On today’s podcast episode, we discuss which of the over 500 sessions will be the most interesting conversation at this year’s Advertising Week 2025 in New York. Join Senior Director of Podcasts and host, Marcus Johnson, Senior Director of Briefings, Jeremy Goldman, Analyst, Marisa Jones, and Senior Editor, Daniel Konstantinovic. Listen everywhere and watch on YouTube and Spotify.
Nvidia is putting $5 billion into Intel, buying common stock at $23.28 per share for a 4%–5% stake. The two companies plan to co-develop custom PC and data center chips that blend Nvidia’s GPUs with Intel’s x86 CPUs and manufacturing muscle, per ABC News. For Intel, it’s a last chance to remain relevant in advanced computing. For Nvidia, it’s a strategic hedge—ensuring supply resilience and expanding influence over x86 chip design. The partnership will reshape the semiconductor industry and strengthen US tech leadership.
Marketers agree creative drives results, but many still struggle to define and scale it. Taylor Stewart, global head of retail media engagement at TripleLift, joins EMARKETER’s Arielle Feger to discuss how brands are closing the creative gap by using AI, testing roadmaps, and full-funnel strategies to turn ideas into measurable performance.
Meta is back in licensing talks with publishers like Axel Springer, Fox Corp., and News Corp., marking a reversal from its 2022 exit from news payments. The move comes as AI tools like Google’s AI Overviews cut publisher traffic, pushing outlets to secure compensation. Meanwhile, Reddit is pressing Google for richer terms, citing undervaluation of its human-authored content under existing $203 million contracts. For publishers, licensing deals provide revenue but risk cementing dependence on platforms that control discovery. For marketers, the shift highlights how AI-driven answers—rather than search results or feeds—are becoming the gateways to consumer attention and content discovery.
Nvidia is putting $5 billion into Intel, buying common stock at $23.28 per share for a 4%–5% stake. The two companies plan to co-develop custom PC and data center chips that blend Nvidia’s GPUs with Intel’s x86 CPUs and manufacturing muscle, per ABC News. For Intel, it’s a last chance to remain relevant in advanced computing. For Nvidia, it’s a strategic hedge—ensuring supply resilience and expanding influence over x86 chip design. The partnership will reshape the semiconductor industry and strengthen US tech leadership.
Jimmy Kimmel Live has been pulled off the air after FCC chair Brendan Carr, a Trump appointee, threatened Disney and ABC over the host’s political monologue. Carr called Kimmel “talentless” and suggested the FCC could leverage broadcast license renewals to punish Disney, a move critics see as regulatory overreach. The standoff highlights the growing risk of political retaliation in broadcast media. Advertisers and networks now face new uncertainty: satire has long defined late-night programming, yet even the suggestion of FCC intervention could pressure networks to self-censor and brands to reconsider ad placements.
Snap introduced Snap OS 2.0, the software powering its AR Spectacles on Monday. The update brings a native browser with WebXR support with a customizable home screen and widgets, bookmarks, and multitasking features like window resizing. For marketers, the release signals that vertical, immersive formats will move off the phone and into ambient spaces. Brands should test AR-ready creative now, as early adopters of wearable platforms will shape consumer expectations when Snap, Meta, and Amazon push glasses into the mainstream.
Google, the latest Big Tech company to reach a $3 trillion market cap, is committing £5 billion ($6.39 billion) to expand its UK footprint and anchor AI and cloud growth in one of its most important ad markets. Google expects the expansion to help drive as much as £400 billion (about $511 billion) in AI-related economic activity for the UK by 2030 while supporting about 8,000 local jobs annually. By building infrastructure, tech giants are laying the groundwork for ad expansion across Europe. Each multibillion-dollar bet buys influence, regulatory goodwill, and a stronger grip on the region’s digital backbone.
Heading into the holiday shopping season, US adults plan to spend over $900 on average on consumer tech products, but they’re concerned about tariffs and prices, per a new CNET survey. Consumers’ top four worries revolve around costs, including tariffs and pricing (52%), finding quality tech at affordable prices (48%), affording new tech (38%), and straining finances (26%). Retailers and consumer tech brands will need to prove their value to earn sales. Bundles are a good bet, and short-term free subscription offers will likely bring in shoppers that could convert to recurring subscription revenues down the road.
