Bank of America: Gemini's traffic surged due to AI-generated images, Google and OpenAI's AI rivalry gains new leverage
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Research from Bank of America shows that Google's AI assistant Gemini saw a significant increase in user traffic in September, primarily driven by the Nano Banana raw image model. This tool briefly propelled Gemini to the top of the app store. Gemini's global daily average web traffic surged 54% month-over-month, while ChatGPT only grew by 4%. In the U.S. market, Gemini's traffic increased by 37% month-over-month and skyrocketed by 124% year-over-year. Mobile data indicates that Gemini gained 8 million new users, demonstrating the rapid growth of AI applications
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