How AI Mode advertising signals a shift in search behavior and competition
Nov 26, 2025
Google has started testing ads directly inside its AI Mode search responses, placing sponsored results at the bottom of AI-generated answer cards. Ads, which closely resemble organic AI link cards, have been spotted both inside and outside Google’s Labs interface. The move highlights Google’s growing emphasis on monetizing AI-driven search as consumer behavior rapidly shifts toward AI-assisted product discovery. It also sets the stage for a competitive landscape in 2026 as OpenAI prepares its own ad-supported rollout.
Key takeaways
- Ads integrated into AI Mode: Google is now displaying sponsored results within its AI-generated responses, mimicking the design of organic AI link cards.
- Shift in consumer shopping behavior: BrightEdge reports a 752% year-over-year surge in AI-driven traffic to ecommerce sites, signaling a major change in how consumers discover products.
- Category-specific spikes: Grocery, furniture, and apparel sectors have seen dramatic increases in AI visibility, marking AI’s first major role in holiday shopping.
- Growing advertiser interest: With ChatGPT preparing for its 2026 rollout, advertisers will soon choose between multiple AI engines for targeted reach.
- Ongoing feature experimentation: Google continues testing new UI elements—such as product comparison checkboxes—to enhance commercial queries in AI Mode.
- Potential for autonomous purchasing: Experts suggest AI-driven search may evolve toward autonomous ordering, where agents compare products and complete purchases.
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