Meta Connect, the company’s annual developer conference, will highlight how it’s weaving AI, VR/AR hardware, and ad technology across its platforms. Meta is expected to shift its multibillion-dollar bet from VR to smart glasses. Meta is shifting from experimental hardware to AI as the company’s true growth engine. Smart glasses may grab headlines, but the near-term payoff—and competitive edge—will come from campaigns built on AI. The bigger test is whether Meta can fuse its hardware, AI, and ad products into a cohesive platform that justifies its massive spending and persuades both consumers and advertisers to buy in.
China’s antitrust regulator accused Nvidia of violating commitments from its 2020 Mellanox acquisition, intensifying US-China tech tensions. The probe sent Nvidia’s stock down more than 2% in trading before it recouped most of the losses Monday, per The New York Times. If Nvidia’s access to China narrows, ad tech platforms—built on AI engines for media buying, personalization, and measurement—would see higher costs, delayed feature rollouts, and bottlenecks in innovation. Advertisers and CMOs should diversify providers, press vendors on supply chain resilience, and stay nimble in deploying AI tools.
Last week’s Amazon-Netflix partnership represents a convergence between commerce media and streaming TV that promises to blur the lines between brand-building and performance marketing while raising fundamental questions about which budgets, which teams, and which strategies will control advertising's future.
LG Electronics will integrate Xbox into its vehicle infotainment systems, allowing passengers to play games on the road, per Engadget. At the same event, IAA Mobility 2025, LG announced plans to incorporate Zoom, integrating a user experience that will allow drivers to participate in meetings without added distraction. LG’s integrations open up new in-vehicle advertising opportunities within premium ad formats, including in-game inventory. With LG’s data, brands will be able to geotarget the gaming and productivity demographics while they’re on the move—opening opportunities for gas stations, restaurants, and brick-and-mortar stores.
The 77th Primetime Emmy Awards underscored streaming’s dominance in television, with HBO Max, Apple TV+, and Netflix sweeping major categories. Traditional TV was largely absent from the spotlight, with The Late Show among the few exceptions. The ceremony’s cross-platform broadcast—CBS, Paramount+, Showtime, Hulu—reflected shifting consumption habits, as Emmys remain culturally relevant even as streaming platforms cement their awards clout.
Penske Media, owner of Rolling Stone, Billboard, and Variety, has filed the first major US publisher lawsuit against Google over its AI Overviews feature. The company alleges Google’s summaries exploit journalism while diverting traffic that previously supported ad and affiliate revenues. Penske says affiliate earnings dropped by a third as AI Overviews appeared on 20% of searches. Google calls the suit “meritless,” but traffic declines reported by others suggest otherwise—placing AI Overviews at the center of a looming legal test for publisher survival.
On today’s podcast episode, we discuss why Spotify is still considered the king of audio streaming, why advertising is not working out quite as they’d hoped (yet), and how they might become a social platform. Join Senior Director of Podcasts and host, Marcus Johnson, and Senior Editor, Daniel Konstantinovic. Listen everywhere and watch on YouTube and Spotify.
Roku wants to transform TV advertising with generative AI (genAI). Instead of cycling the same few commercials, the company is opening its platform to hundreds of thousands of advertisers—mirroring the endless churn of ads on social feeds. It's betting that genAI can keep its ad ecosystem fresh and accessible. Marketers should experiment with fast, inexpensive video iterations. Focus on quick turnarounds, tight targeting, and scroll-stopping creativity. The objective is to separate winners from background noise.
Hispanic audiences are leading shifts in digital behaviors, streaming at high levels, adopting AI tools, and using creator apps that position them as both content producers and consumers. That demographic is embracing streaming more than the general population, per Nielsen’s Curating the Narrative report, with a cord-cutting rate about 35% higher. Hispanic audiences aren’t just passive consumers—they’re actively crafting and customizing their media experiences and leading early tech adoption. Brands should diversify media outreach—instead of leaning solely on traditional TV or linear content—to avoid missing engagement opportunities.
Amazon is developing two models of AR glasses to compete with Meta and Qualcomm in a bet that smart glasses could power the next wave of mainstream consumer devices. The company is planning a consumer version, internally named Jayhawk, and a model designed for delivery drivers, called Amelia, per The Information. The push in AR glasses reflects Amazon’s long-standing strategy of building hardware as a gateway to services and subscriptions. If successful, the device could lock consumers even more tightly into Amazon’s marketplace, collect constant user data for AI model and product improvement, and encourage daily engagement with Amazon platforms.