US AI Advertising Forecast 2026

Most Spending Will Happen Next To—Not Within—AI, as OpenAI Falls Far Short of Its $100 Billion Target

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About This Report
AI is reshaping search faster than AI platforms can build their ad offerings, which is why most spending still sits beside AI-generated results. Conversational search ads will grow quickly and chatbot ads will struggle to prove their effectiveness.
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AI search is growing quickly, but most AI ad spending still depends on traditional search formats. Conversational search ads (e.g., ads inside search engine-based chatbots like Google AI Mode) are scaling faster than ads on standalone chatbots (e.g., ChatGPT or Gemini), which will continue to face pressure on inventory, pricing, and advertiser returns.

Key Question: How will advertising in and around AI content grow as the category matures?

Key Stat: More than 80% of AI advertising in 2026 will appear next to AI content—such as traditional search ads next to Google AI Overviews (AIOs)—rather than inside AI chatbots or conversations. Overall, AI ad spending will more than double in the next five years to $68.25 billion in 2030.

authors

Nate Elliott

Contributors

Eleni Digalaki
Vivian Dong
Forecasting Analyst
Kyndall Krist
Senior Copy Editor
Emma Noyes
Senior Graphic Designer, Data Visualization
Shelleen Shum
VP, Forecasting
Matt Torpey
Senior Data Visualization Editor
Johann Valderrama
Data Visualization Editor
Max Willens
Julia Woolever
Director, Report Editing
Yoram Wurmser
Principal Analyst
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