OpenAI signed a seven-year, $38 billion cloud compute deal with Amazon Web Services (AWS), its first partnership with the cloud market leader. The development effectively ended the startup’s exclusive reliance on Microsoft, its primary backer, per CNBC. OpenAI will use existing AWS data centers, and Amazon will build dedicated infrastructure for OpenAI as part of the ChatGPT maker’s expansion. While hyperscalers like AWS, Microsoft, and Google race to secure workloads, costs for training and inference are expected to decline. For brands, this means reduced outage risks and increased options for deploying AI-driven creative, analytics, and automation systems at scale.
AI is reshaping the future of work at agencies, from reducing junior roles to cutting down on hiring altogether. Nearly all (91%) of US senior agency leaders expect AI to reduce agency headcounts, per Sunup’s AI’s Effect on the Marketing Industry report. Over half (57%) of agencies have slowed or paused entry-level hiring. To maintain value in the AI era, agencies should protect and cultivate talent pipelines and use AI to deepen offerings like audience insights and personalized campaign plans, which automation alone can’t replicate.
When it comes to AI investment, Google CEO Sundar Pichai's mantra that the risk is underspending, not overspending, seems to be holding true at Meta. It forecast roughly $600 billion on AI-related capital expenditure over the next three years, but investors are questioning whether that philosophy has limits. Meta’s heavy focus on AI could aid its ad offerings, especially personalization options and its AI-powered ad suite. At the same time, overspending could lead to uneven focus that leaves other ventures—including its cash-burning Reality Labs and plateauing interest in Facebook—vulnerable.
Meta, Google, and Microsoft are spending at historic rates in the race to secure AI dominance. Each posted record quarterly earnings last week—and warned that even higher capital expenditures are an imperative for growth, per Wired. For marketers, the AI buildout presents both an opportunity and a cautionary tale. As Big Tech chases scale, brands must chase substance—using AI not for hype, but for measurable value today, not in the future. AI’s future isn’t guaranteed by capital—it’s earned through trust, differentiation, and adaptability. Brands that master those traits will thrive no matter how the infrastructure race unfolds.
Mobile gaming in-app purchase (IAP) revenues reached $21 billion worldwide in Q3 2025, per Sensor Tower—a number not seen since pandemic quarantines. Strategy, puzzle, RPG, and casino games led the field, with each bringing in over $2 billion. Time and money spent in gaming continues to rise, yet only 5% of media investments around the world go to gaming, per Dentsu. Start considering formats such as in-game ads, interstitial ads, and adjacent ads. Brands can also entertain partnerships for in-game gear and mini games. The time is now to boost advertising budgets for gaming platforms and titles as revenues grow.
WPP cut its full-year outlook after Q3 organic revenue fell 5.9% to £2.46 billion, its steepest quarterly decline since 2020. New CEO Cindy Rose said the company “hasn’t gone fast enough” to meet client needs and outlined a turnaround focused on AI, operational efficiency, and simplifying its agency network. WPP’s slump reflects broader challenges facing holding groups in the AI era: proving value through speed, integration, and measurable results as brands increasingly turn to self-serve, platform-driven ad solutions.
Netflix is reportedly exploring an acquisition of Warner Bros. Discovery (WBD)’s studio and streaming operations—its boldest move yet to consolidate the streaming market. The deal would include HBO, Warner Bros. Pictures, and HBO Max but exclude cable properties. For Netflix, the acquisition would supercharge its ad-supported tier with premium, long-tail content, expanding both viewership and inventory. The potential combination of HBO’s prestige programming and Netflix’s data-driven ad platform could redefine connected TV advertising, pressuring rivals like Disney+ and Peacock. If successful, the merger would mark streaming’s biggest consolidation since Amazon’s MGM purchase—and a new era for premium video.
Ad-supported and free ad-supported streaming TV (FAST) are surging in popularity—what started as low-cost, complementary streaming options are becoming primary destinations for discovery. Total US hours spent watching FAST services reached 1.8 billion in August, per Comscore’s 2025 State of Streaming report, up 43% YoY. Advertisers should view FAST and ad-supported streaming options as a crucial part of the CTV media mix, tapping into rising demand for budget viewing options and the services’ wealth of user engagement data for campaign optimization.
