Reddit's data licensing deal with Google, currently $60 million per year, is nearing expiration, sparking intense discussion about a potential renegotiation.
A popular r/stocks post argues that Google's heavy reliance on Reddit data for AI training makes it highly likely the search giant will pay a much higher fee, possibly $1 billion annually.
A separate r/stockmarket post reports that Reddit is considering cutting off Google's access to its data, following a broader trend of publishers reevaluating Google's crawler as AI summaries reduce referral traffic.
Retail investors on Reddit are laser-focused on 
In r/stocks, a post with over 1,100 upvotes argues that Google's reliance on Reddit data for training its Gemini AI models makes it almost certain that Google will pay a much higher licensing fee. The post notes that Google's capital expenditure is expected to reach $45 billion in the current quarter alone, making the current $60 million annual fee a bargain. The author predicts Google could pay $1 billion per year, which would represent more than 50% of Reddit's total 2025 revenue.
Meanwhile, a post in r/stockmarket references a Wall Street Journal report that Reddit is considering cutting off Google's access to its content for AI use as the deal nears expiration. This follows a broader trend of publishers like USA Today, Reuters, and Politico reevaluating Google's crawler, as AI summaries reduce referral traffic. The post highlights the central tension: publishers cannot easily block Google's AI summaries without losing visibility in traditional search.
The r/stockmarket community has shown notably positive sentiment on the topic, with an average sentiment score of 0.67 across 13 related posts. The combination of Reddit's strong bargaining position and the broader industry shift suggests that retail investors see a significant upside for
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