Google’s AI Ambitions, the Future of Gemini Ads, and a New Shopping Experience | Behind the Numbers

In today’s podcast episode, we explore three of the biggest questions surrounding Google: Can its ad business continue to fund its AI ambitions? When can we expect ads to appear in Gemini? And how will AI transform the Google shopping experience for consumers? Plus, more.   Join Senior Director of Podcasts and host Marcus Johnson, Principal Analyst Nate Elliott, Analyst Marisa Jones, and Director of Forecasting Cindy Liu for the discussion.   Listen wherever you get your podcasts, or watch on YouTube or Spotify.   Get more insights like these with our free, industry-leading newsletters covering advertising, marketing, and commerce. Sign up at emarketer.com/newsletters Follow us on Instagram at: https://www.instagram.com/emarketer/ For sponsorship opportunities contact us: [email protected] For more information visit: https://www.emarketer.com/advertise/ Have questions or just want to say hi? Drop us a line at [email protected] For a transcript of this episode click here: https://www.emarketer.com/content/podcast-google-ai-ambitions-future-of-gemini-ads-new-shopping-experience-behind-numbers © 2026 EMARKETER   Smart Supply by AI Digital is the supply intelligence layer built for programmatic buyers. Powered by AI and 450+ media experts, it scores and gates every bid request across 12 SSPs before your DSP bids, so inventory arrives optimized for your KPI, with every AI decision visible. Learn more at aidigital.com