ChatGPT 每周活跃用户接近 9 亿，但 Gemini 正在迎头赶上

ChatGPT Nears 900 Million Weekly Active Users But Gemini isCatching Up ChatGPT每周活跃⽤户接近9亿，但Gemini正在迎头赶上 By作者：斯⾥·穆⽪迪Sri Muppidi Dec9,2025,7:00am PST The competition betweenAI chatbots has been heating up, withGoogle’s Gemininipping atOpenAI’sheels. OnMonday, Iwrote abouthow Gemini’s share of weekly mobile app downloads increased in late November following therelease ofGemini 3, according to data from researchfirm Sensor Tower, which says it tracks 5 million consumersglobally.微信公众号 404K微信公众号 404K AI聊天机器⼈之间的竞争愈演愈烈，⾕歌的Gemini正紧追OpenAI。周⼀，我根据调研公司Sensor Tower的数据写道，Gemini 3发布后，Gemini在11⽉下旬的每周移动应⽤下载量份额有所上升。Sensor Tower表⽰其追踪全球500万消费者的⾏为。 Gemini’s growth is also evident on the web. Between August and November, Gemini’s global website visits doubledwhileChatGPT’srose about 1% over the same period, according to the Sensor Tower data. Monthly active users tell asimilar story during the period: Gemini’s increased roughly 30% to 346 million while ChatGPT’s rose about 5% to 810million. 根据Sensor Tower的数据，Gemini在⽹络上的增长也很明显。8⽉⾄11⽉期间，Gemini的全球⽹站访问量翻了⼀番，⽽同期ChatGPT的访问量约增长了1%。同期的⽉活跃⽤户数据也反映出类似趋势：Gemini⼤约增长了30%，达到3.46亿，⽽ChatGPT⼤约增长了5%，达到8.1亿。 Thesefigures explain why OpenAI CEOSam Altmancalled an internal “code red” to focus on ChatGPT and delay other initiatives. 这些数据解释了为什么OpenAI⾸席执⾏官⼭姆·奥特曼发出内部“红⾊代码”，将注意⼒集中在ChatGPT并推迟其他计划。 While OpenAI remains dominant, Google’s AI reach is greater than the numbers suggest. Google CEOSundar Pichai,for instance, said in July that more than 2 billion people see Google’s AI-generated search answers,AI Overviews,every month, and in November said that the Gemini app has more than 650 million users per month. That’s notincluding Google Search’s chatbot-likeAI Mode, which the company says has more than 75 milliondailyactive usersglobally.微信公众号 404K微信公众号 404K 尽管OpenAI仍占主导地位，但⾕歌的⼈⼯智能影响⼒⽐这些数字显⽰的要⼤。例如，⾕歌⾸席执⾏官桑达尔·⽪查伊在7⽉表⽰，每⽉有超过20亿⼈看到⾕歌的AI⽣成搜索答案“AI概览”，并在11⽉表⽰Gemini应⽤每⽉⽤户超过6.5亿。这还不包括⾕歌搜索中类似聊天机器⼈的AI模式，该公司称该模式在全球每天有超过7500万⽇活跃⽤户。 Still, ChatGPT has nearly 900 millionweeklyactive users, according to a person with knowledge of its growth. Itsmonthly active userfigure is probably substantially higher. 不过，据⼀位知情⼈⼠透露，ChatGPT每周活跃⽤户接近9亿。其⽉活跃⽤户数字可能要⾼得多。 Aside from Google’s momentum, one factor that could be slowing ChatGPT growth is that it already captured the easiestand most accessible users, which means the next stage of growth will be harder.Facebook, for example, reached 500million users in 2010 and doubled that number in just two years to 1 billion. But it took anotherfive years for thecompany to doublethatfigure to 2 billion users. 除了⾕歌的势头之外，可能放缓ChatGPT增长的⼀个因素是它已经捕获了最容易触及和最易获取的⽤户，这意味着下⼀阶段的增长会更难。⽐如，Facebook在2010年达到了5亿⽤户，并在短短两年内将这⼀数字翻倍到10亿。但公司又花了五年时间才将该数字翻倍到20亿⽤户。 OpenAI likely will face a similar growth trajectory to Facebook as it expands beyond the U.S. 随着OpenAI在美国以外的市场扩张，它很可能会⾯临与Facebook类似的增长轨迹。 ChatGPT’s topfive markets by weekly active users are U.S., India, Brazil, Japan and France, according to the person withknowledge of its growth. 据知情⼈⼠透露，按每周活跃⽤户计，ChatGPT的五⼤市场依次为美国、印度、巴西、⽇本和法国。 ChatGPT also has a decent edge over Google Gemini in terms of raw usage, though Gemini is gaining on it.微信公众号 404K微信公众号 404K 在原始使⽤量⽅⾯，ChatGPT相⽐Google Gemini也有相当的领先优势，尽管Gemini正在赶上。 Try askingDeep Research to… 试着让Deep Research去…… How will AI paying for things change online shopping and banking? ⼈⼯智能为商品付款将如何改变线上购物和银⾏服务？ View Response查看回复 Sensor Tower data show ChatGPT users last month averaged roughly 17 minutes per day in the app, an increase ofroughly 6% from March, and eight sessions per day. Gemini users averaged roughly 11 minutes a day in the app lastmonth, roughly a 120% increase from March, and six daily sessions. This doesn’t include users’ interaction with Geminithrough its voice assistant in Android phones. Sensor Tower的数据显⽰，上个⽉ChatGPT⽤户在该应⽤上的平均使⽤时长约为每天17分钟，⽐三⽉增长约6%，每天平均使⽤次数为8次。上个⽉Gemini⽤户在该应⽤上的平均使⽤时长约为每天11分钟，⽐三⽉增长约120%，每天平均使⽤次数为6次。这不包括⽤户通过安卓⼿机上的语⾳助⼿与Gemini的互动。 Suffice it to say that at the moment, the consumer chatbot race has two horses. And both of them stand to generateplenty of revenue from chatbot ads whenever they decide to turn them on.微信公众号 404K微信公众号 404K 可以说，⽬前⾯向消费者的聊天机器⼈竞赛已有两匹马。⽽且⽆论它们何时决定开启聊天机器⼈⼴告，都有望从中产⽣⼤量收⼊。 Here’s what else is going on… 还有其它动态…… Policy Watch政策观察 TheTrumpadministration will letNvidiasell a relatively advanced set of artificial intelligence server chips to China,the president said in a social media post, ending a debate in Washington about whether to let a geopolitical adversaryaccess state-of-the-art technology from the U.S. 特朗普政府将允许英伟达向中国出售⼀套相对先进的⼈⼯智能服务器芯⽚，总统在⼀则社交媒体帖⼦中表⽰，此举结束了华盛顿关于是否允许⼀个地缘政治对⼿获得美国最先进技术的争论。 Trump implied that the White House is directing the Commerce Department to let Nvidia sellHopper 200chips, whichare a generation behind the Nvidia’sBlackwellchips that are now being mass produced. 特朗普暗⽰⽩宫正在指⽰商务部允许英伟达出售Hopper 200芯⽚，这些芯⽚⽐英伟达⽬前正在⼤规模⽣产的Blackwell芯⽚晚⼀代。 Big Number⼤数字 Chinese startupAgiBotsaid on Monday that the number of humanoids it has manufac