OpenAI's growth slowdown hits ChatGPT as market share drops to 64.5%
Weekly active users and revenue decline complicate OpenAI's IPO plans in 2026.
Deep Dive
Reports show OpenAI faced a slowdown in revenue and weekly active users in early 2026, casting uncertainty on its IPO timeline. ChatGPT's share of AI web traffic fell from 86.7% to 64.5% over 12 months.
Key Points
- OpenAI's weekly active users and revenue growth slowed in early 2026, raising IPO uncertainty.
- ChatGPT's share of AI web traffic fell from 86.7% to 64.5% year-over-year.
- Increased competition from Google Gemini, Anthropic Claude, and open-source models drives the decline.
Why It Matters
A slowing OpenAI signals a maturing AI market where incumbents must innovate faster to sustain investor confidence and IPO prospects.