ChatGPT Approaches 1 Billion Users as Google’s Gemini 3 Intensifies Competition with OpenAI
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 01 2025
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Source: TipRanks
User Growth: OpenAI's ChatGPT has reached 800 million weekly users and is projected to hit one billion by the end of the year, with significant usage among U.S. adults and younger demographics, highlighting its impact on AI integration in daily life.
Competitive Landscape: Alphabet's Gemini 3 Pro has emerged as a strong competitor, outperforming ChatGPT in benchmark tests, leading to increased pressure on OpenAI as users like Salesforce's CEO switch to Gemini for its superior performance.
Challenges Ahead: OpenAI faces financial difficulties, reporting a $13.5 billion loss in the first half of 2025, and struggles with accuracy, as studies show a high rate of errors in ChatGPT's outputs, indicating a need for improvement in AI reliability.
Future of AI: Despite current challenges, the competition between OpenAI and Google is shaping the future of consumer AI, where speed, accuracy, and practical value will be crucial for success, as companies and investors focus on user adoption and financial efficiency.
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Analyst Views on GOOGL
Wall Street analysts forecast GOOGL stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for GOOGL is 338.25 USD with a low forecast of 279.00 USD and a high forecast of 390.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
34 Analyst Rating
27 Buy
7 Hold
0 Sell
Strong Buy
Current: 338.250
Low
279.00
Averages
338.25
High
390.00
Current: 338.250
Low
279.00
Averages
338.25
High
390.00
About GOOGL
Alphabet Inc. is a holding company. The Company's segments include Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment includes infrastructure and platform services, collaboration tools, and other services for enterprise customers. Its Other Bets segment is engaged in the sale of healthcare-related services and Internet services. Its Google Cloud provides enterprise-ready cloud services, including Google Cloud Platform and Google Workspace. Google Cloud Platform provides access to solutions such as artificial intelligence (AI) offerings, including its AI infrastructure, Vertex AI platform, and Gemini for Google Cloud; cybersecurity, and data and analytics. Google Workspace includes cloud-based communication and collaboration tools for enterprises, such as Calendar, Gmail, Docs, Drive, and Meet.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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