Emerging AI platforms showed massive momentum in June, with Claude's web traffic growing 736% year-over-year and Gemini's by 341% year-over-year. Mobile daily active users also surged, with ChatGPT rising 51% year-over-year to 441 million and Gemini increasing 295% year-over-year to 118 million.
Rapid user growth for emerging AI models like Claude and Gemini signals sustained, aggressive demand for inference compute capacity.