Recent data from BNP Paribas reveals that Anthropic's Claude more than doubled its daily user rate between February and March, while Alphabet's Gemini also experienced steady growth in usage. Among chatbot platforms, Gemini's share of website traffic increased from 26.2% in February to 28.0% in March, with its monthly daily active user share rising from 15.1% to 16.5% over the same period. Claude also demonstrated significant growth, with its traffic share surging from 3.6% to 6.6% and monthly DAU share jumping from 0.8% to 1.8% in March.

Analysts at BNP Paribas, led by Nick Jones, noted in an investor report that while ChatGPT remains the market leader, it continued to lose ground in both website traffic and mobile application share during March. Alphabet not only maintains the second most widely used chatbot but has also advanced in the AI computing market following its agreement with Broadcom to develop 3.5GW of capacity for Anthropic.

Jones commented that this development highlights the strength and durability of AI infrastructure demand while reinforcing Alphabet's strong market position, potentially adding tens of billions of dollars to its order backlog. Amazon.com has also secured an advantageous position in the AI market, with Uber announcing last week that it will expand its use of Amazon's Graviton4 and Trainium3 processors.

Jones added that Uber's adoption of Amazon.com's custom chips strengthens AWS's AI value proposition, supporting incremental demand and monetization opportunities. Previously, Amazon.com CEO Andy Jassy disclosed that AWS has achieved $15 billion in AI-related annual recurring revenue, with its chip business reaching $20 billion in ARR.

Meanwhile, Meta Platforms, Inc.'s release of its Muse Spark AI model triggered a surge in downloads for its Meta AI application. Jones observed that the model launch demonstrates Meta Platforms, Inc.'s progress in superintelligence development, helping justify its substantial investments in artificial intelligence.