Search Is Moving From Intent Capture to Intent Creation with Recommendations (And Ads)

Traditional search advertising has always focused on capturing existing demand. A customer searches for “women’s waterproof hiking jacket,” and brands compete to appear in results. Pretty straightforward. With AI, search experiences are different. They generate curated responses, recommendations, and product comparisons directly within the search journey. That means customers can discover products without performing multiple searches or browsing separate retailer websites.

For e-commerce brands, this shifts the competitive battleground significantly earlier in the customer journey when it comes to who qualifies to appear inside AI-driven recommendations in the first place.

The New Ranking Factor: Product Understanding

One of the biggest changes AI search introduces is how Google evaluates products. Historically, advertisers focused heavily on keywords, bidding strategies, and campaign structure. While these elements remain important, AI-driven discovery relies far more heavily on structured product data and feed optimisation.

In simple terms, Google must understand a product before it can recommend it in a conversation with an individual in AI search. That understanding comes primarily from product feeds: titles, descriptions, attributes, pricing signals, stock accuracy, promotional messaging, and contextual relevance now play a much larger role in determining visibility across search environments.

The brands with richer, more structured product data are significantly more likely to appear in AI-generated results and brands with incomplete or inconsistent data risk becoming invisible.

Visibility In AI Search Is Becoming More Competitive

AI search also introduces new challenges around performance measurement, but also opens the playing field to smaller brands.

Brands often assume rising CPCs or declining return on ad spend are caused by competitor activity or bidding inefficiencies. Increasingly, the issue is visibility eligibility and whether Google’s AI understands and trusts a product enough to recommend it.

AI-generated placements are more complex than traditional paid search as they sit across multiple discovery environments, recommendation panels, and conversational results, where visibility is harder to track directly. Without visibility tracking and competitor monitoring, many brands are optimising performance blindly.

AI Search Rewards Curated Feeds, Not Just Budget Size

There is a widespread assumption that AI search will favour larger retailers with bigger budgets. In reality, the opposite may prove true.

Large retailers often struggle with feed consistency across vast product catalogues, fragmented data systems, and slower operational agility. Mid-sized ecommerce brands frequently have the advantage of faster optimisation cycles and greater control over product data quality.

AI search prioritises relevance, completeness, and accuracy. These are operational capabilities, not purely financial ones. Brands that invest in feed optimisation, automated data enrichment, and continuous performance monitoring will likely outperform competitors relying on scale alone.

Why This Shift Is Happening Now

Google’s move toward AI search is driven by changing consumer behaviour. Shoppers increasingly expect curated, personalised product recommendations rather than manual comparison research.

AI allows search engines to act less like directories and more like personal shopping assistants, which is what customers are expecting.

This evolution mirrors broader e-commerce trends, including algorithm-led product discovery on social commerce platforms. Search is simply catching up!

The Risk of Waiting to Adapt to AI Search

Many e-commerce brands are taking a cautious approach, viewing AI search as an experimental feature rather than a structural change. In our opinion, there is no loss to invest in optimising your product feed even if AI search is not your brand's priority.

If you get in now, you can benefit from lower competition, faster learning curves, and stronger algorithmic trust signals. 

We are not claiming that AI search is replacing traditional paid search overnight, but it is steadily expanding the environments where purchasing decisions are influenced.

Search Is Becoming Discovery Infrastructure

The introduction of ads into AI-generated results signals something larger than a new advertising format. It reflects a shift in how search engines function together with customers within e-commerce ecosystems. Search is becoming a discovery infrastructure that connects product data, user behaviour, and AI recommendation models into a unified experience.

Paid media success is no longer just about bidding smarter, but being discoverable in environments where customers are no longer searching in traditional ways.

 

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