Where AI search actually won — and where it still has not
AI owns early research and question-answering. Traditional search still owns brand-specific navigation, localised search, and most transactional intent. Direct navigation grew at both of their expense.
The headline version of the AI search story — 'ChatGPT is replacing Google' — is too simple. The measurable story is more interesting. AI engines have taken a meaningful share of commerce-intent queries, but unevenly. Early-funnel research (category education, broad comparison, 'what should I consider') has moved most heavily. Mid-funnel comparison is split. Late-funnel question-answering (fit, safety, compatibility) has also moved. Transactional searches (brand name, specific SKU, 'buy X') remain dominated by Google plus direct navigation. And direct navigation itself has grown, partly at the expense of both Google and AI engines — shoppers who trust a brand go straight to the site.
- Category education
- 'What is moissanite' — AI-dominant. Shoppers consistently start here in ChatGPT, Perplexity, or Gemini rather than Google.
- Broad option comparison
- 'Best moissanite rings' — AI-leading with Google still competitive. Both get meaningful share.
- Focused comparison (X vs Y)
- 'Brand A vs Brand B' — near-50/50 split. Traditional search still strong because the comparison pages have existed longer.
- Specific SKU or brand lookup
- 'Brand A collection name' — Google-dominant plus direct navigation. AI engines rarely get the targeted traffic.
- Transactional ('buy X')
- Google-dominant with paid search claiming most of it. AI engines are not yet a meaningful share of transactional queries.
- Post-purchase questions
- 'How do I clean X', 'does it fit' — AI-dominant. Shoppers ask these in ChatGPT or Gemini rather than Googling.
21%
of commerce-intent search queries routed through AI engines in Q1 2026 (up from 8% in Q1 2025)
Surfient commerce search research, 620,000 commerce queries sampled across browser panels and engine telemetry where available, January-March 2026.
Who uses AI search — demographic and context patterns
Younger shoppers over-index on AI for research. Older shoppers over-index on Google. High-consideration categories see more AI; commoditised ones less. Context matters more than stereotypes.
The 'Gen Z uses AI, Boomers use Google' framing captures some truth but oversimplifies. The more accurate picture is that usage patterns vary by age, by category, and by moment in the shopper journey. Younger shoppers (18-34) do over-index on AI engines, especially for open-ended research. Older shoppers (55+) still prefer Google as the default. But context shifts the pattern — a 60-year-old researching a hearing aid behaves more like a 25-year-old researching a ring than like a 60-year-old buying socks. High-consideration purchases drive more AI engagement regardless of age.
- Age 18-34
- Over-index on AI for research queries, near-parity for transactional. Multi-tab behaviour common — ask ChatGPT, then verify in Google, then buy.
- Age 35-54
- Closer to parity for research. Google-dominant for transactional. Higher use of Google AI Overviews as a bridge.
- Age 55+
- Google-dominant across the board, but AI Overviews (inside Google Search) reach this group indirectly — they read AI answers without consciously choosing an AI engine.
- High-consideration categories
- Jewellery, electronics, furniture, appliances — AI engagement 2-3x higher than commoditised categories. Dollars on the line drive research depth.
- Commoditised categories
- Groceries, basic apparel, consumables — AI engagement lower. Purchase is often habitual or direct-navigation.
What the shifts mean for the shopper funnel
Research phase: AI-first. Comparison phase: mixed. Purchase phase: traditional-search plus direct. Retention phase: AI again for support questions. Four distinct phases, each requiring a different content response.
The phase-by-phase split is what actually drives content allocation decisions. A Shopify brand that understands which phases AI has captured and which phases are still traditional-dominant can allocate content and schema work accordingly, rather than over-investing in either direction.
- 1Research phase (shopper is exploring a category). AI-first. Invest in information-gain content, category buying guides, and AI-indexable schema. Classic SEO still contributes, but the centre of gravity is AI.
- 2Comparison phase (shopper is narrowing options). Mixed. Invest in comparison pages that work for both AI citations and traditional rank. Honest competitor comparisons do double duty here.
- 3Purchase phase (shopper is ready to buy). Traditional search plus direct navigation dominates. Invest in product schema, merchant feeds, brand SEO, and paid search. AI visibility is still useful but secondary.
