Google is testing out a new shopping ad format in AI Mode.

February 12, 2026 at 4:02:52 AM

TL;DR Google envisions 2026 commercial experiences as fluid, assistive, and personal, removing the trade-off between speed and certainty in shopping. YouTube creators will connect brands and consumers using AI. Search ads will evolve with AI Mode, offering new formats and Direct Offers. Agentic commerce will grow with protocols like AP2 and UCP for seamless, secure transactions. Gemini 3 will enhance ad creativity and performance, with trust and privacy central.

Google is testing out a new shopping ad format in AI Mode.

Consumers no longer face the trade-off between buying quickly and risking mistakes or spending hours researching. AI is enabling both speed and certainty, transforming commercial experiences into fluid, assistive, and personal interactions by 2026. This shift demands a new approach for businesses to build consumer confidence from the start.

YouTube's Role in Discovery and Influence

YouTube, the #1 most-watched U.S. streaming platform for nearly three years, drives discovery through trusted creators who help consumers move quickly from browsing to purchasing. In 2026, stronger brand-creator connections will be fostered using AI to deeply understand content and audiences, instantly matching brands with creator communities to turn organic influence into measurable business impact.

Reinventing Ads in Search with AI

Search is evolving beyond keywords to include conversational queries, photos, and brainstorming. AI Mode exemplifies this by integrating ads naturally into conversations, enhancing shopping experiences with new ad formats that showcase retailers with sponsored labels below organic results. These formats extend beyond retail to categories like travel. The introduction of Direct Offers allows brands to present tailored deals to ready-to-buy shoppers, including loyalty benefits and product bundles.

The Future of Agentic Commerce

Agentic commerce, where AI agents assist throughout the shopping journey, is becoming reality in 2026. The goal is to eliminate tedious shopping tasks for consumers and collaborate with industry partners to ensure seamless, secure experiences. The Agent Payments Protocol (AP2) launched in 2025, followed by the Universal Commerce Protocol (UCP), standardizes AI agent connections across shopping, enabling secure digital identity and payments. UCP-powered checkout is currently available for US shoppers on platforms like Etsy and Wayfair within AI Mode and the Gemini app, with more retailers joining soon. UCP’s scope extends beyond retail, laying groundwork for seamless, agentic commercial experiences.

Accelerating Growth with Gemini 3

Gemini 3, the most advanced AI model to date, underpins Google’s ad tools, improving products without requiring customer changes. In 2026, Gemini-powered tools will enhance creativity and performance, driving real business impact. Tools like Nano Banana and Veo 3 help advertisers quickly create studio-quality assets, with a 3x increase in Gemini-generated assets in 2025 and nearly 70 million creative assets generated in Q4 alone. AI Max campaigns expand advertiser reach by unlocking billions of new searches. To support this, Google is re-engineering its measurement stack to unify data and provide actionable insights for advertisers.

Commitment to Trust and Privacy

This AI-first era is grounded in 25 years of principles emphasizing data privacy and security. As AI agents act on behalf of consumers and businesses, rigorous standards ensure safety and trust, enabling a fast yet secure commercial environment.

Together, these innovations reimagine commerce as easier, more delightful, and more confident for consumers and businesses alike in 2026 and beyond.

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