I recently came across an intriguing study that shows AI tools are now responsible for generating 45 billion monthly sessions globally. This accounts for an impressive 56% of all search engine activity, according to Graphite.io CEO Ethan Smith.
The analysis combines web and mobile app usage across leading AI platforms and suggests that AI activity matches 56% of global search use and 34% in the U.S.
The surge is particularly evident in mobile applications like ChatGPT, Gemini, Perplexity, Grok, and Claude.
Why it matters: AI is broadening the horizons of discovery, rather than limiting the demand for search. Since 2023, combined usage across search engines and AI assistants has increased by 26% globally. It’s clear that having visibility in both LLMs and traditional rankings is crucial.
Key insights: The report dives into the performance of the top five LLM products—ChatGPT, Gemini, Perplexity, Grok, and Claude—and compares them to the biggest search engines. Here are some standout insights:
AI platforms generate 45 billion monthly sessions worldwide.
Within the U.S., AI accounts for roughly 5.4 billion monthly sessions.
An astounding 83% of global AI usage takes place within mobile apps (75% in the U.S.).
ChatGPT is leading the charge, representing 89% of AI sessions globally.
When looking at search-like prompts, AI usage constitutes 28% of the global search and 17% within the U.S.
The report leaves out prompts in the “doing” or “expressing” categories. According to OpenAI, around 52% of prompts focus on seeking information, akin to traditional search queries.
Reading between the lines: Most forecasts comparing AI and search focus only on website traffic, often just Google.com and ChatGPT site visits. This approach overlooks much of AI’s impact.
The research suggests these comparisons undervalue AI activity by a factor of 4-5 times because a significant chunk occurs on mobile apps.
The analysis takes into account various LLMs and search engines, rather than only comparing Google and ChatGPT.
What to keep an eye on: Google remains a dominant force in discovery, but the report estimates its share of search-related activity has declined from 89% in 2023 to 71% by the fourth quarter of 2025.
While global AI usage seems stabilized since July 2025, the U.S. usage is still on a rapid climb—up about 300% year over year by December 2025.
The full report. For more depth, you can read the analysis titled AI Is Much Bigger Than You Think.
Inspired by this post on Search Engine Land.
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