Google is reportedly considering incorporating ads into its conversational AI assistant, Gemini, with an initial target rollout of 2026. However, subsequent statements from Google have downplayed these plans, leaving advertisers and analysts uncertain about the commercialization strategy for Gemini. The ambiguity raises questions about whether Gemini will serve as a new advertising channel or an extension of Google’s existing ad framework. Industry experts suggest potential ad formats may include sponsored product recommendations and contextual affiliate links, tailored to the conversational interface. If implemented, a new auction system could evolve, shifting the focus from keywords to conversation states and intent signals. This shift may also risk relegating high-intent queries to closed AI systems, impacting publishers and search visibility. While advertisers are intrigued, Google’s exploration remains in its early stages, prompting the question: will ads actually be integrated into Gemini, or is it merely a speculative discussion?
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