- 4Retention phase (post-purchase questions and re-engagement). AI-first again. Invest in FAQ content, HowTo schema, and care-guide articles that get cited in AI when shoppers ask 'how do I maintain this'.
The signals AI engines read that Google does not — and vice versa
Schema and information gain matter more for AI; page speed and backlinks still matter more for Google. The overlap is larger than the headline suggests.
The two surfaces are less divergent than many GEO narratives claim. Clean Product schema, first-party reviews, complete Organization schema, and page speed all matter for both. The differences cluster around specific signal families — AI engines weight information gain and content freshness more heavily, Google still weights backlinks and domain authority more heavily. A brand doing well on either surface is usually doing well on the other.
- Schema and structured data
- Equally critical for both. JSON-LD Product, FAQPage, HowTo, Organization feed both AI retrievers and Google Rich Results.
- First-party reviews
- Critical for both. Higher weight in AI retrieval; still meaningful in Google.
- Information gain
- AI-weighted heavily. Google rewards it too but less aggressively. Summary content still ranks in Google; barely gets AI-cited.
- Backlinks and domain authority
- Google-weighted heavily. AI retrievers read link corroboration but weight it less. A well-backlinked domain without first-party content loses ground in AI.
- Page speed (Core Web Vitals)
- Google-weighted heavily. AI crawlers have stricter time budgets so speed matters for access, but Google's signal is more explicit.
- Content freshness
- AI-weighted heavily. Google reads it too, but stale evergreen content still ranks well in Google when AI engines would de-prioritise it.
“Brands who plan for AI search and traditional search as one overlapping programme rather than two competing ones produce the best results. The overlap is genuinely 70-80% of the signal work; the 20-30% differences are where specialisation earns its keep.”
How to allocate content and technical budget across the two
60-70% on overlapping signal work (schema, reviews, product data, speed). 20-25% on AI-specific leverage (information-gain content, llms.txt, ai-sitemap). 10-15% on traditional-only leverage (link building, technical SEO).
Budget allocation is the question most brands eventually get to. The answer is less exciting than 'shift everything to GEO' but more useful: most of the work covers both surfaces, a meaningful chunk is AI-specific, and a small chunk is still traditional-only. The 60-20-15 split below is the allocation we recommend to most Shopify brands — with variance by category and maturity.
- Overlapping work (60-70%)
- Schema rollout, review programme, Organization signal completeness, page speed, mobile optimisation, core content quality. All of this serves both surfaces.
- AI-specific work (20-25%)
- Information-gain content, llms.txt, ai-sitemap.xml, metafield depth for retrieval, AI crawler access, visibility measurement.
- Traditional-only work (10-15%)
- Link building for transactional queries, technical SEO nuances (hreflang, canonical edge cases), SERP-specific features (featured snippets, people also ask).
How to adjust the split
- Category skews: high-consideration, high-AI categories (jewellery, electronics) shift towards 50-30-20 in favour of AI. Commoditised categories shift the opposite way.
- Maturity skews: brands starting from zero AI visibility shift temporarily to 40-50-10 until the basics are in place, then settle back to the baseline.
- Competitor skews: brands in categories where competitors have heavily invested in AI shift more towards AI-specific work to keep share of voice.
Three decisions every Shopify brand should make this quarter
Measure the current split, re-allocate the content plan to match the funnel phases, and commit to overlapping-work-first for the next six months.
If you have read this far and are still on an implicit 90-10 split between traditional and AI, the three decisions below are the ones worth making this quarter. None of them are large commitments; all three are reversible; the compounding effect of doing them together is meaningful.
- 1Measure your current AI-share by category. Run a 30-prompt panel across ChatGPT, Perplexity, and Google AI Overviews. Record citation rate and share of voice. Cost: a few hours or a vendor tool.
- 2Re-allocate the content plan so it explicitly covers all four funnel phases — not just transactional. If research-phase content is under-resourced, shift one content slot per month into it.
- 3Commit to overlapping-work-first. Before shipping any AI-only or traditional-only work, make sure the overlapping foundation (schema, reviews, product data, speed) is solid. The returns on that foundation compound on both surfaces.