谷歌尚未在Gemini中引入广告，但公司高管明确表示并未排除这一可能性。谷歌知识与信息高级副总裁Nick Fox指出，公司目前主要在AI Mode（基于Gemini的搜索产品）中测试广告，并计划将经验应用到Gemini应用中。Gemini用户规模增长迅速，月活跃用户从一年前的3.5亿增加到超过7.5亿。与此同时，OpenAI已开始在美国测试ChatGPT免费版广告，其每周活跃用户约为9亿。谷歌的财务基础较为稳固，2025年成为其首个收入超过4000亿美元的年度，因此在Gemini商业化方面没有迫切压力。

谷歌认为人工智能对广告业务的影响主要体现在三个方面。第一是提升广告预测质量：AI模型能更准确预测用户是否会点击广告或完成转化。第二是改进广告主工具，例如为中小企业自动生成关键词、创意和广告内容。第三是探索新的广告场景，例如AI Mode中的广告实验。谷歌强调广告必须与查询高度相关，并且与自然搜索结果明确区分；如果系统认为广告不相关，则不会展示。

未来广告策略还可能受到“Personal Intelligence”功能的影响。该功能于2026年1月推出，可在用户授权情况下访问Gmail、Photos和Calendar等数据，从而生成更具情境性的回答。尽管Gemini应用目前没有广告，AI Mode仍在探索如何实现与查询语境一致的广告定向。谷歌表示不会向广告商出售用户数据，但可能通过理解查询情境来提高广告相关性。公司认为，基于20多年搜索广告经验，只要保证相关性、质量和用户隐私，AI环境中的广告仍可能成为重要收入来源。

Google has not introduced ads into Gemini yet, but company executives have made clear that the possibility is not ruled out. Nick Fox, Google’s senior vice president of knowledge and information, said the company is currently focusing on testing ads in AI Mode, the Gemini-powered search product, and may later apply those lessons to the Gemini app. Gemini’s scale has grown rapidly, with monthly active users rising from 350 million a year ago to more than 750 million. Meanwhile, OpenAI has begun testing ads in the free version of ChatGPT in the United States and reports roughly 900 million weekly active users. Google’s financial position remains strong, with 2025 becoming its first year generating more than $400 billion in revenue, reducing pressure to monetize Gemini quickly.

Google sees AI reshaping its advertising business in three main ways. First, AI models improve ad performance predictions, estimating whether users will click on ads or convert after seeing them. Second, AI enhances advertiser tools by automatically generating keywords, creative content, and campaign ideas, particularly useful for small businesses. Third, the company is experimenting with ads in new environments such as AI Mode. Google emphasizes that ads must remain clearly separated from organic results and only appear when they are relevant to the user’s query.

Future advertising strategies may also be influenced by the “Personal Intelligence” feature launched in January 2026. With user permission, it allows Gemini to reference personal data from Gmail, Photos, and Calendar to generate contextual responses. Although the Gemini app currently contains no ads, AI Mode experiments may explore how ads can align with the context of a user’s query. Google states it does not sell personal data to advertisers but may use contextual understanding to improve ad relevance. Drawing on more than 20 years of search advertising experience, the company argues that AI-based advertising can remain effective if relevance, quality, and user privacy are maintained.