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.
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.
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