AI-driven traffic is growing fast, but still lags far behind Google Search dominance. New data from Similarweb reveals a massive 357% year-over-year increase in AI referrals, totaling over 1.13 billion in June 2025. However, Google Search remains king, driving 191 billion referrals in the same month.

AI Is Changing How People Find Websites

AI platforms like ChatGPT, Gemini, Claude, and Perplexity are now significant sources of web traffic.

This reflects a massive shift in how users discover information online. While Google still dominates, AI tools are steadily gaining ground.

News and Media Sites Are Feeling the Shift

One of the biggest impacts has been on the news and media industry. With declining Google traffic, publishers worry about a future they call “Google Zero” — a day when Google stops referring readers to their sites altogether.

Key stats:

For example:

Not all news sites benefit equally. The New York Times, for instance, blocks AI platforms due to its legal battle with OpenAI over content usage.

Top News Sites by AI Referrals in June 2025

According to Similarweb, the following publishers led AI-driven traffic last month:

These publishers are reaping the benefits of being AI-friendly — either by optimizing content or allowing AI access.

Beyond News: AI Referrals Across Other Sectors

AI is not just reshaping media. It’s also sending traffic to e-commerce, tech, science, and business platforms.

E-commerce Leaders:

Tech and Social Media Leaders:

Note: OpenAI.com was excluded from the study because most of its traffic was from ChatGPT itself.

AI Referral Leaders by Category

Here’s a snapshot of which sites topped AI referrals in their specific fields:

Category

Top Site

AI Referrals in June

Video & Streaming

YouTube

31.2M

Science & Research

ResearchGate

3.6M

Government

Europa.eu

992.9K

Real Estate

Zillow

776.2K

Knowledge Sharing

Wikipedia

10.8M

Health

NIH.gov

5.2M

Finance

Investing.com

1.2M

Retail

Home Depot

1.2M

Travel

Kayak

456.5K

Fashion

Zara

325.6K

What Counts as an “AI Referral”?

AI referrals include traffic from platforms like:

These tools often provide direct links to websites after summarizing or answering a user’s query.

Why This Matters

AI is reshaping the internet’s traffic flow. While it’s still behind Google in raw numbers, its growth rate is explosive. For businesses and publishers, ignoring AI means missing out on a rapidly expanding channel.

This change is especially crucial for:

Key Takeaways