Shopify Says AI Search is Driving Surging Traffic and Sales, Not Replacing Google

gaganghotra_ · x · 2026-08-10

Shopify's President stated during an earnings call that AI search is acting as a complement to traditional search rather than a substitute, significantly benefiting the long tail of e-commerce, particularly smaller merchants.

Unlike the measurable drop in click-through rates for online publishers caused by AI summaries, Shopify views AI as a major boon to its business. The company reported that AI-driven traffic and orders to Shopify stores tripled year-over-year in the second quarter.

Shopify emphasized that AI is not taking share from traditional search. Search remains one of their largest sources of buyer traffic and continues to grow alongside AI-driven discovery.

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