New Browser Release
OpenAI is set to release its own AI-powered web browser within weeks, aiming to transform the way consumers browse the internet. This move could grant OpenAI more direct access to valuable user data, a key driver of Google’s business success.
Impact on Market
If adopted by ChatGPT’s 400 million weekly active users, OpenAI’s browser could put significant pressure on Google’s core advertising revenue. Chrome, currently holding over two-thirds of the global browser market, is a crucial pillar for Alphabet, contributing about 75% of its total revenue.
Browser Features
The new browser is designed to maintain user interactions within a native chat interface, similar to ChatGPT, streamlining web navigation. It’s part of OpenAI’s broader strategy to integrate its services into both consumers’ personal and professional lives.
Competitive Landscape
OpenAI faces intense competition from established players like Google and Apple. Despite these challenges, OpenAI is expanding into hardware and AI agent integration, aiming to let its browser perform tasks like reservations or form-filling directly on behalf of users.
Market Context
As of 06/2025, Google Chrome dominates with over 3 billion users and more than 66% market share, followed by Apple Safari at 16%. OpenAI recently reported 3 million paying ChatGPT business users, underscoring its rapid growth and ambition in the sector.
