Google has publicly stated that its integration of AI features in its search engine has not harmed web traffic, contradicting various industry reports suggesting otherwise. The company maintains that AI enhancements are improving search quality by driving more queries and generating higher quality clicks. Despite concerns from publishers and content creators about declining referral traffic, Google insists that AI overviews and modes are not negatively impacting overall traffic. Data from August 2025 indicates that AI agents currently hold 12.1% of the global search market share, while traditional Google search accounts for 88%, down 10 percentage points from July 2024. Meanwhile, ChatGPT has increased its global search share by 0.6% and doubled its US growth to 1%, according to Wells Fargo's August 2025 Consumer AI Agent Monitor. This shift reflects ongoing changes in the search landscape, with Google facing some share loss in the US but maintaining overall growth in global usage.