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Google’s online dominance Is showing signs of cracking in AI era

CNBC · Jun 23, 2026, 12:00 PM · Also reported by 3 other sources

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  • More than three years into the generative artificial intelligence boom, Google has defied the many skeptics who thought Chat GPT would be the search giant's death knell.
  • Search engine Duck Duck Go is seeing install rates jump by up to 40% a week.

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More than three years into the generative artificial intelligence boom, Google has defied the many skeptics who thought Chat GPT would be the search giant's death knell. But cracks are forming in its core business.

Search engine Duck Duck Go is seeing install rates jump by up to 40% a week. Microsoft's Bing reached 1 billion users for the first time last quarter. And Google's search engine traffic is down slightly over the past month, while ChatGPT is up a tick.Google still controls 90% of the search market, its stock price has more than doubled in the past year and revenue growth in the first quarter was the fastest for any period since 2022. But the AI concern persists as more people turn to chatbots as their preferred method to track down information. ChatGPT consistently ranks as the top free app on Apple iOS, and Anthropic's Claude is currently eighth, one spot behind Google Gemini.

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