🚀📈Google finally takes the step to push Gemini to the 'business gateway'

Google is sending a highly symbolic message to advertisers: starting in 2026, ads will officially enter Gemini. This is not just a product update but a structural shift in the business model—Gemini will evolve from an AI conversational tool into the front-end gateway for Google’s full suite of AI traffic and commercialization capabilities.

In the past, Google’s ad system was built on search behavior; now, Gemini is migrating this "demand-based commercial capture capability" from search to AI-native interactions. For advertisers, this means that all future user conversations related to information, tasks, shopping, and decision-making could become new ad touchpoints.

For Google, this represents two key changes:
1️⃣ Gemini is no longer just a model but a "super interface" for hosting ads.
2️⃣ AI product lines and ad revenue structures are becoming deeply intertwined, freeing commercial potential from the constraints of traditional search boxes.

Industry analysts point out that Google’s move is essentially a bid to dominate the "AI attention gateway"—whoever controls users’ query, task, and command paths in AI can rebuild the ad system. Cathie Wood has also noted that AI-native interfaces will redefine the value chain of search and advertising, and Google clearly aims to remain at the top of that chain.

Notably, this step will directly impact $Alphabet(GOOGL.US)’s long-term valuation logic: ad growth will no longer rely on users typing keywords into a search bar but shift toward continuous user-AI dialogue. This will align ad monetization more closely with real needs and give Google a first-mover advantage in the commercialization race against competitors like OpenAI and Meta.

Do you think conversational AI ads will reshape Google’s economic moat?

📬 Focusing on strategic inflection points and structural trends in global tech, we analyze $Alphabet(GOOGL.US), AI-native ads, and smart ecosystem commercialization. To stay ahead of the next tech wave, follow our updates.

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