Sensor Tower State of AI 2026 Report: Global Time Spent on Generative AI Apps Projected to More Than Double Year-Over-Year
Summary
Sensor Tower’s State of AI 2026 report shows rapid expansion in generative AI engagement, spending, and ad activity across mobile and web. Global time spent on Gen AI apps is projected to more than double year over year, while AI app in-app revenue is on pace to exceed $4 billion in H1 2026. ChatGPT reached 1 billion monthly active users faster than any mobile app in history, but its audience share is now facing stronger competition from Gemini and Claude. The report also highlights AI’s growing impact on shopping behavior, where referrals from AI assistants are rising and conversion rates are improving for tools like Amazon Rufus. AI-themed advertising and app descriptions are also accelerating, showing that AI features have become a core market expectation.
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