Google is reportedly planning ads for its AI chatbot Gemini by 2026, according to agency buyers who heard directly from Google reps. This could expand Google’s ad empire into conversational AI, but Google quickly denied “current plans” for Gemini app ads. Here’s the full story and what it means for digital marketing.
The Announcement and Google’s Response
Adweek reported Google told at least two ad clients in recent calls that Gemini ads are targeted for 2026 rollout—separate from existing AI Mode search ads. No prototypes or pricing details were shared, marking the first direct word on monetizing Gemini beyond subscriptions and APIs.
Hours later, Google VP Dan Taylor pushed back: “There are no ads in the Gemini app and there are no current plans to change that.” CEO Sundar Pichai had hinted at ad ideas earlier, amid $75B AI spending plans.
Reality check: Agency briefings suggest internal exploration, but Google’s denial tempers immediate expectations.
What Ads in Gemini Could Mean for Marketers
If ads arrive, expect conversational integration—not banners. Gemini handles emails, ideas, planning—ads could appear as sponsored replies or recommendations based on chat context.
Key impacts:
- New formats: Hyper-targeted, interactive ads in natural conversations
- Precise targeting: Gemini’s intent understanding + Google’s data = ultimate personalization
- Early advantage: Test now to shape best practices before saturation
- Creative shift: Concise, relevant content that fits AI flow without disrupting users
This follows AI monetization trends like subscriptions ($19.99/mo Gemini Advanced) and APIs.
Broader AI Ad Landscape Shake-Up
Google’s move (confirmed or not) could spark rivals like ChatGPT to accelerate ads. It signals AI chatbots evolving from free tools to revenue engines, blending search ad dominance with conversational reach.
Marketers should prepare: monitor Gemini updates, experiment with AI-first creatives, and adapt to intent-based ads replacing keyword bids.