Big AI platforms avoided ads for as long as they could, but the revenues have become too important
OpenAI’s and Google’s announcements will spark the stagnant AI advertising industry to life
AI ads may prove a bigger boon for GEO than for advertising
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About This Report
AI platforms’ long-held anti-advertising stance changed in January 2026. The rising cost of competing in AI has forced OpenAI and Google to launch AI ad pilots, and other platforms will likely follow suit. But advertisers may not be the winners in this gold rush.
Big AI platforms avoided ads for as long as they could, but the revenues have become too important
OpenAI’s and Google’s announcements will spark the stagnant AI advertising industry to life
AI ads may prove a bigger boon for GEO than for advertising
Sources
Media Gallery
Google and OpenAI announced new AI ad offerings this month after years of resistance, as rising costs force them to monetize. Other AI platforms are likely to follow suit. Although brands and retailers will rush to integrate paid AI into their paid search strategies, their organic optimization teams might see the most immediate returns.
Key Question: Why have most AI platforms been slow to sell advertising, and why are they changing their tune now?
Key Stat: Platforms fear advertising could deter the 40 million people in the US who will become genAI users in the next four years. But with leading AI companies spending over $375 billion in capital expenditures in 2025, monetization is no longer optional.
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