in 62% of US searches.
与此同时，谷歌的 AI 模式（AI Mode）允许用户与搜索进行更具对话性的互动，正在快速增长。8 月，它吸引了 4.91 亿次美国网页访问。或许最大的惊喜在于，所有这些 AI 活动发生在何处。尽管美国在开发该技术方面处于领先地位，但根据 Graphite 的研究，美国仅占全球 AI 流量的 8.8%。这意味着超过 90% 的使用发生在其他地方，凸显了 AI 繁荣已变得多么全球化。
Meanwhile, Google's AI Mode, which lets users have more conversational interactions with Search, is growing rapidly. In August, it attracted 491 million US web visits. Perhaps the biggest surprise is where all this AI activity is happening. Despite America's leadership in developing the technology, the US accounts for just 8.8% of worldwide AI traffic, according to Graphite's study. That means more than 90% of usage happens elsewhere, underscoring how global the AI boom has become.
总体而言，主要 AI 服务的全球月访问量达到 760 亿次，较一年前增长 37%。数据传递的信息很明确：AI 市场仍在快速扩张，而 ChatGPT 依然占据压倒性主导地位。
Overall, monthly visits to major AI services reached 76 billion worldwide, up 37% from a year earlier. The message from the data is clear: The AI market is still expanding rapidly, and ChatGPT remains overwhelmingly dominant. here. Reach out to me via email at abarr@businessinsider.com