AI search is hurting Google's ad profitability and some advertisers are leaving; Google is weighing buying an AI ad-creation company (per The Information)

Verified (fact)

AI Times, citing a report by The Information, said Google is looking for new revenue models because ads in AI search earn less and advertisers are leaving. The report was based on comments from advertisers, ad agencies, and industry sources. Some advertisers have already started moving ad spending to other platforms, and Google is reportedly considering internally whether to acquire an AI ad-creation company. At its third-quarter earnings last month, Google reported that search ad revenue rose 12% from the same quarter a year earlier, slower growth than before.

Why it matters (interpretation)

This suggests that search ads, Google's main source of revenue, are under pressure as AI answers replace search results pages. If an acquisition happens, Google's ad business could be reorganized so that AI handles everything from ad creation to delivery.

Sources

• Press 구글, AI 검색에 광고 수익성 악화…기업 인수까지 검토 AI Times (Korea)

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