Google is pushing its AI features further into both its browser and its advertising business, introducing Gmail-powered autofill in Chrome and taking ads in its AI Search experiences international for the first time.
Chrome is gaining an advanced AI autofill feature that suggests information for online forms by drawing on users’ Gmail. It can surface details such as flight confirmation numbers, membership IDs, tracking information, order numbers, addresses, phone numbers and credit card numbers. The update extends Google’s Personal Intelligence, which already lets users connect Google apps to its Gemini assistant to answer complex questions. Though modest, the feature could make Chrome more convenient and keep users within Google’s AI ecosystem, echoing Apple’s popular automatic verification code fill. Users must opt in through Chrome settings, and Google said sensitive data is encrypted. It is rolling out in the U.S. on desktop and in the iOS and Android apps for Gemini in Chrome.
Separately, Google announced the global expansion of ads in AI Mode during Alphabet’s third-quarter earnings call. Alphabet reported $127.6 billion in revenue, up 25% year over year, but Search revenue growth slowed to 12%, down from 17% in the second quarter and 19% in the first, and shares fell 8% after the results. The slowdown adds pressure on Google to turn its AI features into a meaningful advertising revenue source.
Chief business officer Philipp Schindler said Google is scaling high-quality ads within AI Overviews and AI Mode to more users and queries, taking its AI monetization global for the first time alongside multi-turn ads in the U.S. He said click-through rates for sponsored product listings in AI Mode already match those of organic listings, and user research suggests people find the ads relevant. The move builds on Gemini-powered ad formats announced in May, including conversational discovery ads.
CEO Sundar Pichai said Search queries grew at their fastest year-over-year pace in five years, crediting AI with driving longer, more personalized and multimodal searches. He noted AI Mode queries are three times longer on average than traditional searches, one in five involves voice, images or documents, and visual searches now exceed 50 billion a month.
Google Services revenue rose 11% to $96.3 billion, while Google Cloud revenue jumped 103% to $30.7 billion. The quarter also saw the release of Gemini 4 Argon and the Gemini app reaching 1 billion monthly users.
