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US Tech & AI

Shopify says AI traffic is up 7x since January, AI-driven orders are up 11x

By Eric November 5, 2025

In its recent third-quarter earnings call, Shopify’s leadership expressed strong optimism about the future of AI-powered shopping agents, highlighting the transformative potential of artificial intelligence in the e-commerce landscape. Shopify CEO Tobi Lütke described AI as an “incredible tool” that can empower a new wave of entrepreneurs, democratizing access to advanced technology that was previously reserved for larger businesses. By integrating AI capabilities, Shopify aims to enhance the online shopping experience, making it more personalized and efficient for consumers while simultaneously providing small business owners with innovative tools to thrive in a competitive market.

Lütke’s comments reflect a broader trend in the tech industry, where AI is increasingly viewed as the “biggest shift in technology since the internet.” For instance, AI shopping agents can analyze consumer behavior, preferences, and trends to deliver tailored product recommendations, streamline the purchasing process, and even assist with customer service inquiries. This level of personalization not only improves customer satisfaction but also drives sales by effectively matching products with the right audience. Shopify’s commitment to harnessing AI technology aligns with its mission to support entrepreneurs, enabling them to leverage cutting-edge tools that can elevate their businesses, regardless of their size.

As Shopify continues to innovate, it is likely to roll out new AI features that will enhance its platform. This could include advanced analytics for merchants, automated marketing tools, and enhanced inventory management systems, all powered by AI. By positioning itself at the forefront of the AI revolution, Shopify is not just adapting to the evolving e-commerce landscape but is also setting the stage for the future of retail, where technology and entrepreneurship go hand in hand. As the company navigates this exciting frontier, it will be interesting to see how these developments unfold and what new opportunities they will create for entrepreneurs worldwide.

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Shopify is bullish on AI-powered shopping agents, citing AI as an “incredible tool” to enable more entrepreneurs and calling it the “biggest shift in technology since the internet” during its third-quarter earnings call.

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