According to digital market intelligence firm Similarweb, the increasing adoption of AI-driven news consumption is outpacing traditional web traffic metrics. While ChatGPT's news-related query volume has surged by 212% between January 2024 and May 2025, this growth remains insufficient to offset the significant decline in direct web clicks.
Google's AI Overviews feature, launched in May 2024, has accelerated this trend, with "zero-click" news searches rising from 56% to nearly 69% by May 2025. Organic traffic to news sites has plummeted from over 2.3 billion monthly sessions in mid-2024 to under 1.7 billion currently.
News publisher traffic patterns reveal stark contrasts: ChatGPT recommendations to news websites grew 25-fold from under 1 million in May 2024 to over 25 million by May 2025. However, this pales in comparison to the declining organic search traffic crisis facing the industry.
Emerging leaders in AI-driven news distribution include Reuters (8.9% year-over-year growth), New York Post (7.1%), and Business Insider (6.5%). In contrast, The New York Times - which is suing OpenAI over alleged unauthorized content scraping - maintains only 3.1% growth despite remaining in ChatGPT's top 10 referral sources.
Similarweb's analysis indicates thematic shifts in AI news consumption: financial, sports, and stock-related queries dominate current demand, but categories like politics, economics, and weather are showing notable growth. This suggests a transition from reactive information consumption toward more problem-oriented engagement patterns.
As AI recommendation ecosystems mature, ChatGPT's user base has expanded significantly - app users have doubled in six months while web visitors increased by 52%. Similarweb now offers a brand monitoring service tracking how brands appear within generative AI tools compared to competitors.
Google's recent Offerwall initiative aims to help publishers diversify revenue streams beyond ad-based monetization. Through this service, publishers using Google Ad Manager can implement subscription models, microtransactions, or newsletter signups to access content. Many media companies have already adopted paywalls or other monetization strategies amid significant staff reductions and business closures.
OpenAI CEO Sam Altman acknowledged AI's disruptive impact on labor markets during a recent interview with The New York Times' Hard Fork podcast: "I do believe that some jobs will disappear, or perhaps entire categories of work... Even if it benefits society and the economy overall, any lost jobs represent real pain at the time... There will be real hardship in many cases."
