For nearly a year AI Mode ran with almost no publisher-facing measurement. Its traffic entered Search Console on June 16, 2025, but lumped into the "Web" search type with no filter, making AI Mode clicks impossible to separate from classic results.
The Search Generative AI performance reports announced June 3, 2026 finally give dedicated reporting (AI Mode, AI Overviews and Discover AI, rolling out to a subset of site owners), but impressions only: Google still does not report AI Mode clicks as such.
Retailers get a parallel surface. Merchant Center AI performance insights, announced a week earlier, reports a brand's share of voice on shopping journeys that start in AI Mode, AI Overviews or the Gemini app, in five countries and with no ship date yet. It reports share rather than clicks, so the same gap applies.
That asymmetry defines the beat. Google says the AI shift is additive (Sundar Pichai in February 2026: AI Mode is not cannibalizing core Search; Liz Reid in August 2025: organic clicks "relatively stable" year over year), and publishers have no independent data to test either claim.
What is known about behavior inside AI Mode, per Alphabet's Q4 2025 earnings: queries run about three times longer than classic searches, roughly 1 in 6 are voice or image, and daily queries per US user doubled in the product's first year. On the citation side, Google redesigned AI Mode's inline links in December 2025 to show more of them with contextual introductions.
The little independent measurement that exists comes from clickstream panels, and it says AI Mode's share of search volume is still small.
SparkToro found 0.34% of US searches moved into AI Mode between January and April 2026, and Similarweb counted 279 million AI Mode visits in May 2026 against 126 million a year earlier.
Neither is comparable with Google's 1 billion monthly users, which counts people rather than searches, and both are single panels; together they suggest fast growth from a small base rather than a surface that has already displaced the classic results page.
What site owners can do today: keep content indexable and snippet-eligible (the same nosnippet, max-snippet and noindex controls that govern AI Overviews apply here, while Google-Extended does not affect AI Mode at all: it only governs Gemini model training).
Use the new Search Console control if you want out of Google's AI features entirely.
And watch France, which went live on July 22, 2026 under commitments to a publisher opt-out, AI-traffic transparency and neighboring-rights compensation, terms that could become the template elsewhere.
There is no evidence-backed "AI search optimization" discipline separate from ranking well and answering clearly, so the playbook in how to appear in AI Overviews is the working guidance for AI Mode citations too.
With one measured caveat. SISTRIX found the two surfaces citing different domains 83% of the time on the same prompt, and AI Mode swapping 56% of its cited domains every week while most AI Overviews never swap any.
Nothing in that points to a separate lever to pull, but it does mean visibility in AI Mode is far less durable than a place in an overview, and doing well in one surface does not imply the other.