# 分析師 Nick Jones 表示，Gemini 的訪問份額從四月的 29.4% 上升至 29.9%。

*genai, business · news · 2026-06-09 · Benzinga*

## Key points

- Gemini 的訪問份額在四月上升至 29.9%，Claude 則達到 9.8%。
- Alphabet 同意以每月 9.2 億美元向 SpaceX 購買 2 億瓦特的運算能力。
- Claude 產生了 Anthropic 五月合併的約 80% 產品代碼，提升了開發者生產力。
- SpaceX 計劃於 2028 年前推出軌道 AI 運算衛星，目標年產能達 100 吉瓦。

Jones Says Gemini And Claude Gained Share Analyst Nick Jones said BNP Paribas’ AI tracker showed Gemini’s share of visits rose to 29.9% from 29.4% in April, while its average monthly daily active user share increased to 18.9% from 17.9%. He said Claude also gained share, with visits rising to 9.8% from 8.8% and average monthly daily active user share increasing to 2.9% from 2.5%. Jones said ChatGPT remained dominant but continued to lose share during the month. Jones Sees AI Demand Supporting Compute Spending Jones said Alphabet’s agreement with SpaceX to secure 200 megawatts of compute capacity for about $920 million per month may raise near-term capital intensity concerns. However, he viewed the investment as strategically prudent because of strong cloud backlog growth, accelerating AI adoption, and long-term revenue opportunities across Search, Cloud, and AI-driven products. AI Adoption Still Looks Enterprise-Friendly Jones said Claude generated about 80% of the code merged into Anthropic’s product codebase in May, showing AI models can meaningfully improve developer productivity and support higher enterprise AI spending over time. He also cited Apollo’s chief economist, who said he saw no evidence of AI-related job losses to date. Jones said that supports the view that AI is currently augmenting worker productivity rather than causing broad labor displacement. Jones said SpaceX’s plans to deploy orbital AI compute satellites as early as 2028, with a long-term goal of launching up to 100 gigawatts of compute capacity into orbit annually, underscore the scale of expected AI compute demand and the industry’s willingness to explore alternative infrastructure. GOOGL Price Action: Alphabet shares were down 0.16% at $362.74 at the time of publication on Tuesday, according to Benzinga Pro data. Image via Shutterstock

**Companies:** Alphabet, SpaceX, BNP Paribas, Anthropic
**Countries:** United States

[Read the full story on Benzinga](https://www.benzinga.com/analyst-stock-ratings/analyst-color/26/06/53098222/gemini-claude-take-another-bite-out-of-chatgpts-market-share)

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