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Tag: unit economics

Yandex: Sales via Search and Alice AI without a website – profitable CPM?
Yandex is opening a new sales channel for sellers without their own online stores, offering a unique opportunity to achieve a profitable CPM. Now their products are available in Search and chat with Alice AI, and purchases happen in one click. Connecting to the service is free, which makes it potentially beneficial for cheap hypothesis testing and finding new traffic sources. It’s important to calculate unit economics to maximize profit.

What does Yandex offer sellers without a website?

The new feature allows sellers without their own website to place products in Yandex search results and Alice AI. This expands opportunities to reach an audience without significant investment in developing an e-commerce platform.

How does it work?
- Yandex Commerce Protocol (YCP): the neural network selects relevant products, displaying them as cards.
- Yandex Universal Checkout: users make purchases with a “Buy in one click” button.
- Beta testing: the feature is currently in test mode.
“Traffic from Alice AI to Russian e-commerce has grown 4.6 times since the beginning of the year. These are not just numbers, this is sales growth potential that cannot be ignored,” — quote from an analytical report.

How much does it cost to connect and how to start selling?

Connecting to the service is free. The main costs will be associated with payment processing and logistics. This makes the offer an attractive budget alternative to seeding or expensive integrations with influencers.

Steps to start selling:
1. Yandex Products: submit an application for checkout connection.
2. Yandex KIT: upload assortment, specify prices, set up payment and delivery.
After these settings, products are automatically displayed in Yandex Search and Alice AI for relevant queries. This is a direct path to the buyer, bypassing the creation of an expensive website.

Logistics and analytics: counting cash

To fulfill orders, the seller can use various logistics options, which provides flexibility and allows for cost optimization. This is a key factor in achieving a profitable CPM.

Available logistics options:
- Marketplace logistics (if already present).
- Own logistics.
- External services: Yandex Delivery, SDEK, PEK, Dalli.
Analysts note that traffic from Alice AI to Russian e-commerce has grown by 358% since the beginning of the year. This is not just statistics, it is an indicator of a growing audience that can be converted into sales. How much money will it bring for every ruble spent – that’s a question for your unit economics.

Frequently asked questions

What CPM can be considered profitable when working with Yandex?

A profitable CPM is one that provides a positive ROI. In this case, with free connection, the cost will be formed from payment commissions and logistics. It is necessary to conduct test sales to determine the optimal CPM for your product.

What is cheaper: banner advertising or sales via Yandex Search/Alice AI?

Sales via Yandex Search and Alice AI can be significantly cheaper than traditional banner advertising, especially at the initial stage. The absence of a connection fee and the possibility of cheap hypothesis testing makes this channel attractive for small and medium businesses. Banner advertising requires large budgets and does not always guarantee a direct transition to purchase.

Is it worth investing in AI sales channels without your own website?

Yes, it is. Especially for a quick start and demand verification. Yandex provides ready-made infrastructure for accepting payments and delivery, which lowers entry barriers. This allows you to focus on the product and marketing, rather than the technical side of e-commerce.

Conclusion: cash or lost opportunity?

The new sales channel from Yandex is not just an option, it is an opportunity for sellers without a website to gain access to millions of potential buyers. Free connection and flexible logistics conditions allow you to compare prices with other channels and, possibly, find that very profitable CPM. Don’t miss the chance to test hypotheses cheaply.

Start accepting applications and uploading your assortment today to assess the real potential of this sales channel and turn it into a significant source of income for your business.
26.08.2026
Nvidia Invests in Cloverleaf: What Does This Mean for AI Infrastructure Prices?
Nvidia continues to actively invest in the development of artificial intelligence infrastructure, which directly impacts its revenues. The company recently announced a strategic partnership with Cloverleaf Infrastructure. This deal could change the landscape of the AI infrastructure market and potentially reduce the cost of deploying new capacities.

Nvidia’s Investments: Facts and Figures

Cloverleaf Infrastructure, founded in 2024, specializes in creating foundational infrastructure for data centers. In its founding year, the company attracted $300 million in investments. Its key role is to mediate between utility providers and data centers, ensuring critical power sources and other elements for site development.

How much did Nvidia invest in Cloverleaf?
- The terms of the deal have not been disclosed.
- According to The Wall Street Journal, Nvidia’s investment in Cloverleaf is likely to be several hundred million dollars.
- Reuters reports that the chipmaker now owns a minority stake in Cloverleaf.
“Nvidia is increasingly involved in financing and developing AI data centers, which, in turn, purchase its AI systems,” analysts note.

Nvidia’s Strategy: AI Flywheel and Unit Economics

This deal is part of Nvidia’s broader strategy to reinvest its enormous profits into maintaining the “AI flywheel.” The goal is to ensure continuous demand for its high-performance chips and systems. The company aims not only to sell hardware but also to actively participate in creating conditions for its large-scale use.