Sell-side company Magnite announced a private marketplace in collaboration with ITN on Thursday that will enable programmatic access to local linear TV, representing a new milestone in linear. The private marketplace represents a new opportunity in linear that helps reignite its relevance for brands. Automation helps modernize linear programmatic advertising, delivering the same efficiency capabilities that are standard in digital.
58% of retail professionals strongly agree that sharing customer location data with partners positively impacts revenue, according to a June Retail Systems Research (RSR) survey.
At the Marketecture conference, MiQ’s global VP of strategy and partnerships, Moe Chughtai, said advertisers are finally connecting platforms like Meta, YouTube, and TV through clean room technologies that enable unified measurement. Traditional marketing mix models are being replaced by one- to three-month measurement cycles that allow for real-time optimization and smarter KPI alignment. The result: advertisers can move beyond isolated reporting and toward integrated, cross-platform performance strategies that strengthen confidence in ROI.
Successful retail execution requires making products more available, visible, and relevant to shoppers; it's a challenge that's grown increasingly complex in today's retail environment. For many retailers, leveraging image recognition technology has transformed how they approach in-store execution and display compliance.
The Trump administration claimed Thursday that China has greenlit a US TikTok transfer agreement, just over a month after President Trump signed an executive order to keep the short-form video leader operational in the US. China’s commerce ministry simultaneously announced that it will collaborate with the US to solve “issues related to TikTok,” but similarly did not elaborate. Tentative talks around TikTok’s future offer short-term stability for advertisers but don’t resolve issues TikTok will face in the long-term.
Amazon is continuing to see success with its maturing ad offerings. Q3 advertising services reached $17.7 billion, up 24% YoY, while net sales increased 13% to $180.2 billion. Q4 guidance points to continued confidence, with Amazon expecting growth between 10% and 13% YoY. Amazon’s ad success indicates that it will continue to be a promising opportunity for marketers that offers a unique proposition combining data-driven targeting, commerce integration, innovative ad formats, and the ability to reach consumers both onsite and offsite.
Most video game players treasure the end of the year, both to splurge on their favorite hobby and to spend more time in-game.
YouTube is reorganizing staff within its product teams, which won’t directly involve eliminating any roles, per Business Insider. Starting November 5, those teams will fall into three categories with distinct priorities. At the same time, the company implemented a “voluntary exit program” with severance offers for US employees. YouTube’s now-separate product segments could open up new pathways for TV ads and influencer marketing, and brands should watch for how these siloed divisions could change campaign development and ad placement, and whether outreach with YouTube will become more complicated.
Nearly half (49%) of US holiday shoppers earning $80K–$99K are worried that gifts will cost more this year, found a July survey from Bankrate.
On today's podcast episode, we discuss the unofficial list of the most interesting retailers for the month of October. Each month, host Suzy Davidkhanian, Arielle Feger, Becky Schilling, and Emmy Liederman (aka The Committee) put together a very unofficial list of the top eight retailers they're watching based on which are making the most interesting moves: Who's launching new initiatives? Which partnerships are moving the needle? Which standout marketing campaigns are being created? In this month's episode, Committee members Suzy Davidkhanian and Arielle Feger will defend their list against Senior Analyst, Blake Droesch and Analyst, Rachel Wolff, who will dispute the power rankings by attempting to move retailers up, down, on, or off the list.
Omnicom will retire advertising network DDB as part of its merger with Interpublic Group (IPG), set to close in November, per various reports. For advertisers, the end of DDB carries deeper implications than a simple brand retirement. It represents the erosion of a creative philosophy brands have historically relied on, and advertisers lose a partner that offered a distinct voice and strategy.
Google parent Alphabet reported strong Q3 earnings on Wednesday, with revenues growing 16% YoY to $102.35 billion, while Google Search & other, YouTube Ads, and Google subscriptions, platforms, and devices all saw double-digit growth. But Google simultaneously experienced a notable loss in an ongoing antitrust case that could carry implications for the future of search advertising. Google will remain a cornerstone of successful ad strategies, at least in the short-term.