ChatGPT Still Dominates AI App Revenue with 63% Share, but Claude Surges 452%, Challenging Its Market Leadership
28 Oct 2026
ChatGPT continues to lead the generative AI application market in revenue, commanding a substantial 63% share. However, intensifying competition is putting pressure on its user base, while Claude, developed by Anthropic, is emerging as a major rival with rapid growth.
The artificial intelligence (AI) market is entering an increasingly competitive phase, driven by advances in technology, rising investment, and expanding user bases. With more AI services becoming available, questions are emerging over whether ChatGPT, one of the pioneers of the generative AI market, is losing popularity to its competitors. Nevertheless, the latest market research indicates that ChatGPT continues to maintain a strong lead in revenue.
ChatGPT Captures 63% of Generative AI App Revenue
A report published by Biggo Finance, citing a 2026 AI market study by Sensor Tower, a digital economy research firm, states that ChatGPT accounts for as much as 63% of in-app purchase revenue in the generative AI application market.
A significant portion of this revenue comes from subscriptions, with paid plans starting at US$20 per month. In addition, ChatGPT reportedly reached 1 billion monthly active users (MAU) in May.
For the first half of 2026, researchers estimate that OpenAI will generate more than US$4 billion in revenue, equivalent to approximately THB 134 billion, representing a 36% increase compared with the previous six-month period. These figures highlight ChatGPT's revenue-generating capabilities despite the continued growth in competition.
Claude's Explosive Growth Challenges ChatGPT's Dominance
Although ChatGPT remains the revenue leader, the report indicates that its share of active users has declined significantly, with one figure suggesting a drop of as much as 50% amid intensifying competition from other AI providers.
One of its most prominent challengers is Claude, developed by Anthropic, which has recorded a 452% year-over-year increase in active users. In addition, the average time users spend on Claude has reportedly increased from approximately 40 minutes to two hours, indicating growing adoption and user engagement.
However, when looking at overall AI usage time, ChatGPT, Google Gemini, and DeepSeek still collectively account for as much as 90% of total time spent using AI services. This suggests that major providers continue to exert considerable influence over user behavior.
A Rapidly Changing AI Market Puts OpenAI Under Pressure
Researchers believe these trends reflect a changing AI landscape in which an increasing number of players are entering the competition. Although ChatGPT remains the revenue leader, shifts in its user base suggest that market leadership cannot be taken for granted.
Meanwhile, OpenAI continues to face challenges in AI model development. The report claims that GPT-6 Astra, described as the company's latest model, has received a weaker-than-expected response compared with competing models such as Gemini Omni 1.1 Flash, which supports a wide range of applications, and Claude Fable 5.1, which is positioned as a more affordable option.
This situation highlights how competition in the generative AI market extends beyond user numbers and revenue. Model performance, versatility, and pricing are also critical factors influencing consumers' decisions about which services to use.
Ultimately, while ChatGPT continues to command the largest share of revenue in the market, Claude's rapid growth and competition from other providers are placing increasing pressure on OpenAI. The industry's future trajectory will depend on each company's ability to advance its technology, respond to user needs, and maintain a competitive edge in a rapidly evolving AI market.
Source: finance.biggo.com
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