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Google Faces A New Threat From AI-Driven Search — And From Users Who Want Less AI

More than three years after the launch of ChatGPT, Google continues to dominate the global search market, although the rapid adoption of generative AI tools is contributing to changes in how users discover and access information online.

While Google still accounts for roughly 90% of the search market, competitors are reporting increased activity. DuckDuckGo recently said installation rates are rising by as much as 40% per week, while Microsoft’s Bing surpassed one billion users for the first time during the last quarter.

At the same time, app rankings and usage data suggest that AI assistants are becoming a larger part of the search landscape. ChatGPT currently ranks among the most downloaded free applications on Apple’s iOS platform, while Anthropic’s Claude and Google Gemini continue to gain visibility among consumers exploring AI-powered alternatives.

AI Backlash Is Creating A Market For Alternatives

Not all users, however, are embracing AI-driven search experiences.

A Pew Research Center study published in March found that roughly half of Americans felt more concerned than excited about the growing role of artificial intelligence in everyday life. For some users, that has translated into a preference for more traditional search experiences.

DuckDuckGo recently introduced browser extensions that allow users to access noai.duckduckgo.com, a version of its search engine designed to remove AI-generated features and summaries.

Lily Ray, vice president of search engine optimisation and AI search at Amsive, said some users still prefer to navigate search results independently rather than rely on AI-generated responses.

“A lot of people use Google because Google is like the front page of the internet, but they want to go on these journeys and do the clicking and searching themselves and make their own decisions,” she said. “They want to be in control of the process.”

Google’s Talent Drain Adds To The Pressure

Alongside changes in user behaviour, competition for AI talent remains intense across the technology sector. Last week, Noam Shazeer, vice president of engineering and co-lead of Gemini AI, announced his departure from Google for OpenAI. Shortly afterwards, DeepMind vice president and engineering fellow John Jumper said he would be joining Anthropic.

Following the announcements, Alphabet shares declined 5% on Monday. Analysts at Jefferies, however, described the departures as part of a broader industry-wide competition for AI talent rather than evidence of company-specific weakness.

According to the firm, frontier AI companies continue to compete aggressively for researchers and engineers as demand for specialised expertise increases.

Why Google Cannot Afford To Stand Still

For Google, generative AI has represented an existential risk since ChatGPT’s launch in late 2022. The threat is twofold. First, Google could lose market share as users move to new search tools. Second, in trying to compete, it could cannibalize its own search business in favor of a new information model that has yet to prove itself as a durable ad platform.

Advertising still accounts for about three-quarters of Alphabet’s revenue. That margin-rich business funds everything from long-term bets such as Waymo to massive spending on AI infrastructure, which now approaches $200 billion.

At its annual developer conference last month, Google said it would redesign the search box for the first time in 25 years, moving the “AI Mode” button directly into the box. The search button, by contrast, now sits below it.

“This is the biggest upgrade to our iconic search box since its debut over 25 years ago,” Elizabeth Reid, who leads Google’s search organization, said at the event.

Google’s image-generation tool Nano Banana is also accessible from the search box via the plus button. On the Google Search mobile app, a large “AI Mode” button now sits nearly side by side with the standard search field.

Publishers, Users And Regulators Respond

Google’s challenge is no longer confined to user preference. It also extends to publishers, many of whom say traffic has fallen as AI summaries reduce the need to click through to outside websites.

Studies from data firms such as SparkToro and Similarweb suggest that roughly 68% of Google searches now end without a single click to an external site. That dynamic has alarmed publishers and content owners who depend on search referrals for reach and revenue.

Condé Nast CEO Roger Lynch recently said his company has been planning for declining search traffic for years. “Last year, I told our teams to assume there’s no search,” he said. “You have to have your business plan as if search is zero.”

The concern is not limited to the open web. Google has also been sued in connection with alleged harms tied to chatbot use, while the company and OpenAI have both faced wrongful death lawsuits filed by families of people who allegedly committed violence and self-harm after interacting with AI systems.

