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Google expands AI Mode ads to 10 new countries

By Drooid · Oct 29, 2026 · How we work

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Summary

Google is scaling AI Mode ads to new countries and launching multiturn ads in the United States.
The rollout adds Australia, Canada, India, Kenya, Malaysia, New Zealand, Nigeria, Pakistan, the Philippines and Singapore.
Philipp Schindler announced the expansion on Oct 28 2026, noting AI Mode ads earn less than traditional search.
Alphabet reported Q3 revenue of $127.6 billion, with Search revenue up 12% YoY to $63.3 billion.

Summary

Alphabet shares plunged 8% in after-hours trading after its earnings release.
The company reported negative free cash flow of $9 billion, three times analysts’ deficit estimate.
Capital spending rose to $51.4 billion in Q3, about two-thirds on servers and networking gear.
UBS and Mizuho warned AI-driven search could cannibalize Alphabet’s ad revenue.
The Philadelphia semiconductor index fell 1.6% and Caterpillar shares dropped 9% amid the AI-spending sell-off.

History

Google’s 2007 agreement to buy DoubleClick for $3.1 billion, cleared by the FTC in December 2007 and the EU in March 2008, gave it the ad-serving technology that powered the rise of programmatic advertising. After rebranding DoubleClick products into the Google Marketing Platform in 2018, Alphabet now extends AI-driven “Mode” ads to markets such as Australia and India, echoing that earlier consolidation.

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Google’s 2007 agreement to buy DoubleClick for $3.1 billion, cleared by the FTC in December 2007 and the EU in March 2008, gave it the ad-serving technology that powered the rise of programmatic advertising. After rebranding DoubleClick products into the Google Marketing Platform in 2018, Alphabet now extends AI-driven “Mode” ads to markets such as Australia and India, echoing that earlier consolidation.

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