Two data points, read together, tell a story that neither tells alone. Similarweb's latest consumer traffic reading still puts ChatGPT well ahead as the default AI chatbot. But the Menlo Ventures and Ramp AI Index enterprise spend data, also just refreshed, shows Anthropic's Claude has now built a clear lead in the number that actually matters to Aston Reach's clients: what enterprises are choosing to run their AI workloads on, and pay for.
Consumer: ChatGPT still leads, but the gap keeps narrowing
As of the May 2026 reading, ChatGPT holds 53.9% of consumer AI chatbot traffic. That's still comfortably first place — but it's down from an estimated 87% in early 2025. Google's Gemini has been the main beneficiary, now at 27.9%, with Claude at 9.2% and other providers making up the remaining 9.0%.
Source: Similarweb, consumer chatbot web traffic, May 2026 reading.
Enterprise: Anthropic's Claude now clearly in front
The enterprise picture has flipped. Anthropic now holds 40% of enterprise LLM spend in Q1 2026, up from roughly 16% two years earlier — overtaking OpenAI, which has fallen to 27%. Google's Gemini holds 21% of enterprise spend, and other providers make up the remaining 12%.
Source: Menlo Ventures 2026 State of Enterprise AI; Ramp AI Index, Q1 2026.
Why this matters for AI vendor decisions
The company winning consumer mindshare isn't the one winning enterprise budget. That split should give pause to any leadership team defaulting to the most familiar consumer brand when making a platform decision at enterprise scale. What technical, security and procurement teams are actually choosing to build on is a different — and arguably more informative — signal than what shows up in a browser traffic chart.
This is precisely the kind of question we help CIOs, CTOs and CFOs work through: not which AI tool has the most headlines, but which platform choice, adoption approach and governance model will actually deliver measurable business value. Structured, measured, governed, and tool agnostic.