Business52 mOctober 29, 2026, 20:16

Google explains why more ads are coming to AI Mode

Google said on its Q3 2026 earnings call that sponsored product listings in AI Mode now get click-through rates similar to organic results, clearing the way for more ads. Search revenue rose 12% to $63.35 billion, while full-year capex is set at $195–205 billion, mostly for AI infrastructure.

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Google explains why more ads are coming to AI Mode

Sponsored and organic product listings in AI Mode now have similar CTRs
Google Search revenue grew 12% year-over-year to $63.35 billion
AI Mode queries are about three times longer; one in five uses voice, images or documents
Google plans $195–205 billion in capex this year, mostly AI infrastructure

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