Observed Signal · Nov 6, 2025 · Technical Release · Source: OnlineMarketing.de · Impact: 4/5 · Sentiment: Neutral
Google to Run Ads in Gemini AI
Robby Stein, Google's VP of Product for Search, signals broader advertising expansion within Google's AI initiatives, including AI Mode and other AI services. He notes experiments and the potential for ads to appear in AI results, initially in the US, with plans to extend to Gemini and additional AI-powered products. The piece highlights Google's reliance on ad revenue, reporting $56.7 billion in ad revenue in Q3 2025, with YouTube Ads amounting to $10.3 billion. Stein describes anticipated ad formats that could support shopping contexts or complex AI queries, including recommendations within AI contexts. The article also mentions Pomelli, Google's AI marketing tool for SMEs, and draws a parallel to OpenAI's reported 2026 Ads in ChatGPT timeline. Timing and scope for German deployment remain uncertain.
Technical Release / Major Platform (Google) AI-driven ad integration
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Key Takeaways & Evidence Grounding
- Robby Stein discussed more ads in AI Mode and experiments in other AI services.
- Google generated $56.7B in ad revenue in Q3 2025; YouTube Ads accounted for $10.3B.
- First AI Mode ads are being tested, primarily in the USA, with potential broader AI service integration.
- Google is finalizing how Ads could appear in AI services like Gemini; new ad formats discussed.
- Pomelli is Google's AI marketing tool for SMEs.
Connected Companies & Entities
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Related Market Signals & Shifts
Recent verified developments and strategic activity across this market segment.
Google May Add Ads to Gemini
Google is reportedly considering adding advertising to Gemini, its AI chatbot, as the company looks for new monetization paths in response to changing search behaviour and competition from ad-supported chatbots. Android Authority reported the plan and Google Chief Business Officer Philipp Schindler said on the Q1 2026 earnings call the company is open to integrating ad formats into Gemini. Google already places ads in its “AI Overviews” and is testing a dialogue-oriented AI search mode. The article notes that OpenAI has introduced ads in ChatGPT and is pursuing sizable ad revenue targets, which appears to have influenced Google’s stance. Details on which users would see ads and the exact ad formats remain unclear; Google reportedly signalled agencies in December that ad options for Gemini could arrive this year.
Google Marketing Live: Google unveils AI ad and commerce tools
At Google I/O 2026, Google announced a major overhaul of Search toward a conversational, AI-driven experience — introducing an “AI Mode,” AI Overviews that include a chat box for follow-ups, and support for automated AI agents. Elizabeth Reid, leader of Google’s Search organization, called it the biggest upgrade to the search box in 25+ years. The changes (demonstrated alongside new ad and commerce tools) have prompted user backlash and publisher concern that AI answers will reduce clickthroughs. TechCrunch’s article recommends alternative search engines and tools — Kagi, DuckDuckGo, Startpage, &udm=14, Brave, and Ecosia — as options for users seeking ad-free, privacy-preserving, or AI-free search experiences.
Google Says AI Ads Lift Online Sales Up to 80%
Google says its AI-powered advertising tools and new shopping integrations are producing measurable results for some brands, citing examples like Aritzia seeing an 80% revenue lift after adopting AI Max. The company reported more than $400 billion in 2025 revenue, with Q4 ad revenue of $82.28 billion and YouTube ad revenue of $11.38 billion. Google is testing ads inside its Gemini-powered AI search (AI Mode), a “business agent” feature that lets retailers shape brand voice (early adopters include Poshmark and Reebok), and a pilot called “direct offers” with brands such as E.l.f. Beauty, Chewy and L’Oréal. Google also introduced the Universal Commerce Protocol with Shopify to enable purchases inside AI conversations. Competitors including Amazon, OpenAI and Perplexity are also experimenting with ads in AI search, with mixed results so far.
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