AI reshapes ad giants: Meta ad growth outpaces Google by 14 points

Meta's Q3 ad revenue reached $63.1B, up 26% year on year, while Google's search revenue grew just 12% to $63.4B — the widest growth gap since 2021. Meta credits AI ad tools: advertisers using AI recommendations saw about 5% higher conversion and spent 9% more. Google, meanwhile, is losing search users to AI chatbots, pressuring its core ad business.

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