Specific examples of investments in AI infrastructure

Earlier this week, Nvidia announced another major investment:
- $1.5 billion in SB Energy.
- This is a data center project associated with OpenAI, located in Ohio.
Such investments show that Nvidia is not just waiting for the market to develop but is actively shaping it. For arbitrageurs and marketers, this means a potential reduction in CPM costs due to increased availability of computing power and, consequently, more favorable conditions for cheap hypothesis testing on large volumes of data.

Frequently Asked Questions

How profitable will CPM be thanks to these investments?

The direct impact on CPM is still difficult to assess, but increased availability and reduced cost of AI computing infrastructure can make advertising platforms more efficient. This could potentially lower the costs of data processing and content generation, which will ultimately affect the cost per thousand impressions.

What is cheaper: banner advertising or AI-generated content?

Nvidia’s investments in AI infrastructure are making AI-generated content increasingly accessible and cheaper to produce. If previously the cost of banner advertising was predictable, now the price of generating 100 AI videos or a mass posting package can be significantly lower with comparable or even greater efficiency.

Should one invest in AI solutions now?

Given the active investments of giants like Nvidia in AI infrastructure, the market is becoming more stable and predictable. This is a favorable time to consider investments in AI solutions, as entry barriers and operating costs may decrease.

Conclusion: Cash and Prospects

Nvidia’s investments in Cloverleaf Infrastructure and SB Energy are not just financial operations, but strategic steps to strengthen its dominant position in the AI sector. The company aims to create an ecosystem where its chips will be indispensable. For businesses, this means a potential reduction in AI development and operating costs, opening up new opportunities to optimize unit economics and generate more profit from every dollar invested. We are watching the numbers and preparing for new opportunities that this “AI flywheel” will bring.
22.08.2026
CPM under 50 rubles: how brands save on Twitch integrations
CPM under 50 rubles: how brands save on Twitch integrations

Jean Paul Gaultier launched an advertising campaign for the Le Male Elixir fragrance on Twitch, building a virtual island in the game Let’s Build A Dungeon. We calculate how much it cost and why this format is more profitable than classic banners. CPM below 50 rubles is not a myth, but a real figure that can be achieved with a competent approach to native integrations in streaming services.

What happened

In 2026, Gaultier decided to promote men’s perfume through gaming streams. Together with Twitch Brand Partnership Studio and developers Springloaded Games, the brand created Le Male Island — a special location in the game Let’s Build A Dungeon.

Streamers from Saudi Arabia were invited to the island: swimy and 3Gaming. They explored the world, unboxed the product, and did “sniff tests” live. This approach allowed the product to be organically integrated into entertainment content without causing rejection from the audience.

Campaign numbers

According to Amazon, the integration brought 27,000 video views and 16,594 chat messages. The average concurrent viewership was 1,694 viewers, and swimy’s peak engagement rate reached 68.4%.

Now let’s calculate the unit economics: if we assume the campaign budget was within $50,000 (the average cost of such integrations), then the CPM comes out to about $1.85 — that’s less than 170 rubles. For comparison: a regular banner on a gaming site costs from 300 rubles per thousand impressions.

Why it’s cheaper than bloggers and targeting
- Favorable CPM: 27,000 views with a budget of $50,000 — that’s $1.85 per thousand, which is several times lower than standard display formats.
- Cheap hypothesis testing: instead of expensive influencer seeding, the brand received targeted reach through the gaming audience.
- Price comparison: one video from a blogger with a million followers costs from $10,000, but here — a whole world with engagement.
What this means for arbitrage specialists

Such integrations are not only for luxury brands. The format of custom worlds on Twitch provides cheap hypothesis testing: you pay for reach, not for the “opportunity” to show.

If compared to AI-generated videos — 100 videos cost about 0, but they need to be promoted. Here, you get a ready-made platform with an audience.

The main question is how much money each ruble spent will bring. In Gaultier’s case, it’s 68% engagement, which indicates high viewer loyalty.

Frequently asked questions

How much does 1 million impressions via banner cost?

On average in Russia, banner CPM is 300–500 rubles. On Twitch integrations, you can get a CPM below 50 rubles if you count by actual views.

What’s cheaper: banner or targeting?

Targeting is usually more expensive by CPM but more precise in terms of audience. A banner is cheaper but gives junk traffic. Stream integrations are the golden mean.

Is it worth using AI to create videos?

AI videos save budget but require investment in promotion. If compared to seeding with bloggers, AI content can be 10 times cheaper with comparable reach.

Conclusions

The Gaultier campaign showed that Twitch integrations are a budget-friendly alternative to seeding and classic display advertising. For arbitrage specialists, this is a signal: look for non-standard platforms where CPM is below 50 rubles, and test hypotheses without extra costs.

Calculate the unit economics of each channel — and profit won’t be long in coming.

Start small: analyze your niche, find streamers with a relevant audience, and offer them a creative integration. Perhaps your brand will be the next example of how saving on advertising turns into high engagement and sales growth.
01.08.2026