The Gradual, Then Sudden, Rise of Ads in AI

What Brands and Retailers Need to Know About ChatGPT and Google’s AI Ad Trials, and Where Else They Can Buy Ads in AI

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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.
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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 $500 billion in capital expenditures in 2026, monetization is no longer optional.

authors

Nate Elliott

Contributors

Eleni Digalaki
Vladimir Hanzlik
Executive Editor and SVP, Content
Penelope Lin
Director, Data Visualization
Sakina Thanawala
Copy Editor
Matt Torpey
Senior Chart Editor
Julia Woolever
Yoram Wurmser
Principal Analyst
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