ChatGPT isn’t eating Alphabet’s lunch

For all the hype around OpenAI’s ChatGPT, which released a live web search function to compete with Alphabet’s Google last fall, way fewer people are using it than Google, according to a new report from Bank of America Global Research. While ChatGPT leads among AI competitors, including Google’s Gemini, it only makes up a tiny fraction of the traffic Google gets.

To wit: in January, daily global web traffic to Google was down 1% year over year to 2.7 billion. That same month, ChatGPT traffic was up 148% to 128 million.

Here’s what traffic looked like on ChatGPT, Bing, and Gemini:

Global daily web traffic among AI competitors — Bank of America Global Research

And here’s that same chart, but adding in Google:

Global Daily traffic compared to Google Search — Bank of American Global Research

As BofA put it, “AI based engines do not appear to be materially impacting Google search traffic or share, but could be capturing a healthy share of incremental AI driven activity.”

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Rani Molla4h

Uber jumps after unveiling Lucid robotaxi at CES

Uber shares jumped more than 5% after the company unveiled a production-intent robotaxi developed in partnership with Lucid and Nuro at the Consumer Electronics Show on Monday. The autonomous vehicle runs on Nvidia’s Drive AGX Thor computer. Nvidia itself announced a slate of autonomous hardware and software announcements at CES.

The companies said this fall that the San Francisco Bay Area will be the first market for the joint effort. The robotaxi is already being tested on public roads, with a commercial launch planned for later this year.

Uber + Lucid + Nvidia is just another example of the tangled web of partnerships in the autonomous driving space, where Nvidia is now becoming more and more prominent.

This is Uber's new robotaxi from Lucid and Nuro | TechCrunch

Uber + Lucid + Nvidia is just another example of the tangled web of partnerships in the autonomous driving space, where Nvidia is now becoming more and more prominent.

Rani Molla5h

Meta delays international Ray-Ban Display expansion thanks to “unprecedented demand” and “extremely limited inventory”

Meta said today that it’s delaying the early 2026 international expansion of its Ray-Ban Display glasses because of “extremely limited inventory” and “unprecedented demand.” The company didn’t specify whether the issue was more supply or demand, but has previously insisted its smart glasses are a hit.

Waitlists for the smart glasses, which are controlled with a band you wear on your wrist, extend “well into 2026.”

“We’ll continue to focus on fulfilling orders in the US while we re-evaluate our approach to international availability,” the company wrote. Expansion had been planned for the UK, France, Italy, and Canada.

In order to buy the smart glasses, consumers must do an in-person product demo to ensure the tech is “properly fitted to you,” according to Meta. Demos in New York City are unavailable for the next few weeks, the company’s scheduling website shows. It also notes that “that due to high demand, the product may be sold out and unavailable for purchase after your demo.”

Nvidia’s autonomous tech gives other automakers a chance to take on Tesla

Nvidia made a number of autonomous vehicle announcements at CES yesterday that should have Tesla worried.

Rani Molla6h

Jon Keegan23h

Report: Returns on Nvidia’s Omniverse business are underwhelming

Today in Las Vegas, Nvidia’s Jensen Huang will be taking the stage at the CES conference to show off his company’s latest innovations. If you’ve watched any of Huang’s impressive jargon-filled keynote speeches, you’ll notice that he gets extra animated when talking about “digital twins.”

Nvidia’s “Omniverse” platform allows companies to use Nvidia software and hardware to run large-scale simulations of factories and assembly lines.

The idea is that you can train your robots in Nvidia’s simulated environment, saving huge amounts of time and money. Huang is making a huge bet on this nascent product, and according to a new report, it isn’t exactly taking off.

The Information reports that much to Huang’s anger and frustration, the Omniverse offerings have yet to generate significant revenue.

According to the report, despite a long list of customers who Nvidia says are using Omniverse, some say the software is hard to use and fails to allow for simulating robot interactions with complex objects. The report also says Nvidia shuttered its Omniverse Cloud service in August of last year due to a lack of demand.

Nvidia has certainly successfully blazed trails into new categories before, but considering Huang’s enthusiasm for the Omniverse offerings, it is a rare stumble for the chip juggernaut.

Nvidia’s Big Ambitions to Solve Manufacturing Shows Slow Returns So Far

The Information reports that much to Huang’s anger and frustration, the Omniverse offerings have yet to generate significant revenue.

Nvidia has certainly successfully blazed trails into new categories before, but considering Huang’s enthusiasm for the Omniverse offerings, it is a rare stumble for the chip juggernaut.

Rani Molla1/5/26

Amazon brings its ChatGPT-style assistant online

Today, Amazon expanded access to its ChatGPT-style AI assistant, Alexa+, making it available on the web via Alexa.com.

Previously, Alexa+, which launched early last year, had mostly been accessible through Amazon devices like Echo smart speakers, but the site allows a broader audience to use the assistant, much like rivals such as OpenAI’s ChatGPT and Google’s Gemini.

In a press release, Amazon said that to “truly serve as a personal assistant, Alexa+ needs to be available wherever they are — at home, on their phone, and now on the web.”

The stock is up more than 2% in early trading.

Introducing Alexa.com, a completely new way to interact with Alexa+

In a press release, Amazon said that to “truly serve as a personal assistant, Alexa+ needs to be available wherever they are — at home, on their phone, and now on the web.”

The stock is up more than 2% in early trading.

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