| Mobile Web

Google ad crisis fears become reality as AI search monetisation faces test

Google is grappling with a cannibalisation dilemma as AI search spreads, raising concerns that users are turning away from traditional web search. While Google sustained growth and invested aggressively in AI search, the mood shifted from the third quarter as search ad revenue growth slowed. Meta’s advertising revenue grew faster, widening the gap. Reports say Google’s AI Mode monetisation is weak, and advertisers face limits on controlling AI-specific ads.