Google, for its part, has acknowledged the size of the shift. In a court filing last year amid its antitrust dispute with the Justice Department, the company said the open web was “already in rapid decline,” a statement that stood in contrast to its more public defense of search.

The Market Still Believes In Google — For Now

Despite recent volatility, Alphabet shares remain more than 100% higher than a year ago. The company continues to invest heavily in artificial intelligence while maintaining a dominant position in search.

During the latest earnings call, CEO Sundar Pichai said AI-powered products such as AI Overviews and AI Mode are driving higher levels of engagement and helping increase overall search activity.

“AI continues to drive search usage, and queries are at an all-time high,” Pichai said.

As AI tools become more deeply integrated into search products, technology companies are balancing several competing priorities: improving user experiences, supporting publishers, developing sustainable business models, and responding to evolving consumer preferences. The pace of adoption suggests that AI will remain a central focus of competition across the search industry in the years ahead.

Europe’s Deadly Summer Heat Exposed The Cost Of A Warming Continent

Europe experienced its deadliest summer for heat-related deaths on record in 2026, with an estimated 24,400 excess deaths linked to extreme temperatures across 30 countries. Researchers estimate that human-induced climate change was responsible for around 32,000 of the deaths attributed to heat in the study’s broader analysis, accounting for 65% of the total.

The findings highlight the growing public-health consequences of global warming, largely driven by fossil fuel use, as extreme heat becomes more frequent and severe.

A Summer Of Dangerous Heat

Between June and August, heatwaves pushed temperatures in Western Europe to an average of 2.9°C above the 1991–2020 norm, with some days reaching 12°C above average. Nearly a third of estimated heat-related deaths occurred during a particularly intense heatwave between 17 June and 1 July.

“These numbers are a stark reminder that our hotter, more extreme summers are having an increasingly severe impact on public health,” said Dr Clair Barnes, a researcher at Imperial College London and co-author of the study.

The estimated toll exceeded previous peaks of around 29,000 deaths in summer 2022 and 28,000 in 2003 across the region studied.

How Researchers Estimated The Toll

Researchers modelled the relationship between temperature and mortality across 854 urban areas in the EU, UK, Norway and Switzerland, covering around 40% of the population in the 30 countries studied.

The analysis incorporated temperature records, age, socioeconomic conditions, environmental factors and access to healthcare. By comparing actual temperatures with those expected without human-induced warming, the team estimated the additional deaths attributable to climate change.

Final official mortality figures for summer 2026 are not yet available in many countries, and heat-related deaths are often underreported because their effects can be difficult to identify directly.

Older People Face The Greatest Risk

People aged 85 and over accounted for roughly half of the estimated deaths. However, the impact extended across age groups, with around 800 excess deaths among adults aged 20–44 and approximately 6,000 among people under 65.

Southern Europe experienced the highest mortality burden, reflecting hotter temperatures and other vulnerabilities, including air pollution, limited green space and unequal access to healthcare and heat-alert systems.

Italy, France And Spain Record Highest Toll

Italy recorded an estimated 13,303 heat-related excess deaths, followed by France with 7,268 and Spain with 6,824. Germany recorded around 6,340, while the UK saw an estimated 4,354 deaths.

In the UK, the heat also placed significant pressure on healthcare services. Andrew Hartle, Professor of Practice of Anaesthesia at Imperial College Healthcare, said demand during the summer resembled that of a severe winter virus season.

Cities Urged To Strengthen Heat Protection

Researchers say cities can reduce the risks through climate shelters, external shading and building retrofits, alongside measures to help residents avoid exposure during the hottest hours. Checking on vulnerable people, staying hydrated and following heat alerts are also important.

The researchers stress that adaptation must go hand in hand with reducing fossil fuel use to limit further warming. The findings underline that extreme heat is already a major public-health threat across Europe, with thousands of lives at risk each summer.

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