March AI Battle Report: Claude's global daily active users surged by 848%, Gemini increased more than threefold, ChatGPT's growth slowed down.

**The divergence in the AI traffic landscape intensified in March. Claude emerged as a dark horse, while Google Search’s foundation remains solid.** On April 9, BofA Securities released a report analyzing March’s AI traffic landscape based on data from Similarweb, Sensor Tower, and Statcounter. The data shows: **Claude’s monthly traffic surged 90% month-on-month, while global daily active users soared 848%, making it the biggest dark horse; Gemini’s user growth remained steady, with daily actives up more than threefold year-on-year; ChatGPT grew more than twofold year-on-year, but declined month-on-month.** Meanwhile, Google’s core search market share ticked up to 90% year-on-year, **indicating that new AI players have not yet substantially eroded its search foundation**. Thanks to this solid footing, combined with Gemini’s robust user growth, the bank maintains a “Buy” rating for Alphabet, with a target price of $370—a potential upside of about 16.6% from the current price of $317.32. **Claude leads, Gemini grows steadily, Google defends its ground** **The most striking signal in March comes from Anthropic.** Similarweb data shows **Claude’s average global daily webpage visits jumped 90% month-on-month to 20 million; mobile DAU soared 848% year-on-year to 9.7 million, with a month-on-month increase of 129%**. BofA analysts attribute this explosive growth mainly to the rapid uptake of Claude’s coding and AI agent capabilities, on top of model improvements leading to positive word-of-mouth. Meanwhile, **ChatGPT’s global web traffic dropped 6% month-on-month, and mobile DAU fell by 13 million**, showing an inverse trend compared to Claude. In contrast, **Gemini’s growth is more sustained**. In March, global average daily webpage visits surged 659% year-on-year to 84 million. **Mobile DAU grew 332% year-on-year to 89 million, up 9% month-on-month**. The report notes Gemini’s traffic and user growth remain strong, and Google’s overall traffic is stable year-on-year, indicating Claude’s growth is mainly at the expense of other AI competitors, not Google’s core search traffic. Statcounter data further corroborates this. In March, Google’s global search share edged up 24 basis points year-on-year to 90.0%, with desktop share soaring 409 basis points to 83.2%. In the U.S., share declined 183 basis points year-on-year to 85.0%, but the absolute advantage remains strong. **The combined daily traffic of all emerging AI platforms is still less than 2% of Google’s 2.8 billion visits.** Risk Warning and Disclaimer The market has risks; invest with caution. This article does not constitute personal investment advice and does not take into account individual users’ specific investment goals, financial situation, or needs. Users should consider whether any opinions, views, or conclusions in this article are suitable for their particular circumstances. Investing based on this article is at your own risk.