The Trade Desk Bets Big on AI to Reshape Digital Advertising

Facing significant market headwinds, The Trade Desk is making a bold strategic pivot. The programmatic advertising pioneer has unveiled “Audience Unlimited,” a new AI-powered platform that it hopes will not only revitalize its business but also transform how marketers utilize third-party data.

This announcement comes during a challenging period for the company. Since the start of 2025, The Trade Desk’s share value has plummeted by nearly 58%. This decline was driven by revenue shortfalls, intensified competitive pressure from giants like Amazon and Google, and client feedback on its new Kokai platform. Despite these setbacks, there are positive signals; over 70% of client spending is now processed through Kokai.

Introduced on September 29, “Audience Unlimited” is designed as an AI-curated marketplace for third-party advertising... Read more...