OpenAI is currently reveling in its court victory over billionaire Elon Musk. However, the artificial intelligence startup may have a new source of headaches: Google’s (GOOGL) rival Gemini AI chatbot has now exceeded 900 million monthly active users.
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Google CEO Sundar Pichai revealed this at the tech giant’s ongoing two-day Google I/O annual developer conference in Mountain View, California. This would likely put renewed pressure on OpenAI to tighten its grip on the generative AI market as the startup eyes an initial public offering this year.
Did OpenAI Miss Its 1 Billion Users Target in 2025?
OpenAI disclosed in late February that it had surpassed 900 million weekly users of its ChatGPT AI assistant. However, Alphabet’s (GOOGL) Google has continued to close in on the startup that triggered the generative AI boom in late 2022.
According to calculations by mobile app analytics platform Apptopia, while Google Gemini’s share of the market is up from 14.7% in January 2025 to 25.2% as of early February, OpenAI’s ChatGPT is down from 69.1% to 45.3%.
OpenAI Faces Growing Competition Ahead of IPO
The update from Google will be particularly concerning for OpenAI investors, as recent reports have indicated that the startup failed to reach its goal of hitting one billion weekly active users by the end of 2025. The company also reportedly missed its annual revenue target for ChatGPT for the year due to higher subscriber losses.
Beyond Google, OpenAI is also facing pressure from rival AI model developer Anthropic, whose Claude’s AI models have taken the industry by storm, warming the hearts of enterprise and everyday users alike.
Is Google Stock a Good Stock to Buy?
On Wall Street, Alphabet’s shares continue to boast a Strong Buy consensus rating from analysts. This is based on 28 Buys and five Holds assigned by 33 analysts over the past three months.
However, the average GOOGL price target of $426.44 only implies about 9% upside in the months ahead.
