SoftBank and Alphabet acquire AI infrastructure in anticipation of a compute crunch that could limit access for businesses.
Marketers across categories are calling for simpler, more intuitive advertising systems after years of growing fragmentation and technical overload. In interviews with EMARKETER, leaders from Criteo, LiveRamp, Reddit, Vistar Media, StackAdapt, and DoorDash all described a shift toward platforms that reduce effort, unify workflows, and provide clearer decision making. Buyers want fewer interfaces, standardized KPIs, easier activation, and more transparent insight into where ads run. The message is consistent: performance pressure amplifies the value of operational clarity. As the industry moves into 2026, platforms that eliminate friction—rather than add features—will gain share, while marketers who choose simplicity will gain speed and efficiency.
Tech titans invest in each other, accelerating AI buildouts—but the loop may snap under pressure or regulation
On today's podcast episode, we give out our '2025 Retail Awards' for the 'Must-Visit Store of the Year', 'Glow-Up of the Year', 'AI Power Move', 'Collab of the Year', and 'Campaign of the Year'. Listen to the discussion with Vice President of Content and host Suzy Davidkhanian, Senior Analyst Blake Droesch, and Analysts Arielle Feger and Rachel Wolff.
On today’s EMARKETER Miniseries—AI-Driven Media Management—we explore the core building blocks of AI innovation, what partnering with Amazon Ads looks like in practice, and advice for leaders or teams who don’t come from technical backgrounds but need to build or use AI systems. EMARKETER Senior Director of Content Jeremy Goldman speaks with Adam Epstein, co-founder and CEO of Gigi. Listen everywhere you find podcasts, and watch on YouTube and Spotify.
The Trade Desk is laying off fewer than 1% of its 3,900 employees, a small reduction that nonetheless comes at a pivotal competitive moment. The cuts follow notable departures and last year’s major reorganization, as TTD prepares for an AI-first future centered on Kokai. Agencies say Amazon’s DSP is winning share with lower fees and strong performance, pushing TTD to negotiate pricing and offer service incentives once considered off-limits. At the same time, scrutiny over transparency, reseller accountability, and TTD’s OpenAds wrapper is rising. For marketers, the moves signal a company recalibrating—not retreating—as it works to steady growth heading into 2026.
2025 marked an inflection point for agentic AI—autonomous systems that don’t just assist, but act. The year saw AI shift from text generators to decision-making collaborators embedded across business and creative workflows.
TikTok has agreed to a sweeping US restructuring that creates a majority-American–controlled joint venture, fulfilling bipartisan divestment demands and reducing the threat of an outright ban. Oracle, Silver Lake, and MGX will hold 50% ownership, with US-appointed directors overseeing data protection, moderation, and the retraining of TikTok’s recommendation algorithm. ByteDance will retain a minority 19.9% stake and continue managing global operations outside the US. The shift brings long-missing stability for advertisers but also creates operational distance from ByteDance’s global systems, potentially slowing innovation and altering performance patterns. The next year will be a critical recalibration period for brands and creators.
AI discovery is rewriting the rules of B2B marketing—and most CMOs admit they’re not ready. Nearly two-thirds (62%) of B2B tech marketing leaders lack the skills, budget, or strategy to compete with AI-native firms, per a new report by 3Thinkrs. Brands that don’t adapt could disappear from view. CMOs need to focus on staying visible in AI-powered summaries and answers. That means publishing fresher content, showing up in trusted news sources, and telling a consistent story across every channel. It also means learning new metrics that track how often your brand is mentioned by AI, not just humans.
On today’s EMARKETER Miniseries—AI-Driven Media Management—we explore how to break down the media manager role into workflows that can be automated or augmented by agentic AI, what agencies misunderstand about AI, and which agency tasks are ripest to hand off to AI right now. EMARKETER Senior Director of Content Jeremy Goldman speaks with Adam Epstein, co-founder and CEO of Gigi. Listen everywhere you find podcasts, and watch on YouTube and Spotify.
As retailers prepare for next year, they acknowledge that convenience has evolved from a value proposition to a structural shift in how all of retail operates. We asked leaders across retail media, digital identity, payments, mobility, and connected commerce, and they agreed that convenience will continue to change throughout the next year as expectations shift and AI eliminates friction.
While commerce media networks expand, retailers can take advantage of the efficiencies and measurement capabilities that they can provide.Retail media networks alone are expected to claim one-fifth of US digital ad spending by 2029, according to EMARKETER’s September forecast.
Coursera’s $950 million all-stock acquisition of Udemy is a consolidation play rooted in survival, not expansion. The deal brings together two of the largest US-based online learning platforms as demand for online education cools amid cheaper AI-driven learning tools and employers pulling training in-house, per The Information. Online learning is becoming a gated, premium environment shaped by AI and consolidation. As Coursera and Udemy merge, brands should expect fewer sponsorship slots, tighter rules, and higher prices.
Amazon is in early talks to invest up to $10 billion in OpenAI, three sources told The Information. If finalized, the deal would value OpenAI at more than $500 billion and intensify Amazon’s competition with Microsoft in AI cloud services. The investment, which follows November’s $38 billion deal between the companies, would bring OpenAI deeper into Amazon’s ecosystem to use Amazon’s Trainium chips to develop future AI products. Consolidation means faster model updates, tighter cloud integrations, and more reliable access to genAI tools. Choosing the right AI tools and cloud providers now becomes a turnkey solution.
Marketers are entering 2026 with more money and less patience for waste. Sixty percent of US small businesses plan to raise marketing spend next year, per Clutch. Budgets are moving toward channels that produce quick returns and at lower cost as ROI expectations tighten—46% of marketers say more than half of their 2026 spend will go to digital. Marketers should treat 2026 as a year for discipline, not just expansion. Invest where attribution is strong, like paid search tied to conversion events, retail media with closed-loop sales data, and email with CRM programs.
OpenAI’s GPT-5.2 is its answer to advancing models from Gemini and what the company calls its best model yet for professional use. The latest model improves spreadsheet creation, presentation building, code generation, understanding of images and long contexts, tool use, and handling of complex projects, per an OpenAI blog post. As brands expand past using AI for image generation and into higher-level tasks, experiment with GPT-5.2 by testing each mode to see which offers the most dependable outputs for analytics, planning, and creative development.
Meta is shifting strategy from mining its online social networks to tapping more real-world conversations as original posts on Facebook and Instagram fade, per Social Media Today. Its acquisition of Limitless and partnership with ElevenLabs open up new data channels for its AI models. Meta’s alternative AI training sources could deepen personalization and predictive insights if these conversation flows feed next-gen recommendation engines. Advertisers might gain richer behavior signals and context that go beyond scroll patterns and likes.
Over half (52%) of senior data and technology executives worldwide use generative AI to boost internal productivity, according to a June survey from MIT Technology Review Insights.