Google's Gemini Eating ChatGPT's Lunch: Market Share Gain From 5% To 18% Is 'Clearest Signal' That Alphabet Is Winning AI War
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Distribution Alone Isn't Enough
However, the data offers a warning: pre-installation doesn't guarantee success. Microsoft Corp.'s (NASDAQ:MSFT) Copilot, despite being baked into Windows and Edge, has barely moved the needle, stagnating from 1.5% to 1.2% share over the same period.
The contrast suggests that while distribution is powerful, product trust is paramount. While Copilot has flatlined, Gemini is successfully converting its vast reach into recurring user habits, proving that Google is earning user trust in a way its big-tech rival has yet to replicate.
GOOG Outperforms In 2025
Shares of Alphabet’s Class C have risen by 65.59% year-to-date and 60.16% over the year, whereas the Nasdaq 100 index has advanced by 22.31% and 17.86%, respectively.
In the near term, GOOG has gained 80.97% over the last six months, but fell 1.44% over the last month. On Wednesday, the shares closed largely unchanged, 0.0032% lower at $315.67 apiece.
It maintains a stronger price trend over the short, medium, and long terms, with a poor value ranking. Additional performance details, as per Benzinga's Edge Stock Rankings, are available here.
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This article Google's Gemini Eating ChatGPT's Lunch: Market Share Gain From 5% To 18% Is 'Clearest Signal' That Alphabet Is Winning AI War originally appeared on Benzinga.com
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