Google expands AI Search ads worldwide as core ad growth slows
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| Source: TechCrunch | Original article
Google is rolling out AI Search ads worldwide as its core ad growth decelerates, announced alongside Alphabet's Q3 earnings showing 25% YoY revenue rise to $127.6 billion.
Google announced on its October 28 earnings call that it is rolling out advertisements within its AI‑powered Search experience to ten additional markets, including Canada and India. The move marks the first time the company has extended “AI Mode” ads beyond its initial test regions, effectively taking its generative‑AI monetisation footprint global.
The expansion arrives as Alphabet reported third‑quarter revenue of $127.6 billion, up 25 % year‑over‑year, while growth in Google Search advertising slowed to 12 % – the slowest pace in years. By embedding sponsored results directly into the conversational answers generated by its AI models, Google hopes to capture new revenue streams that traditional keyword‑based ads have struggled to sustain as users shift toward generative search interfaces.
Why it matters is twofold. First, the initiative signals Google’s confidence that AI‑driven search can be a viable ad platform, potentially reshaping how marketers reach audiences in a landscape where plain‑text queries are giving way to natural‑language prompts. Second, the timing dovetails with recent product pushes such as Gemini 4 Carbon and the broader rollout of AI agents across Google’s ecosystem, underscoring a strategic pivot toward AI‑centric monetisation.
Looking ahead, analysts will watch adoption metrics for AI Mode ads, advertiser willingness to allocate spend to the new format, and any impact on overall Search revenue trends. Competitive pressure from other AI‑enabled search services could also influence Google’s rollout speed and pricing. As we reported on Oct 28, Google is already opening Gemini and Search to more apps, so further integration of ad inventory into those experiences is a logical next step.
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