AI redraws India’s AdTech role in a $1 trillion market
Redseer Strategy Consultants published a report highlighting AI as a new growth catalyst in the $1 trillion advertising industry, projecting its impact on open AdTech ecosystems. The report details how AI is rebuilding the advertising stack to reduce the structural advantages of walled gardens. It also emphasizes India's emerging role in building and owning products that power the next phase of global AI AdTech innovation.
Key Takeaways
- Global advertising crossed $1 trillion in 2025, with digital accounting for 75-80% of spend worldwide.
- Redseer says 80-85% of digital advertising already transacts programmatically, and AI is now rebuilding targeting, bidding, attribution, creative generation, commerce, and measurement.
- The report says open ecosystems can recover signal quality, improve attribution accuracy, and scale commerce intelligence as AI-native infrastructure spreads.
- India is increasingly building and owning products that power the next phase of global AI AdTech innovation, according to Mukesh Kumar and Redseer.
Why It Matters
AI is not just adding efficiency to advertising; Redseer argues it is rebuilding the stack across targeting, media buying, creative, attribution, measurement, and commerce. That shifts value toward interoperable infrastructure and first-party data, which the report says can narrow the advantages long held by walled gardens. For streaming-adjacent players, the clearest signal is whether open ecosystems can convert better commerce intelligence into more effective monetisation. Watch for the report’s next data point on how AI-native advertising surfaces, including conversational interfaces and agentic commerce, change where ads are bought and measured.
Read full article at redseer.com